Carson Advisory Inc. - Portfolio overview

Carson Advisory Inc. has 196 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. HD - HOME DEPOT INC, 5.11%
2. CGCV - CAPITAL GROUP CONSERVATIVE E, 4.44%
3. CGGO - CAPITAL GROUP GBL GROWTH EQT, 4.02%

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

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