Carter Financial, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
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
Q4 2025	24	113,324	VUG, VTI, CGDV, VTV	13F-HR	3/17/2026	000117266126001353