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Kevin Carter

Carter Financial Group, Inc.

Assets Managed
$161.665M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-4.1%(2Q avg: -1.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carter Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Carter Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.665M in assets, with a quarterly growth rate of -4.1% and a 2-quarter average growth rate of -1.13%. The portfolio is managed by Kevin Carter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.13%
12.37%
$19.987M
41,710 shares@ $479.2 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -1.67%
6.85%
$11.059M
46,540 shares@ $237.62 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Decreased -1.06%
5%
$8.072M
179,981 shares@ $44.85 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 2.69%
4.23%
$6.836M
138,374 shares@ $49.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.5%
4.01%
$6.475M
25,512 shares@ $253.79 avg price
BLOK
Amplify Transfor Data Sharin
Recent Activity
Decreased -0.64%
3.97%
$6.416M
128,804 shares@ $49.81 avg price
BITB
Bitwise Bitcoin Etf
Recent Activity
Increased 0.96%
3.11%
$5.016M
136,270 shares@ $36.82 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.8%
3.06%
$4.94M
28,326 shares@ $174.41 avg price
CALF
Pacer Us Small Cap Cash Cows
Recent Activity
Decreased -0.46%
2.95%
$4.757M
106,008 shares@ $44.87 avg price
BNDI
Neos Enhanced Inc Agg Bd Etf
Recent Activity
Increased 3.74%
2.92%
$4.716M
99,917 shares@ $47.2 avg price

1-10 of 126