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Portfolio (Quarterly) Guide ↗

CarsonAllaria Wealth Management, Ltd.

· CIK 0001900946
13F Portfolio $202M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO CO NEW Financial Services 3,816.0 $356K 0.18% NEW $93.21 -18.7%
42 WPC WP CAREY INC Real Estate 5,419.0 $349K 0.17% NEW $64.35 +16.1%
43 PSX PHILLIPS 66 Energy 2,694.0 $348K 0.17% NEW $129.03 +36.0%
44 EMR EMERSON ELEC CO Industrials 2,567.0 $341K 0.17% NEW $132.73 +5.6%
45 ARKK ARK ETF TR 4,380.0 $337K 0.17% NEW $76.93 +1.0%
46 BLK BLACKROCK INC Financial Services 308.0 $330K 0.16% NEW $1069.86 -0.1%
47 GOOG ALPHABET INC Communication Services 1,045.0 $328K 0.16% NEW $313.84 +23.3%
48 SPY SPDR S&P 500 ETF TR Financial Services 480.0 $328K 0.16% NEW $682.56 +9.8%
49 XOM EXXON MOBIL CORP Energy 2,631.0 $317K 0.16% NEW $120.33 +22.8%
50 CNI CANADIAN NATL RY CO Industrials 3,017.0 $298K 0.15% NEW $98.86 +19.5%
51 IVV ISHARES TR 420.0 $287K 0.14% NEW $684.32 +10.1%
52 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,165.0 $274K 0.14% NEW $126.61 +21.0%
53 KO COCA COLA CO Consumer Defensive 3,900.0 $273K 0.14% NEW $69.92 +17.6%
54 PFE PFIZER INC Healthcare 10,686.0 $266K 0.13% NEW $24.90 +5.5%
55 ENTERGY CORP NEW 2,850.0 $263K 0.13% NEW $92.44
56 IVW ISHARES TR 2,080.0 $256K 0.13% NEW $123.28 +11.9%
57 FMBH FIRST MID ILL BANCSHARES INC Financial Services 6,463.0 $252K 0.12% NEW $39.00 +13.4%
58 CGDV CAPITAL GROUP DIVIDEND VALUE 5,696.0 $249K 0.12% NEW $43.64 +10.3%
59 DUK DUKE ENERGY CORP NEW Utilities 1,987.0 $233K 0.12% NEW $117.22 +6.9%
60 VOO VANGUARD INDEX FDS 367.0 $230K 0.11% NEW $627.44 +9.8%
Page 3 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.0%
Industrials 15.0%
Healthcare 11.6%
Financial Services 7.1%
Consumer Cyclical 6.6%
Energy 6.2%
Consumer Defensive 4.4%
Utilities 3.7%
Real Estate 3.5%
Communication Services 3.0%