CIK 1909304
Carson Advisory Inc.
Institutional 13F holdings & portfolio
Holdings
183
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HD | HOME DEPOT INC | 30K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 283K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 237K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 210K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15K | $1M+ | SH |
| SO | SOUTHERN CO | 71K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 87K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 15K | $1M+ | SH |
| EIX | EDISON INTL | 74K | $1M+ | SH |
| D | DOMINION ENERGY INC | 75K | $1M+ | SH |
| AES | AES CORP | 303K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 31K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 82K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 57K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| JXN | JACKSON FINANCIAL INC | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 29K | $1M+ | SH |
| TCAL | T ROWE PRICE ETF INC | 79K | $1M+ | SH |
| SNV | SYNOVUS FINL CORP | 36K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 12K | $1M+ | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 134K | $1M+ | SH |
| PFF | ISHARES TR | 50K | $1M+ | SH |
| T | AT&T INC | 62K | $1M+ | SH |
| C | CITIGROUP INC | 13K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| BX | BLACKSTONE INC | 10K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| WMT | WALMART INC | 12K | $1M+ | SH |
| SBI | WESTERN ASSET INTER MUNI FD | 171K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| CG | CARLYLE GROUP INC | 20K | $1M+ | SH |
| AFL | AFLAC INC | 10K | $1M+ | SH |
| TBUX | T ROWE PRICE ETF INC | 22K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 27K | $1M+ | SH |
| JUST | GOLDMAN SACHS ETF TR | 11K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 23K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 21K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $500K+ | SH |
| SLG | SL GREEN RLTY CORP | 22K | $500K+ | SH |
| PEP | PEPSICO INC | 7K | $500K+ | SH |