Carter Financial, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
La Jolla, CA
CIK
0002115533
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
28
114,993
VUG, VTI, CGDV, LMBS
13F-HR
5/13/2026
000117266126001814
Q4 2025
24
113,324
VUG, VTI, CGDV, VTV
13F-HR
3/17/2026
000117266126001353