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

Carter Financial Group, INC.

Carter Financial's hedge fund based in Chicago, IL — $162M in tracked AUM across 126 positions as of Q1 2026.

CF
Carter Financial·Chicago, IL·Hedge Fund
CIK 0001919749 · last filed Mar 31, 2026
Total AUM
$162M
▲ 6.7%
vs prior
Holdings
126
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Carter Financial Group, 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
BRK/B
Berkshire Hathaway Inc Class B
$20M42K12.4%
02
QQQM
Invesco NASDAQ 100 ETF
$11M47K6.8%
03
DIVO
Amplify CWP Enhanced Dividend Income ETF
$8M180K5.0%
04
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$7M138K4.2%
05
AAPL
Apple Inc
$6M26K4.0%
06
BLOK
Amplify Blockchain Technology ETF
$6M129K4.0%
07
BITB
Bitwise Bitcoin ETF
$5M136K3.1%
08
NVDA
NVIDIA Corp
$5M28K3.1%
09
CALF
Pacer US Small Cap Cash Cows 100 ETF
$5M106K2.9%
10
BNDI
NEOS Enhanced Income Aggregate Bond ETF
$5M100K2.9%

Filing history

Filing history loading…