Carter Financial Group, INC.
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Barrington, IL
CIK
0001919749
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
116
152,902
BRK.B, QQQM, BLOK, BITB
13F-HR
8/22/2025
000110465925081781
Q1 2022
60
74,596
BRK-B, QQQ, DBEF, SLYV
13F-HR
5/3/2022
000110465922055267