Carter Financial, LLC - Portfolio overview

Carter Financial, LLC has 28 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 24.53%
2. VTI - VANGUARD INDEX FDS, 21.45%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 14.67%

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

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