Carota Wealth Management
All 13F Filings
- Location
- Thompsons Station, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 117,812
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 69 | 117,812 | 13F-HR | Carota Wealth Management |
| Q2 2026 | 7/6/2026 | 20 | 8,386 | 13F-HR | Brandywine Financial Group |
| Q1 2026 | 6/10/2026 | 36 | 117,787 | 13F-HR | Brandywine Financial Group |
| Q4 2025 | 6/10/2026 | 45 | 46,062 | 13F-HR | Brandywine Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.71 K | 54.9% | 63.68 K | 0 | 63.68 K |
| ETFs | 53.1 K | 45.1% | 45.75 K | 0 | 45.75 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
117,812
Holdings
69
QoQ value change ($000)
109,426
(1304.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.