Arkolith/Funds/CarsonAllaria Wealth Management, Ltd.

CarsonAllaria Wealth Management, Ltd.

CIK 1900946Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

CarsonAllaria Wealth Management, Ltd. holds a focused book of 71 stocks worth $230.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Dimensional US Marketwide Va. Their largest long position is SS SPDR P S&P 500 Growth ETF at 13% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
29
existing
Trimmed
27
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.7%
+12.8%/yr · since Oct '25
Their reported book
+11.7%
held from quarter-end
S&P 500
+12.9%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
CarsonAllaria Wealth Management, Ltd. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +11.7%, a 1.9-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning CarsonAllaria Wealth Management, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
65%
Top 20 holdings
86%

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

Direct sector allocation

9% mapped to company sectors

ETF / fund or unclassified
91%
Information Technology
3%
Industrials
2%
Health Care
1%
Financials
1%
Consumer Discretionary
1%
Utilities
0%
Real Estate
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as CarsonAllaria Wealth Management, Ltd.

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO75 / 71$424.5B
MORGAN STANLEY75 / 71$411.3B
ROYAL BANK OF CANADA75 / 71$137.3B
WELLS FARGO & COMPANY/MN75 / 71$115.3B
LPL Financial LLC75 / 71$75.0B
RAYMOND JAMES FINANCIAL INC75 / 71$61.8B
FIFTH THIRD BANCORP75 / 71$17.5B
OSAIC HOLDINGS, INC.75 / 71$13.5B

Ranked by how many of CarsonAllaria Wealth Management, Ltd.'s top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

71 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$29.7M249.5K
12.9%
+3.5%
Added · +8K sh
2SPDR Series Trust
ST STR P500VAL
$27.0M443.5K
11.7%
+4.9%
Added · +21K sh
3Dimensional ETF Trust
US EQUI MARK ETF
$23.2M283.7K
10.1%
+0.9%
Added · +3K sh
4Ishares TR
CORE MSCI INTL
$15.0M168.4K
6.5%
+6.5%
Added · +10K sh
5SPDR Series Trust
ST STR SP600SM C
$14.1M129.6K
6.1%
+4.1%
Added · +5K sh
6Dimensional ETF Trust
US SMALL CAP ETF
$10.3M125.6K
4.5%
+0.8%
Added · +993 sh
7SPDR Series Trust
ST STR P400MID
$7.8M116.0K
3.4%
+10%
Added · +11K sh
8Ishares Inc
CORE MSCI EMKT
$7.6M92.2K
3.3%
+1.9%
Added · +2K sh
9Dimensional ETF Trust
US MKTWIDE VALUE
$7.6M137.9K
3.3%
−0.4%
Reduced · −518 sh
10Pimco ETF TR
ACTIVE BD ETF
$7.5M81.8K
3.3%
+11%
Added · +8K sh
11Pimco ETF TR
MULTISECTOR BD
$7.2M272.0K
3.1%
+11%
Added · +26K sh
12Pimco ETF TR
ENHNCD LW DUR AC
$7.1M74.4K
3.1%
+11%
Added · +8K sh
13Pimco ETF TR
MUNI INCOME OPP
$6.6M145.0K
2.9%
−8.3%
Reduced · −13K sh
14Ishares TR
U.S. REAL ES ETF
$5.7M55.9K
2.5%
+3.3%
Added · +2K sh
15SPDR Index SHS FDS
ST INTL CAP ETF
$4.6M104.3K
2.0%
−0.5%
Reduced · −536 sh
16Pimco ETF TR
SHTRM MUN BD ACT
$3.8M75.8K
1.7%
−20%
Reduced · −19K sh
17SPDR Series Trust
ST STR SP600GRWO
$3.6M29.9K
1.5%
−3.1%
Reduced · −950 sh
18Apple Inc
COM
$3.5M12.3K
1.5%
−1.0%
Reduced · −124 sh
19Pimco ETF TR
INTER MUN BD ACT
$2.7M51.4K
1.2%
−19%
Reduced · −12K sh
20Dimensional ETF Trust
US REAL ESTA ETF
$2.6M99.3K
1.1%
+2.5%
Added · +2K sh
21SPDR Index SHS FDS
ST MARKE CAP ETF
$2.3M31.2K
1.0%
−2.2%
Reduced · −714 sh
22Microsoft Corp
COM
$2.1M5.7K
0.9%
+14%
Added · +707 sh
23Dimensional ETF Trust
INTL CORE EQT MK
$2.1M51.3K
0.9%
+1.1%
Added · +550 sh
24Ishares TR
CRE U S REIT ETF
$2.0M29.5K
0.8%
−2.5%
Reduced · −758 sh
25Dimensional ETF Trust
US TARGETED VLU
$1.9M26.6K
0.8%
−0.7%
Reduced · −195 sh
26Eli Lilly & Co
COM
$1.8M1.5K
0.8%
Held
27Caterpillar Inc
COM
$1.4M1.3K
0.6%
+0.7%
Added · +9 sh
28Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.5K
0.5%
−0.2%
Reduced · −5 sh
29Dimensional ETF Trust
INTL SMALL CAP V
$1.1M28.4K
0.5%
+3.4%
Added · +947 sh
30Nvidia Corporation
COM
$1.1M5.5K
0.5%
−1.2%
Reduced · −67 sh
31Dimensional ETF Trust
EMGR CRE EQT MNG
$1.1M27.0K
0.5%
−0.8%
Reduced · −213 sh
32Invesco Exchange Traded FD T
S&P500 QUALITY
$1.1M11.9K
0.5%
Held
33Dimensional ETF Trust
US COR EQU 2 ETF
$1.1M24.0K
0.5%
~0%
Reduced · −10 sh
34Walmart Inc
COM
$964K8.5K
0.4%
+85%
Added · +4K sh
35Amazon Com Inc
COM
$825K3.5K
0.4%
+2.7%
Added · +91 sh
36Dimensional ETF Trust
US SMALL CAP ETF
$691K17.8K
0.3%
−0.5%
Reduced · −98 sh
37Union Pac Corp
COM
$602K2.2K
0.3%
Held
38Lincoln Elec Hldgs Inc
COM
$547K2.1K
0.2%
+0.3%
Added · +6 sh
39Enbridge Inc
COM
$477K8.8K
0.2%
−4.2%
Reduced · −384 sh
40Advanced Micro Devices Inc
COM
$432K744
0.2%
New
New position
41WP Carey Inc
COM
$388K5.4K
0.2%
−0.3%
Reduced · −19 sh
42Alphabet Inc
CAP STK CL C
$370K1.0K
0.2%
Held
43Canadian Natl Ry Co
COM
$360K3.0K
0.2%
Held
44State STR SPDR S&P 500 ETF T
TR UNIT
$330K441
0.1%
+0.9%
Added · +4 sh
45Lamar Advertising Co
CL A
$322K2.1K
0.1%
−2.5%
Reduced · −52 sh
46Pfizer Inc
COM
$319K13.2K
0.1%
+1.1%
Added · +143 sh
47Coca Cola Co
COM
$315K3.9K
0.1%
−0.6%
Reduced · −23 sh
48Ark ETF TR
INNOVATION ETF
$315K3.9K
0.1%
−12%
Reduced · −554 sh
49Ishares TR
CORE S&P500 ETF
$313K418
0.1%
−0.7%
Reduced · −3 sh
50First Mid Bancshares Inc
COM
$313K6.5K
0.1%
+0.4%
Added · +24 sh
Showing 50 of 71 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202671$230.8M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202669$202.4M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202667$201.5M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202569$192.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.