Carson Advisory Inc. ETF holdings
Athens, GA
Reported $72.5M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$72.5M
ETFs held
59
Change from prior quarter
+20.8%
With price moves
ETFs as a share of its 13F
33.3%
of $217.7M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGGO | Capital Group Global Growth Equity ETF | $10.3M | 242,812 | +5,848 shares |
| CGCV | Capital Group Conservative Equity ETF | $9.9M | 301,168 | +8,739 shares |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $9.3M | 227,419 | +8,048 shares |
| BINC | iShares Flexible Income Active ETF | $4.9M | 94,424 | +1,878 shares |
| CGDV | Capital Group Dividend Value ETF | $4.3M | 87,852 | +4,527 shares |
| TCAL | T. Rowe Price Capital Appreciation Premium Income ETF | $2.5M | 111,241 | −17,359 shares |
| CGBL | Capital Group Core Balanced ETF | $1.9M | 51,012 | +5,356 shares |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | $1.7M | 16,150 | +4,250 shares |
| VIG | Vanguard Dividend Appreciation ETF | $1.6M | 6,839 | +485 shares |
| SEPI | Shelton Equity Premium Income ETF | $1.6M | 57,836 | +25,336 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909304. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Carson Advisory Inc. own?
Carson Advisory Inc. reported 59 ETF positions worth $72.5M in its Form 13F for June 30, 2026. The largest was CGGO, at $10.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.