Sign In
test

Christina Hammann

Carter Financial, Llc

Assets Managed
$114.993M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
1.48%(2Q avg: 0.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Carter Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Carter Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.993M in assets, with a quarterly growth rate of 1.48% and a 2-quarter average growth rate of 0.74%. The portfolio is managed by Christina Hammann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.52%
24.53%
$28.205M
64,574 shares@ $436.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.6%
21.46%
$24.667M
76,890 shares@ $320.82 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 9.02%
14.67%
$16.869M
396,546 shares@ $42.54 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 14.94%
10.35%
$11.896M
238,837 shares@ $49.82 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.3%
9.07%
$10.43M
53,159 shares@ $196.2 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.86%
5.04%
$5.787M
22,096 shares@ $261.93 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -10.76%
2.41%
$2.767M
31,197 shares@ $88.7 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 269.52%
1.76%
$2.014M
39,509 shares@ $50.99 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 99.84%
1.29%
$1.481M
2,478 shares@ $597.47 avg price
AAPL
Apple Inc
Recent Activity
1.29%
$1.472M
5,801 shares@ $253.8 avg price

1-10 of 28