13F Insight
DOSSIER · 13F-HR · Q1 2026

Carson Advisory Inc.

$193M in tracked AUM across 188 positions as of Q1 2026.

CA
CIK 0001909304 · last filed Mar 31, 2026
Total AUM
$193M
as of Q1 2026
Holdings
188
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Carson Advisory Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HD
HOME DEPOT INC
$10M31K5.2%02
CGCV
CAPITAL GROUP CONSERVATIVE E
$9M292K4.5%03
CGGO
CAPITAL GROUP GBL GROWTH EQT
$8M237K4.1%04
TCAF
T ROWE PRICE ETF INC
$8M219K4.0%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M15K3.7%06
SO
SOUTHERN CO
$7M71K3.6%07
EIX
EDISON INTL
$5M73K2.8%08
AAPL
APPLE INC
$5M19K2.5%09
BINC
BLACKROCK ETF TRUST II
$5M93K2.5%10
D
DOMINION ENERGY INC
$5M75K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$118M▲ 5.2%
156 positionsLocked
Showing 12 of 18