Carr Financial Group Corp — 13F holdings

Carr Financial Group Corp reported 182 holdings worth $434M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. BND VANGUARD BD INDEX FDS — $31.6M (7.3%)
  2. VIG VANGUARD SPECIALIZED FUNDS — $30.2M (7.0%)
  3. EMXC ISHARES INC — $29.5M (6.8%)
  4. IQLT ISHARES TR — $28.4M (6.5%)
  5. HELO J P MORGAN EXCHANGE TRADED F — $17.8M (4.1%)
  6. VTI VANGUARD INDEX FDS — $17.5M (4.0%)
  7. SHYG ISHARES TR — $16.0M (3.7%)
  8. GARP ISHARES TR — $15.3M (3.5%)
  9. QQQ Invesco Qqq Tr — $14.9M (3.4%)
  10. IJH ISHARES TR — $10.7M (2.5%)