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 51–100 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | 9K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| LLY | ELI LILLY & CO | 735 | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 8K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| NUMV | NUSHARES ETF TR | 19K | $500K+ | SH |
| WD | WALKER & DUNLOP INC | 12K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC | 40K | $500K+ | SH |
| PCG | PG&E CORP | 44K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| WHR | WHIRLPOOL CORP | 9K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| OKE | ONEOK INC NEW | 9K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 7K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| IJH | ISHARES TR | 8K | $500K+ | SH |
| GRAL | GRAIL INC | 6K | $500K+ | SH |
| ILMN | ILLUMINA INC | 4K | $500K+ | SH |
| GEV | GE VERNOVA INC | 802 | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 15K | $500K+ | SH |
| XYZ | BLOCK INC | 8K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 798 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 44K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 2K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 8K | $100K–$500K | SH |
| DBEF | DBX ETF TR | 9K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 7K | $100K–$500K | SH |
| IVV | ISHARES TR | 591 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |