Carota Wealth Management

Q2 2026 13F Holdings

Location
Thompsons Station, TN
Holdings as of
6/30/2026
Value ($000)
$8,385
Num holdings
20
Date filed
11/3/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
6/10/2026
Next filing
11/3/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type