Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carson Advisory Inc. (CIK 1909304) reported $192.9M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HD ($10.0M, 5.21%), CGCV ($8.7M, 4.52%), CGGO ($7.9M, 4.10%), TCAF ($7.8M, 4.05%), BRK/B ($7.1M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | $10.0M | 5.21% | 30,542 | Added |
| 2 | CGCV | CAPITAL GROUP CONSERVATIVE E | $8.7M | 4.52% | 292,429 | Added |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.9M | 4.10% | 236,964 | Added |
| 4 | TCAF | T ROWE PRICE ETF INC | $7.8M | 4.05% | 219,371 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.1M | 3.69% | 14,846 | Added |
| 6 | SO | SOUTHERN CO | $6.9M | 3.58% | 71,493 | Added |
| 7 | EIX | EDISON INTL | $5.4M | 2.78% | 73,295 | Trimmed |
| 8 | AAPL | APPLE INC | $4.8M | 2.49% | 18,963 | Added |
| 9 | BINC | BLACKROCK ETF TRUST II | $4.8M | 2.49% | 92,546 | Added |
| 10 | D | DOMINION ENERGY INC | $4.6M | 2.41% | 75,176 | Added |
| 11 | AES | AES CORP | $4.2M | 2.18% | 297,854 | Trimmed |
| 12 | DUK | DUKE ENERGY CORP NEW | $4.0M | 2.09% | 30,791 | Trimmed |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $3.6M | 1.88% | 14,939 | Trimmed |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.5M | 1.84% | 83,325 | Added |
| 15 | MSFT | MICROSOFT CORP | $3.0M | 1.55% | 8,055 | Added |
| 16 | TCAL | T ROWE PRICE ETF INC | $2.9M | 1.49% | 128,600 | Added |
| 17 | BAC | BANK AMERICA CORP | $2.8M | 1.43% | 56,592 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.37% | 8,974 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $2.4M | 1.27% | 10,022 | Trimmed |
| 20 | JXN | JACKSON FINANCIAL INC | $2.2M | 1.15% | 20,971 | Trimmed |
| 21 | DAL | DELTA AIR LINES INC | $1.9M | 1.00% | 28,930 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $1.7M | 0.90% | 12,083 | Trimmed |
| 23 | GOOG | ALPHABET INC | $1.7M | 0.86% | 5,754 | Added |
| 24 | NZF | NUVEEN MUN CR INCOME FD | $1.6M | 0.85% | 134,230 | Added |
| 25 | T | AT&T INC | $1.6M | 0.85% | 56,263 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31