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

CarsonAllaria Wealth Management, Ltd.

CarsonAllaria Wealth's holding co. based in London, UK — $202M in tracked AUM across 69 positions as of Q1 2026.

CW
CarsonAllaria Wealth·London, UK·Holding Co.
CIK 0001900946 · last filed Mar 31, 2026
Total AUM
$202M
▲ 18.2%
vs prior
Holdings
69
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: CarsonAllaria Wealth Management, Ltd.
Portfolio Overview

CarsonAllaria Wealth Management, Ltd. reported a total portfolio value of $201.53 million as of December 31, 2025, representing a robust growth of +18.1% from the previous quarter's $170.70 million. The portfolio consists of 67 holdings, indicating a moderately diversified strategy. The composition is heavily skewed toward fund-based investing, with Exchange Traded Funds (ETFs) c...

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
SPYV
SPDR SERIES TRUST
$24M423K11.8%
02
SPYG
SPDR SERIES TRUST
$24M241K11.7%
03
DFUS
DIMENSIONAL ETF TRUST
$20M281K9.8%
04
IDEV
ISHARES TR
$13M158K6.5%
05
SLYV
SPDR SERIES TRUST
$12M124K5.8%
06
DFAS
DIMENSIONAL ETF TRUST
$9M125K4.4%
07
MINO
PIMCO ETF TR
$7M158K3.5%
08
BOND
PIMCO ETF TR
$7M74K3.4%
09
DFUV
DIMENSIONAL ETF TRUST
$7M138K3.3%
10
PYLD
PIMCO ETF TR
$6M246K3.2%

Filing history

Filing history loading…