Carson Advisory Inc. — 13F holdings

Carson Advisory Inc. reported 204 holdings worth $218M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. HD HOME DEPOT INC — $11.0M (5.1%)
2. CGGO CAPITAL GROUP GBL GROWTH EQT — $10.3M (4.7%)
3. CGCV CAPITAL GROUP CONSERVATIVE E — $9.88M (4.5%)
4. TCAF T ROWE PRICE ETF INC — $9.35M (4.3%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $7.69M (3.5%)
6. SO SOUTHERN CO — $6.74M (3.1%)
7. AAPL APPLE INC — $5.68M (2.6%)
8. EIX EDISON INTL — $5.35M (2.5%)
9. D Dominion Energy Inc — $5.06M (2.3%)
10. BINC BLACKROCK ETF TRUST II — $4.94M (2.3%)