CARLSON FINANCIAL, INC.
All 13F Filings
- Location
- Canby, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 189,055
- 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 | 11/5/2026 | 190 | 189,055 | 13F-HR | CARLSON FINANCIAL, INC. |
| Q2 2026 | 8/24/2026 | 195 | 196,057 | 13F-HR | CARLSON FINANCIAL, INC. |
| Q1 2026 | 8/24/2026 | 181 | 169,632 | 13F-HR | CARLSON FINANCIAL, INC. |
| Q4 2025 | 8/24/2026 | 180 | 172,671 | 13F-HR | CARLSON FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.8 K | 62.8% | 0 | 3.105 K | -3.105 K |
| ETFs | 70.24 K | 37.2% | 0 | 3.894 K | -3.894 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
189,055
Holdings
190
QoQ value change ($000)
-7,002
(-3.6%)
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.