Carson Advisory Inc.

Est. AUM

$192.9M

13F long equity, this entity only

Positions

188

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	HOME DEPOT INC	COM	$10.0M	30542	5.21%	SOLE
2	CAPITAL GROUP CONSERVATIVE E	SHS	$8.7M	292429	4.52%	SOLE
3	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$7.9M	236964	4.10%	SOLE
4	T ROWE PRICE ETF INC	CAP APPRECIATION	$7.8M	219371	4.05%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	14846	3.69%	SOLE
6	SOUTHERN CO	COM	$6.9M	71493	3.58%	SOLE
7	EDISON INTL	COM	$5.4M	73295	2.78%	SOLE
8	APPLE INC	COM	$4.8M	18963	2.50%	SOLE
9	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.8M	92546	2.49%	SOLE
10	DOMINION ENERGY INC	COM	$4.6M	75176	2.41%	SOLE
11	AES CORP	COM	$4.2M	297854	2.18%	SOLE
12	DUKE ENERGY CORP NEW	COM NEW	$4.0M	30791	2.09%	SOLE
13	INTERNATIONAL BUSINESS MACHS	COM	$3.6M	14939	1.88%	SOLE
14	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.5M	83325	1.84%	SOLE
15	MICROSOFT CORP	COM	$3.0M	8055	1.55%	SOLE
16	T ROWE PRICE ETF INC	CAPITAL APPRECIA	$2.9M	128600	1.49%	SOLE
17	BANK AMERICA CORP	COM	$2.8M	56592	1.43%	SOLE
18	JPMORGAN CHASE & CO	COM	$2.6M	8974	1.37%	SOLE
19	JOHNSON & JOHNSON	COM	$2.5M	10022	1.27%	SOLE
20	JACKSON FINANCIAL INC	COM CL A	$2.2M	20971	1.15%	SOLE
21	DELTA AIR LINES INC	COM NEW	$1.9M	28930	1.00%	SOLE
22	PROCTER & GAMBLE CO	COM	$1.7M	12083	0.90%	SOLE
23	ALPHABET INC	CAP STK CL C	$1.7M	5754	0.86%	SOLE
24	NUVEEN MUN CR INCOME FD	COM SH BEN INT	$1.6M	134230	0.85%	SOLE
25	AT&T INC	COM	$1.6M	56263	0.85%	SOLE
26	COCA COLA CO	COM	$1.6M	20919	0.82%	SOLE
27	CAPITAL GROUP CORE BALANCED	SHS	$1.6M	45656	0.81%	SOLE
28	ISHARES TR	PFD AND INCM SEC	$1.5M	48350	0.76%	SOLE
29	CITIGROUP INC	COM NEW	$1.4M	12725	0.75%	SOLE
30	WALMART INC	COM	$1.4M	11013	0.71%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	6354	0.71%	SOLE
32	WESTERN ASSET INTER MUNI	COM	$1.3M	168597	0.67%	SOLE
33	EXXON MOBIL CORP	COM	$1.3M	7610	0.67%	SOLE
34	VERIZON COMMUNICATIONS INC	COM	$1.3M	25365	0.66%	SOLE
35	NVIDIA CORPORATION	COM	$1.2M	7138	0.65%	SOLE
36	NEXTERA ENERGY INC	COM	$1.1M	12319	0.59%	SOLE
37	CHEVRON CORPORATION	COM	$1.1M	5455	0.59%	SOLE
38	BLACKSTONE INC	COM	$1.1M	9719	0.58%	SOLE
39	GOLDMAN SACHS ETF TR	JUST US LRG CP	$1.1M	11900	0.57%	SOLE
40	AFLAC INC	COM	$1.1M	9907	0.56%	SOLE
41	EATON CORP PLC	SHS	$1.1M	3001	0.56%	SOLE
42	PEPSICO INC	COM	$1.1M	6878	0.55%	SOLE
43	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.1M	21349	0.55%	SOLE
44	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.1M	23623	0.55%	SOLE
45	AMAZON COM INC	COM	$1.0M	4864	0.53%	SOLE
46	BOEING CO	COM	$1.0M	5033	0.52%	SOLE
47	WELLS FARGO & CO	COM	$993K	12477	0.51%	SOLE
48	GE AEROSPACE	COM NEW	$987K	3478	0.51%	SOLE
49	CARLYLE GROUP INC	COM	$930K	19226	0.48%	SOLE
50	META PLATFORMS INC	CL A	$928K	1622	0.48%	SOLE

1–50 of 188

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.