StockDriftsStockDriftsTop 50 Carter Financial Group, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.81% | 41.7K | $20.9M | -0.04%(-17) | $505.46(+3.54%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.93% | 44.1K | $13.4M | -5.17%(-2.41K) | $210.62(+40.84%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 4.53% | 159.9K | $8.7M | +15.55%(+21.52K) | $44.94(+25.54%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 4.3% | 181.4K | $8.3M | +0.77%(+1.39K) | $41.65(+15.94%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 4.29% | 241.5K | $8.3M | new | $33.85(+2.45%) | 2026-06-30 | |
| BLOK | AMPLIFY ETF TR | 3.9% | 120.0K | $7.5M | -6.82%(-8.79K) | $47.55(+25.25%) | 2026-06-30 | |
| AIS | TIDAL TRUST III | 3.47% | 78.5K | $6.7M | +148.52%(+46.90K) | $51.57(+32.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.36% | 22.4K | $6.5M | -12.18%(-3.11K) | $214.86(+42.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.96% | 28.5K | $5.7M | +0.71%(+201) | $137.40(+60.45%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.62% | 40.5K | $5.0M | +1593.10%(+38.08K) | $114.90(+10.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.29% |
Carter Financial Group, INC. reports $192.91M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (10.8%), QQQM (6.9%) and DBEF (4.5%). The top 20 holdings account for 63.91% of reported assets. Its disclosed equity book has returned +11.34% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Carter Financial Group, INC., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Carter Financial Group, INC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1919749). View Carter Financial Group, INC.’s 13F filings on SEC