Carter Financial Group, INC. — 13F holdings

Carter Financial Group, INC. reported 132 holdings worth $196M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $20.3M (10.3%)
  2. QQQM INVESCO EXCH TRADED FD TR II — $13.3M (6.8%)
  3. DBEF DBX ETF TR — $8.80M (4.5%)
  4. BALT INNOVATOR ETFS TRUST — $8.67M (4.4%)
  5. DIVO AMPLIFY ETF TR — $8.44M (4.3%)
  6. AAPL APPLE INC — $7.48M (3.8%)
  7. BLOK AMPLIFY ETF TR — $7.40M (3.8%)
  8. NVDA NVIDIA CORPORATION — $6.43M (3.3%)
  9. BITB BITWISE BITCOIN ETF TR — $6.38M (3.2%)
  10. AIS TIDAL TRUST III — $5.97M (3.0%)