Carter Financial, LLC

Q1 2026 13F Holdings

Location
La Jolla, CA
Holdings as of
3/31/2026
Value ($000)
$114,993
Num holdings
28
Date filed
5/13/2026
Form type
13F-HR
Prev filing
3/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type