Arkolith/Funds/Carroll Advisory Group, LLC

Carroll Advisory Group, LLC

CIK 2108684
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Carroll Advisory Group, LLC holds a focused book of 73 reported positions worth $304.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Schwab International DVD ETF and trimmed Ishares Cur HDG Msci Acwi-X. Their largest long position is Vanguard S&P 500 ETF at 9% of the reported non-option book. They also disclosed $84K in call options (bullish), shown separately below and excluded from the non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
61%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

12% mapped to company sectors

ETFs / funds
88%
Information Technology
7%
Materials
3%
Consumer Discretionary
2%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Carroll Advisory Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 73$2.9B
Donor Advised Charitable Giving, Inc.7 / 73$4.4B
Hoffman, Alan N Investment Management9 / 73$161.9M
Stuart Investment Advisors, Inc.9 / 73$234.0M
Kearns & Associates LLC12 / 73$191.1M
Prospera Capital Management, LLC23 / 73$278.9M
Burrus Financial Services, Inc.7 / 73$200.0M
9823 Capital, L.P.7 / 73$125.4M

Ranked by the share of each fund's own book sitting in the names it shares with Carroll Advisory Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$28.6M41.7K
9.4%
+7.4%
Added · +3K sh
2Invesco Exchange Traded FD T
S&P500 EQL WGT
$25.2M118.4K
8.3%
+11%
Added · +12K sh
3Ishares TR
MSCI ACWI EXUS
$23.3M501.0K
7.7%
−9.4%
Reduced · −52K sh
4Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$19.3M63.6K
6.3%
+3.3%
Added · +2K sh
5Ishares TR
CORE S&P MCP ETF
$18.4M238.3K
6.0%
+12%
Added · +26K sh
6SPDR Series Trust
ST STR SP600 SML
$17.3M300.4K
5.7%
+14%
Added · +37K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$15.7M220.2K
5.2%
+47%
Added · +70K sh
8Proshares TR
S&P 500 DV ARIST
$15.5M275.9K
5.1%
+136%
Added · +159K sh
9Nvidia Corporation
COM
$13.1M65.3K
4.3%
+0.5%
Added · +336 sh
10Vanguard Index FDS
TOTAL STK MKT
$9.5M25.6K
3.1%
−12%
Reduced · −4K sh
11Procter & Gamble Co
COM
$8.3M56.4K
2.7%
−0.1%
Reduced · −30 sh
12Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$7.0M374.5K
2.3%
+23%
Added · +69K sh
13Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$6.8M335.3K
2.2%
+21%
Added · +59K sh
14Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$6.6M338.7K
2.2%
+20%
Added · +57K sh
15SPDR Series Trust
ST STR P500ETF
$6.2M71.1K
2.1%
−2.2%
Reduced · −2K sh
16Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$5.9M303.9K
1.9%
−1.6%
Reduced · −5K sh
17Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$5.7M341.8K
1.9%
+19%
Added · +56K sh
18Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$4.1M249.4K
1.3%
+16%
Added · +35K sh
19International Business Machs
COM
$3.8M13.7K
1.3%
−0.3%
Reduced · −44 sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.8M64.0K
1.3%
+57%
Added · +23K sh
21Invesco QQQ TR
UNIT SER 1
$3.5M4.7K
1.1%
−1.9%
Reduced · −92 sh
22Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$3.3M162.7K
1.1%
+13%
Added · +19K sh
23Invesco Exch TRD SLF Idx FD
BULLETSHARES
$3.3M160.8K
1.1%
+9.6%
Added · +14K sh
24Tesla Inc
COM
$3.3M7.8K
1.1%
+8.1%
Added · +583 sh
25SPDR Series Trust
ST STR P400MID
$3.1M46.6K
1.0%
~0%
Added · +13 sh
26Vanguard Star FDS
VG TL INTL STK F
$3.1M36.0K
1.0%
−11%
Reduced · −5K sh
27Vanguard Scottsdale FDS
VNG RUS1000IDX
$2.8M8.2K
0.9%
−0.3%
Reduced · −21 sh
28Invesco Exch TRD SLF Idx FD
BUL 2033 COR ETF
$2.7M126.3K
0.9%
+11%
Added · +13K sh
29Vanguard Intl Equity Index F
ALLWRLD EX US
$2.6M31.3K
0.9%
−0.5%
Reduced · −160 sh
30Invesco Exch TRD SLF Idx FD
BULL 2034 CO ETF
$2.5M123.0K
0.8%
+6.7%
Added · +8K sh
31SPDR Index SHS FDS
ST STR PO EX ETF
$2.4M47.1K
0.8%
−18%
Reduced · −10K sh
32Apple Inc
COM
$1.9M6.6K
0.6%
−5.8%
Reduced · −406 sh
33Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.9M12.1K
0.6%
−56%
Reduced · −16K sh
34Schwab Strategic TR
US DIVIDEND EQ
$1.8M58.3K
0.6%
+11%
Added · +6K sh
35Ishares TR
RUS MID CAP ETF
$1.8M16.1K
0.6%
−1.8%
Reduced · −300 sh
36Invesco Exch Traded FD TR II
RUSEL 1000 EQL
$1.8M29.7K
0.6%
Held
37Schwab Strategic TR
US SML CAP ETF
$1.5M41.4K
0.5%
−2.1%
Reduced · −872 sh
38Amazon Com Inc
COM
$1.4M5.9K
0.5%
−1.9%
Reduced · −111 sh
39Fidelity Comwlth TR
NASDAQ COMPSIT
$1.3M12.4K
0.4%
−3.1%
Reduced · −402 sh
40Microsoft Corp
COM
$956K2.6K
0.3%
−1.6%
Reduced · −42 sh
41Exxon Mobil Corp
COM
$927K6.8K
0.3%
~0%
Added · +1 sh
42Vanguard Index FDS
SMALL CP ETF
$921K3.0K
0.3%
Held
43Glacier Bancorp Inc New
COM
$762K14.8K
0.3%
Held
44SPDR Series Trust
ST STR AGGRE ETF
$700K27.4K
0.2%
−41%
Reduced · −19K sh
45Vanguard Index FDS
GROWTH ETF
$695K8.1K
0.2%
+500%
Added · +7K sh
46Vanguard BD Index FDS
TOTAL BND MRKT
$586K8.0K
0.2%
−3.4%
Reduced · −280 sh
47Vanguard Specialized Funds
DIV APP ETF
$555K2.3K
0.2%
+17%
Added · +348 sh
48Vanguard Scottsdale FDS
SHORT TERM TREAS
$526K9.0K
0.2%
+1.3%
Added · +119 sh
49Vanguard Scottsdale FDS
SHRT TRM CORP BD
$518K6.6K
0.2%
+1.4%
Added · +88 sh
50Schwab Strategic TR
US AGGREGATE B
$514K22.2K
0.2%
Held
Showing 50 of 73 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$84K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishTESLA INCTSLA$84K600

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$304.5M · Q2 2026Q4 2025 · $231.1MQ2 2026 · $304.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d93$304.5M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d68$257.6M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d72$231.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.