Carson Advisory
Latest statistics and disclosures from Carson Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HD, CGGO, CGCV, TCAF, BRK.B, and represent 22.14% of Carson Advisory's stock portfolio.
- Added to shares of these 10 stocks: PNFP, GOOGL, SEPI, CGMM, JUST, JEPI, VOO, INTC, TCAF, IBM.
- Started 20 new stock positions in PNFP, GOOGL, AXP, BMY, MS, JEPI, TXN, AMD, AMAT, CCEP. SCHB, DEO, IEFA, NKE, STX, XBI, FELG, ARM, INTC, CGMM.
- Reduced shares in these 10 stocks: MU, GOOG, TCAL, CBRL, AES, Honeywell International, CVS, GNRC, ILMN, BAC.
- Sold out of its positions in GOOG, CBRL, Honeywell International, PSKY.
- Carson Advisory was a net buyer of stock by $8.1M.
- Carson Advisory has $218M in assets under management (AUM), dropping by 12.88%.
- Central Index Key (CIK): 0001909304
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Portfolio Holdings for Carson Advisory
Carson Advisory holds 204 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Home Depot (HD) | 5.1 | $11M | +2% | 31k | 352.68 |
|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 4.7 | $10M | +2% | 243k | 42.33 |
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| Capital Group Conservative E SHS (CGCV) | 4.5 | $9.9M | +2% | 301k | 32.82 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 4.3 | $9.3M | +3% | 227k | 41.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $7.7M | +3% | 15k | 500.39 |
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| Southern Company (SO) | 3.1 | $6.7M | 70k | 95.71 |
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| Apple (AAPL) | 2.6 | $5.7M | +3% | 20k | 289.35 |
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| Edison International (EIX) | 2.5 | $5.3M | -2% | 72k | 74.45 |
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| Dominion Resources (D) | 2.3 | $5.1M | 74k | 68.29 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 2.3 | $4.9M | +2% | 94k | 52.34 |
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| International Business Machines (IBM) | 2.1 | $4.5M | +7% | 16k | 281.22 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 2.0 | $4.3M | +5% | 88k | 49.28 |
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| AES Corporation (AES) | 1.9 | $4.1M | -7% | 277k | 14.66 |
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| Duke Energy Corp Com New (DUK) | 1.8 | $3.9M | 31k | 126.58 |
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| Bank of America Corporation (BAC) | 1.4 | $3.1M | -3% | 54k | 56.98 |
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| Microsoft Corporation (MSFT) | 1.4 | $3.1M | +2% | 8.3k | 373.02 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.9M | 9.0k | 327.31 |
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| Delta Air Lines Com New (DAL) | 1.2 | $2.6M | -3% | 28k | 93.66 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.6M | +2% | 10k | 253.98 |
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| T Rowe Price Exchange-traded Cap App Prem Etf (TCAL) | 1.1 | $2.5M | -13% | 111k | 22.20 |
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| Jackson Financial Com Cl A (JXN) | 1.0 | $2.1M | 21k | 102.39 |
|
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| Capital Group Core Balanced SHS (CGBL) | 0.9 | $1.9M | +11% | 51k | 37.96 |
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| Pinnacle Finl Partners (PNFP) | 0.8 | $1.8M | NEW | 18k | 100.88 |
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| Procter & Gamble Company (PG) | 0.8 | $1.8M | 12k | 146.64 |
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| Citigroup Com New (C) | 0.8 | $1.8M | 13k | 139.96 |
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| Coca-Cola Company (KO) | 0.8 | $1.7M | 21k | 81.27 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.8 | $1.7M | +35% | 16k | 106.70 |
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| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.8 | $1.7M | -2% | 131k | 12.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $1.6M | +7% | 6.8k | 236.62 |
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| Scm Trust Shelton Eqt Pre (SEPI) | 0.7 | $1.6M | +77% | 58k | 27.85 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.5M | +3% | 7.4k | 200.09 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $1.5M | 48k | 30.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.4M | +35% | 2.0k | 686.97 |
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| Western Asset Intm Muni Fd I (SBI) | 0.6 | $1.3M | 165k | 7.87 |
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| Ge Aerospace Com New (GE) | 0.6 | $1.3M | 3.4k | 373.72 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.3M | 3.0k | 426.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | NEW | 3.5k | 357.37 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.2M | 2.6k | 477.57 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.2M | -2% | 11k | 113.26 |
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| Amazon (AMZN) | 0.6 | $1.2M | +4% | 5.1k | 238.34 |
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| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 0.6 | $1.2M | +12% | 24k | 49.77 |
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| Sl Green Realty Corp (SLG) | 0.5 | $1.2M | 22k | 51.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $1.1M | 9.6k | 117.67 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $1.1M | +3% | 24k | 45.70 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | +20% | 2.0k | 563.31 |
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| Boeing Company (BA) | 0.5 | $1.1M | 5.1k | 216.47 |
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| Verizon Communications (VZ) | 0.5 | $1.1M | 26k | 42.34 |
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| AFLAC Incorporated (AFL) | 0.5 | $1.1M | -6% | 9.3k | 117.26 |
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| At&t (T) | 0.5 | $1.1M | -6% | 52k | 20.70 |
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| Nextera Energy (NEE) | 0.5 | $1.1M | 12k | 87.77 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.1M | +2% | 13k | 82.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.0M | 2.8k | 370.04 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | -2% | 7.4k | 136.72 |
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| Chevron Corporation (CVX) | 0.4 | $975k | +7% | 5.9k | 165.76 |
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| Eli Lilly & Co. (LLY) | 0.4 | $955k | 796.00 | 1199.44 |
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| Pepsi (PEP) | 0.4 | $934k | 6.9k | 135.41 |
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| Prudential Financial (PRU) | 0.4 | $922k | 8.5k | 107.93 |
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| Truist Financial Corp equities (TFC) | 0.4 | $916k | -6% | 18k | 49.82 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $902k | 11k | 85.49 |
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| Oneok (OKE) | 0.4 | $893k | +14% | 10k | 86.94 |
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| Ge Vernova (GEV) | 0.4 | $808k | -10% | 688.00 | 1174.88 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.4 | $786k | 18k | 43.49 |
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| United Parcel Svcs CL B (UPS) | 0.4 | $782k | -7% | 7.3k | 107.50 |
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| Carlyle Group (CG) | 0.4 | $780k | -3% | 19k | 42.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $773k | +2% | 5.2k | 148.32 |
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| Micron Technology (MU) | 0.4 | $770k | -72% | 667.00 | 1153.99 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $759k | +3% | 7.9k | 96.43 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.3 | $754k | +35% | 27k | 27.47 |
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| Walker & Dunlop (WD) | 0.3 | $739k | +2% | 14k | 54.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $737k | 9.6k | 77.11 |
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| Broadcom (AVGO) | 0.3 | $719k | -3% | 1.9k | 377.75 |
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| Philip Morris International (PM) | 0.3 | $716k | 4.0k | 180.92 |
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| Lowe's Companies (LOW) | 0.3 | $715k | +12% | 3.2k | 220.52 |
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| General Mills (GIS) | 0.3 | $714k | +21% | 21k | 34.80 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $689k | +13% | 7.5k | 92.27 |
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| Abbvie (ABBV) | 0.3 | $678k | 2.7k | 251.64 |
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| PG&E Corporation (PCG) | 0.3 | $673k | 40k | 16.82 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $663k | +3% | 4.3k | 154.29 |
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| Starwood Property Trust (STWD) | 0.3 | $653k | 40k | 16.38 |
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| Block Cl A (XYZ) | 0.3 | $650k | +6% | 8.6k | 76.00 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $638k | 3.4k | 189.73 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $630k | +29% | 24k | 26.18 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.3 | $624k | NEW | 19k | 32.97 |
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| Lamb Weston Hldgs (LW) | 0.3 | $621k | +3% | 14k | 43.18 |
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| salesforce (CRM) | 0.3 | $584k | +19% | 3.7k | 156.66 |
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| Caterpillar (CAT) | 0.3 | $584k | 548.00 | 1064.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $583k | -2% | 792.00 | 736.40 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $582k | 12k | 47.94 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $570k | +45% | 13k | 44.85 |
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| Illumina (ILMN) | 0.3 | $557k | -20% | 3.2k | 175.83 |
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| Snowflake Com Shs (SNOW) | 0.3 | $545k | +2% | 2.1k | 254.50 |
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| Analog Devices (ADI) | 0.2 | $544k | -3% | 1.4k | 397.11 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $544k | +2% | 2.9k | 190.51 |
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| Apollo Global Mgmt (APO) | 0.2 | $529k | 4.5k | 118.30 |
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| Starbucks Corporation (SBUX) | 0.2 | $522k | -2% | 5.1k | 102.20 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.2 | $516k | +17% | 20k | 25.44 |
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| PNC Financial Services (PNC) | 0.2 | $505k | 2.0k | 246.27 |
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| Chubb (CB) | 0.2 | $476k | 1.4k | 340.75 |
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| Gilead Sciences (GILD) | 0.2 | $476k | -5% | 3.8k | 126.34 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $472k | -3% | 5.3k | 88.53 |
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| Qualcomm (QCOM) | 0.2 | $465k | +10% | 2.5k | 184.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $459k | 612.00 | 749.38 |
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| Zions Bancorporation (ZION) | 0.2 | $456k | -6% | 6.6k | 69.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $451k | NEW | 8.0k | 56.48 |
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| Cisco Systems (CSCO) | 0.2 | $441k | -7% | 3.8k | 117.47 |
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| Viatris (VTRS) | 0.2 | $440k | 28k | 15.88 |
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| Okta Cl A (OKTA) | 0.2 | $430k | -17% | 3.2k | 136.45 |
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| Altria (MO) | 0.2 | $429k | 6.0k | 71.95 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $419k | 7.7k | 54.63 |
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| Quantumscape Corp Com Cl A (QS) | 0.2 | $418k | +61% | 55k | 7.56 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $417k | +3% | 19k | 22.29 |
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| Western Asset Managed Municipals Fnd (MMU) | 0.2 | $413k | 40k | 10.42 |
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| Illinois Tool Works (ITW) | 0.2 | $409k | 1.5k | 270.44 |
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| Walt Disney Company (DIS) | 0.2 | $404k | -6% | 4.2k | 96.25 |
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| Marriott Intl Cl A (MAR) | 0.2 | $399k | 1.1k | 370.59 |
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| Merck & Co (MRK) | 0.2 | $389k | 3.0k | 128.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $379k | +295% | 3.1k | 124.16 |
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| CVS Caremark Corporation (CVS) | 0.2 | $374k | -32% | 3.6k | 103.45 |
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| Enbridge (ENB) | 0.2 | $370k | 6.8k | 54.21 |
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| National Bankshares (NKSH) | 0.2 | $363k | 10k | 36.33 |
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| Kimbell Rty Partners Unit (KRP) | 0.2 | $357k | 25k | 14.53 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $357k | +3% | 9.5k | 37.51 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $355k | 1.2k | 298.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $353k | 1.7k | 212.81 |
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| Boston Properties (BXP) | 0.2 | $349k | +3% | 5.3k | 66.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $347k | +409% | 4.3k | 80.56 |
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| Whirlpool Corporation (WHR) | 0.2 | $345k | -3% | 8.8k | 39.42 |
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| Intel Corporation (INTC) | 0.2 | $344k | NEW | 2.5k | 139.63 |
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| Royce Value Trust (RVT) | 0.2 | $340k | 18k | 18.47 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.2 | $338k | -6% | 7.2k | 47.20 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $338k | 663.00 | 509.31 |
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| Grail (GRAL) | 0.2 | $335k | -2% | 4.9k | 68.27 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $334k | 7.9k | 42.44 |
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| McDonald's Corporation (MCD) | 0.2 | $333k | 1.2k | 270.28 |
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| Costco Wholesale Corporation (COST) | 0.2 | $328k | 350.00 | 936.79 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.2 | $328k | 42k | 7.88 |
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| Norfolk Southern (NSC) | 0.2 | $327k | 1.0k | 314.55 |
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| Aurora Innovation Class A Com (AUR) | 0.2 | $327k | 48k | 6.82 |
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| Moody's Corporation (MCO) | 0.1 | $327k | 721.00 | 452.92 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $325k | 1.3k | 255.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $316k | +2% | 5.5k | 57.84 |
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| TJX Companies (TJX) | 0.1 | $315k | 2.1k | 151.51 |
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| Intercontinental Exchange (ICE) | 0.1 | $309k | 2.5k | 123.11 |
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| American Electric Power Company (AEP) | 0.1 | $308k | +13% | 2.3k | 136.81 |
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| Fastenal Company (FAST) | 0.1 | $307k | -15% | 6.4k | 48.03 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $305k | 3.7k | 82.34 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $305k | 11k | 27.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $304k | +8% | 1.0k | 303.12 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $303k | 6.7k | 45.34 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $300k | +21% | 2.0k | 152.17 |
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| Colgate-Palmolive Company (CL) | 0.1 | $299k | 3.3k | 91.69 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $296k | 5.1k | 58.00 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $292k | 4.6k | 62.89 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $290k | 1.9k | 156.30 |
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| Lincoln National Corporation (LNC) | 0.1 | $285k | 8.1k | 35.35 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $284k | NEW | 800.00 | 354.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $284k | +523% | 3.3k | 86.14 |
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| Yum! Brands (YUM) | 0.1 | $277k | 1.7k | 159.86 |
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| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.1 | $275k | 11k | 25.85 |
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| Davis Fundamental Etf Tr Select Finl (DFNL) | 0.1 | $272k | 5.5k | 49.37 |
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| Oracle Corporation (ORCL) | 0.1 | $271k | 1.9k | 146.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $268k | 1.2k | 217.93 |
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| Regions Financial Corporation (RF) | 0.1 | $266k | 8.8k | 30.20 |
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| Air Products & Chemicals (APD) | 0.1 | $266k | 906.00 | 293.08 |
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| Advanced Micro Devices (AMD) | 0.1 | $266k | NEW | 457.00 | 580.91 |
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| Abbott Laboratories (ABT) | 0.1 | $262k | +5% | 2.9k | 90.73 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $262k | 2.7k | 96.46 |
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| Rbc Cad (RY) | 0.1 | $261k | 1.3k | 207.03 |
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| Nike CL B (NKE) | 0.1 | $260k | NEW | 6.3k | 41.05 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $259k | 10k | 25.25 |
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| Deere & Company (DE) | 0.1 | $257k | 406.00 | 633.81 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $255k | +33% | 500.00 | 509.50 |
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| Bristol Myers Squibb (BMY) | 0.1 | $252k | NEW | 4.4k | 57.63 |
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| L3harris Technologies (LHX) | 0.1 | $251k | -2% | 863.00 | 290.58 |
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| ConocoPhillips (COP) | 0.1 | $249k | 2.4k | 103.97 |
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| Visa Com Cl A (V) | 0.1 | $248k | +6% | 723.00 | 343.28 |
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| Emerson Electric (EMR) | 0.1 | $243k | 1.7k | 143.14 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $242k | NEW | 1.5k | 158.25 |
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| Us Bancorp Com New (USB) | 0.1 | $242k | 4.0k | 60.40 |
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| Raymond James Financial (RJF) | 0.1 | $241k | 1.6k | 152.02 |
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| Linde SHS (LIN) | 0.1 | $241k | +3% | 464.00 | 518.65 |
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| Applied Materials (AMAT) | 0.1 | $236k | NEW | 327.00 | 723.01 |
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| Automatic Data Processing (ADP) | 0.1 | $236k | 1.1k | 223.99 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $235k | NEW | 5.4k | 43.75 |
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| General Dynamics Corporation (GD) | 0.1 | $231k | 652.00 | 354.47 |
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| Diageo Spon Adr New (DEO) | 0.1 | $229k | NEW | 2.8k | 80.38 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $228k | NEW | 2.4k | 96.60 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $226k | +6% | 7.1k | 31.71 |
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| Stag Industrial (STAG) | 0.1 | $225k | 5.9k | 38.06 |
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| Williams Companies (WMB) | 0.1 | $222k | 3.0k | 74.34 |
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| Pfizer (PFE) | 0.1 | $216k | -2% | 9.0k | 24.08 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $211k | NEW | 707.00 | 298.17 |
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| Morgan Stanley Com New (MS) | 0.1 | $211k | NEW | 1.0k | 209.13 |
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| Phillips 66 (PSX) | 0.1 | $206k | 1.2k | 169.01 |
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| American Express Company (AXP) | 0.1 | $206k | NEW | 608.00 | 338.25 |
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| Generac Holdings (GNRC) | 0.1 | $205k | -44% | 700.00 | 292.81 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $205k | NEW | 212.00 | 965.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $203k | NEW | 7.0k | 28.96 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $200k | NEW | 2.0k | 100.07 |
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| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.1 | $191k | 20k | 9.71 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $187k | +2% | 11k | 17.84 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $123k | 10k | 12.12 |
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| Zentalis Pharmaceuticals (ZNTL) | 0.0 | $103k | -9% | 21k | 4.85 |
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| Empire St Rlty Tr Cl A (ESRT) | 0.0 | $57k | 11k | 5.41 |
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Past Filings by Carson Advisory
SEC 13F filings are viewable for Carson Advisory going back to 2021
- Carson Advisory 2026 Q2 filed Aug. 11, 2026
- Carson Advisory 2026 Q1 filed May 7, 2026
- Carson Advisory 2025 Q4 filed Feb. 12, 2026
- Carson Advisory 2025 Q3 filed Nov. 6, 2025
- Carson Advisory 2025 Q2 filed Aug. 5, 2025
- Carson Advisory 2025 Q1 filed May 2, 2025
- Carson Advisory 2024 Q4 filed Feb. 13, 2025
- Carson Advisory 2024 Q3 filed Nov. 1, 2024
- Carson Advisory 2024 Q2 filed Aug. 7, 2024
- Carson Advisory 2024 Q1 filed May 3, 2024
- Carson Advisory 2023 Q4 filed Feb. 6, 2024
- Carson Advisory 2023 Q3 filed Nov. 9, 2023
- Carson Advisory 2023 Q2 restated filed July 28, 2023
- Carson Advisory 2023 Q2 filed July 27, 2023
- Carson Advisory 2023 Q1 filed May 5, 2023
- Carson Advisory 2022 Q4 filed Feb. 8, 2023