Carter Financial Group, INC.
All 13F Filings
- Location
- Barrington, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 192,912
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 134 | 192,912 | 13F-HR | Carter Financial Group, INC. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.88 K | 48.7% | 24.55 K | 0 | 24.55 K |
| ETFs | 99.03 K | 51.3% | 6.692 K | 0 | 6.692 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
192,912
Holdings
134
QoQ value change ($000)
31,247
(19.3%)
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.