Carter Financial Group, INC.

Institutional manager·CIK 0001919749

Annual return

—

SPY

—

Alpha

—

Invested

$323.3M

Holdings

125

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$BRK/B

Berkshire Hathaway Inc Class B

Q1 2026: Exited (was 42.6k shares)

12.4%

$QQQM

Invesco NASDAQ 100 ETF

Q1 2026: Exited (was 47.3k shares)

6.8%

$DIVO

Amplify CWP Enhanced Dividend Income ETF

Q1 2026: Exited (was 181.9k shares)

5.0%

$DBEF

Xtrackers MSCI EAFE Hedged Equity ETF

Q1 2026: Exited (was 134.8k shares)

4.2%

$AAPL

Apple Inc

Q1 2026: Sold 89.0% (25.1k → 2.8k shares)

4.0%

$BLOK

Amplify Blockchain Technology ETF

Q1 2026: Exited (was 129.6k shares)

4.0%

$BITB

Bitwise Bitcoin ETF

Q1 2026: Exited (was 135.0k shares)

3.1%

$NVDA

NVIDIA Corp

Q1 2026: Sold 88.6% (28.6k → 3.2k shares)

3.1%

$CALF

Pacer US Small Cap Cash Cows 100 ETF

Q1 2026: Exited (was 106.5k shares)

2.9%

$BNDI

NEOS Enhanced Income Aggregate Bond ETF

Q1 2026: Exited (was 96.3k shares)

2.9%

See all 125 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:19 UTC.