What does Carson Advisory Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

HOME DEPOT INC

$10M31K5.2%

CAPITAL GROUP CONSERVATIVE E

$9M292K4.5%

CAPITAL GROUP GBL GROWTH EQT

$8M237K4.1%

T ROWE PRICE ETF INC

$8M219K4.0%

BERKSHIRE HATHAWAY INC DEL

$7M15K3.7%

SOUTHERN CO

$7M71K3.6%

EDISON INTL

$5M73K2.8%

APPLE INC

$5M19K2.5%

BLACKROCK ETF TRUST II

$5M93K2.5%

DOMINION ENERGY INC

$5M75K2.4%

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