Carroll Advisory Group, LLC - Portfolio overview

Carroll Advisory Group, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 9.01%
2. HAWX - ISHARES TR, 8.78%
3. RSP - INVESCO EXCHANGE TRADED FD T, 7.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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