Carrera Capital Advisors

All 13F Filings

Location
Troy, MI
Most recent 13F
Q2 2026
Holdings value ($000)
674,851
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
Q2 2026 8/3/2026 210 674,851 13F-HR Carrera Capital Advisors
Q1 2026 5/4/2026 188 649,142 13F-HR Carrera Capital Advisors
Q4 2025 1/30/2026 171 594,750 13F-HR Carrera Capital Advisors
Q3 2025 11/4/2025 151 557,354 13F-HR Carrera Capital Advisors
Q2 2025 7/31/2025 143 496,593 13F-HR Carrera Capital Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 226 K 33.5% 0 6.937 K -6.937 K
ETFs 448.8 K 66.5% 44.24 K 0 44.24 K
Debt 0 0.0% 0 11.6 K -11.6 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
674,851
Holdings
210
QoQ value change ($000)
25,709 (4.0%)
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.