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Lindsey Seagraves

Carson Advisory Inc.

Assets Managed
$192.894M
Holdings
188
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
0.25%(2Q avg: 2.02%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Carson Advisory Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Carson Advisory Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.894M in assets, with a quarterly growth rate of 0.25% and a 2-quarter average growth rate of 2.02%. The portfolio is managed by Lindsey Seagraves, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HD
Home Depot Inc
Recent Activity
Increased 0.2%
5.21%
$10.045M
30,542 shares@ $328.89 avg price
CGCV
Cap Group Conservative Eq
Recent Activity
Increased 3.26%
4.52%
$8.717M
292,429 shares@ $29.82 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 0.09%
4.1%
$7.907M
236,964 shares@ $33.38 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 4.28%
4.05%
$7.807M
219,371 shares@ $35.59 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.31%
3.69%
$7.114M
14,846 shares@ $479.2 avg price
SO
Southern Co The
Recent Activity
Increased 0.11%
3.58%
$6.901M
71,493 shares@ $96.53 avg price
EIX
Edison International
Recent Activity
Decreased -1.13%
2.79%
$5.364M
73,295 shares@ $73.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.29%
2.5%
$4.813M
18,963 shares@ $253.8 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 5.95%
2.5%
$4.806M
92,546 shares@ $51.94 avg price
D
Dominion Energy Inc
Recent Activity
Increased 0.35%
2.41%
$4.647M
75,176 shares@ $61.82 avg price

1-10 of 188