Carter Financial, LLC
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,360
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 33 | 133,360 | 13F-HR | Carter Financial, LLC |
| Q1 2026 | 5/13/2026 | 28 | 114,993 | 13F-HR | Carter Financial, LLC |
| Q4 2025 | 3/17/2026 | 24 | 113,325 | 13F-HR | Carter Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.14 K | 28.6% | 5.677 K | 0 | 5.677 K |
| ETFs | 94.91 K | 71.2% | 12.38 K | 0 | 12.38 K |
| Debt | 313 | 0.2% | 313 | 0 | 313 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
133,360
Holdings
33
QoQ value change ($000)
18,367
(16.0%)
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.