CarsonAllaria Wealth Management, Ltd. - Portfolio overview

CarsonAllaria Wealth Management, Ltd. has 75 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 11.72%
2. SPYG - SPDR SERIES TRUST, 11.57%
3. DFUS - DIMENSIONAL ETF TRUST, 9.77%

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

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