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Carter Financial

Latest statistics and disclosures from Carter Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002115533

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Positions held by Carter Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Carter Financial

Carter Financial holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	27.4	$31M	64k	487.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	23.8	$27M	81k	335.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	14.0	$16M	364k	43.64	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$10M	54k	190.99	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	9.2	$10M	208k	49.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.1	$5.7M	22k	257.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$3.1M	35k	88.49	View chart
Apple (AAPL)	1.4	$1.6M	5.8k	271.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.2M	16k	75.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.1M	21k	50.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$778k	1.2k	627.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$753k	15k	50.50	View chart
Global X Fds S&p 500 Catholic (CATH)	0.5	$621k	7.6k	82.23	View chart
Visa Com Cl A (V)	0.5	$610k	1.7k	350.71	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$545k	11k	50.94	View chart
Sempra Energy (SRE)	0.3	$360k	4.1k	88.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$346k	689.00	502.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$334k	4.3k	77.88	View chart
Microsoft Corporation (MSFT)	0.3	$307k	634.00	483.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$301k	12k	26.23	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$286k	9.7k	29.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$240k	7.0k	34.26	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$234k	5.2k	45.21	View chart
Intuitive Surgical Com New (ISRG)	0.2	$204k	360.00	566.36	View chart

Past Filings by Carter Financial

SEC 13F filings are viewable for Carter Financial going back to 2025

Carter Financial 2025 Q4 filed March 17, 2026

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