D L CARLSON INVESTMENT GROUP INC — 13F holdings

D L CARLSON INVESTMENT GROUP INC reported 133 holdings worth $628M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. SCHB Schwab Strategic Tr — $75.1M (12.0%)
2. GVI ISHARES TR — $58.6M (9.3%)
3. GOOGL ALPHABET INC — $25.6M (4.1%)
4. AAPL APPLE INC — $25.0M (4.0%)
5. AVDE AMERICAN CENTY ETF TR — $23.3M (3.7%)
6. NVDA NVIDIA CORPORATION — $22.9M (3.6%)
7. MSFT MICROSOFT CORP — $15.6M (2.5%)
8. AMZN AMAZON COM INC — $13.5M (2.1%)
9. IGSB ISHARES TR — $12.3M (2.0%)
10. AGG ISHARES TR — $11.4M (1.8%)