Carter Financial Group, INC. - Portfolio overview

Carter Financial Group, INC. has 140 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - Berkshire Hathaway Inc Class B, 12.08%
2. QQQM - Invesco NASDAQ 100 ETF, 6.68%
3. DIVO - Amplify CWP Enhanced Dividend Income ETF, 4.88%

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

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