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Portfolio (Quarterly) Guide ↗

Carson Advisory Inc.

· CIK 0001909304
13F Portfolio $218M AUM 204 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 204 New
Page 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 2,516.0 $465K 0.21% NEW $184.79 -14.2%
102 IVV ISHARES TR 612.0 $459K 0.21% NEW $749.38 +3.0%
103 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,590.0 $456K 0.21% NEW $69.19 +3.0%
104 JEPI J P MORGAN EXCHANGE TRADED F 7,992.0 $451K 0.21% NEW $56.48 +2.5%
105 CSCO CISCO SYS INC Technology 3,754.0 $441K 0.20% NEW $117.47 -5.5%
106 VTRS VIATRIS INC Healthcare 27,700.0 $440K 0.20% NEW $15.88 +3.2%
107 OKTA OKTA INC Technology 3,150.0 $430K 0.20% NEW $136.45 +4.3%
108 MO ALTRIA GROUP INC Consumer Defensive 5,962.0 $429K 0.20% NEW $71.95 -9.7%
109 DBEF DBX ETF TR 7,667.0 $419K 0.19% NEW $54.63 +2.2%
110 QS QUANTUMSCAPE CORP Consumer Cyclical 55,300.0 $418K 0.19% NEW $7.56 -24.6%
111 CGCP CAPITAL GRP FIXED INCM ETF T 18,721.0 $417K 0.19% NEW $22.29 -1.4%
112 MMU WESTERN ASSET MANAGED MUNS F Financial Services 39,604.0 $413K 0.19% NEW $10.42 -2.1%
113 ITW ILLINOIS TOOL WKS INC Industrials 1,513.0 $409K 0.19% NEW $270.44 +5.7%
114 DIS DISNEY WALT CO Communication Services 4,200.0 $404K 0.19% NEW $96.25 +8.6%
115 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,076.0 $399K 0.18% NEW $370.59 -2.9%
116 MRK MERCK & CO INC Healthcare 3,024.0 $389K 0.18% NEW $128.50 +5.9%
117 IWF ISHARES TR 3,051.0 $379K 0.17% NEW $124.16 -0.8%
118 CVS CVS HEALTH CORP Healthcare 3,617.0 $374K 0.17% NEW $103.45 -8.7%
119 ENB ENBRIDGE INC Energy 6,818.0 $370K 0.17% NEW $54.21 -5.4%
120 NKSH NATIONAL BANKSHARES INC VA Financial Services 10,000.0 $363K 0.17% NEW $36.33 +18.1%
Page 6 of 11  ·  204 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
Utilities 20.7%
Financial Services 19.9%
Technology 16.7%
Consumer Cyclical 11.7%
Industrials 8.4%
Consumer Defensive 7.0%
Healthcare 6.1%
Communication Services 3.6%
Energy 3.4%
Real Estate 1.8%