Carter Financial Group, INC.
All 13F Filings
- Location
- Barrington, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 161,665
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 126 | 161,665 | 13F-HR | Carter Financial Group, INC. |
| Q4 2025 | 2/13/2026 | 121 | 168,580 | 13F-HR | Carter Financial Group, INC. |
| Q3 2025 | 11/14/2025 | 116 | 165,547 | 13F-HR | Carter Financial Group, INC. |
| Q2 2025 | 8/22/2025 | 116 | 152,902 | 13F-HR | Carter Financial Group, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.33 K | 42.9% | 0 | 62.29 K | -62.29 K |
| ETFs | 92.34 K | 57.1% | 56.49 K | 0 | 56.49 K |
| Other | 0 | 0.0% | 0 | 1.117 K | -1.117 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
161,665
Holdings
126
QoQ value change ($000)
-6,915
(-4.1%)
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.