13F Insight
DOSSIER · 13F-HR · Q2 2026

Carson Advisory Inc.

$218M in tracked AUM across 204 positions as of Q2 2026.

CA
CIK 0001909304 · last filed Jun 30, 2026
Total AUM
$218M
as of Q2 2026
Holdings
204
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Carson Advisory Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HD
HOME DEPOT INC
$11M31K5.1%02
CGGO
CAPITAL GROUP GBL GROWTH EQT
$10M243K4.7%03
CGCV
CAPITAL GROUP CONSERVATIVE E
$10M301K4.5%04
TCAF
T ROWE PRICE EXCHANGE-TRADED
$9M227K4.3%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M15K3.5%06
SO
SOUTHERN CO
$7M70K3.1%07
AAPL
APPLE INC
$6M20K2.6%08
EIX
EDISON INTL
$5M72K2.5%09
D
DOMINION ENERGY INC
$5M74K2.3%10
BINC
BLACKROCK ETF TRUST II
$5M94K2.3%

Filing history

2026Q2Jun 30
$218M▲ 12.9%
204 positionsView →2026Q1Mar 31
$193M▲ 0.2%
188 positionsView →2025Q4Dec 31
$192M▲ 3.8%
183 positionsView →2025Q3Sep 30
$185M▲ 17.8%
173 positionsView →2025Q2Jun 30
$157M▲ 6.0%
171 positionsLocked2025Q1Mar 31
$148M▲ 3.3%
164 positionsLocked2024Q4Dec 31
$144M▼ 9.7%
157 positionsLocked2024Q3Sep 30
$159M▲ 11.8%
177 positionsLocked2024Q2Jun 30
$143M▲ 0.2%
166 positionsLocked2024Q1Mar 31
$142M▲ 10.6%
173 positionsLocked2023Q4Dec 31
$129M▲ 12.7%
160 positionsLocked2023Q3Sep 30
$114M▼ 3.6%
150 positionsLocked
Showing 12 of 19