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Portfolio (Quarterly) Guide ↗

CarsonAllaria Wealth Management, Ltd.

· CIK 0001900946
13F Portfolio $231M AUM 72 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 23 Added 22 Reduced 4 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 249,537.0 $29.7M 12.87% +8K +3.5% $118.99 +2.3%
2 SPYV SPDR SERIES TRUST 443,527.0 $27.0M 11.68% +21K +4.9% $60.79 +4.4%
3 DFUS DIMENSIONAL ETF TRUST 283,672.0 $23.2M 10.07% +3K +0.9% $81.94 +2.6%
4 IDEV ISHARES TR 168,393.0 $15.0M 6.50% +10K +6.5% $89.01 +4.9%
5 SLYV SPDR SERIES TRUST 129,564.0 $14.1M 6.13% +5K +4.1% $109.11 +0.5%
6 DFAS DIMENSIONAL ETF TRUST 125,618.0 $10.3M 4.48% +993.0 +0.8% $82.34 -0.2%
7 SPMD SPDR SERIES TRUST 115,961.0 $7.8M 3.40% +11K +10.4% $67.56 -1.6%
8 IEMG ISHARES INC 92,245.0 $7.6M 3.31% +2K +1.9% $82.84 +1.0%
9 BOND PIMCO ETF TR 81,818.0 $7.5M 3.27% +8K +11.1% $92.21 -2.4%
10 PYLD PIMCO ETF TR 272,041.0 $7.2M 3.13% +26K +10.7% $26.52 -1.8%
11 LDUR PIMCO ETF TR 74,416.0 $7.1M 3.08% +8K +11.4% $95.61 -0.6%
12 IYR ISHARES TR 55,886.0 $5.7M 2.48% +2K +3.3% $102.25 -0.1%
13 DFAR DIMENSIONAL ETF TRUST 99,348.0 $2.6M 1.13% +2K +2.5% $26.16 -1.2%
14 MSFT MICROSOFT CORP Technology 5,687.0 $2.1M 0.92% +707.0 +14.2% $373.02 +34.0%
15 DFAI DIMENSIONAL ETF TRUST 51,306.0 $2.1M 0.92% +550.0 +1.1% $41.25 +5.2%
16 CAT CATERPILLAR INC Industrials 1,315.0 $1.4M 0.61% +9.0 +0.7% $1064.62 -23.5%
17 DISV DIMENSIONAL ETF TRUST 28,444.0 $1.1M 0.49% +947.0 +3.4% $40.13 +12.1%
18 WMT WALMART INC Consumer Defensive 8,510.0 $964K 0.42% +4K +84.9% $113.25 -5.4%
19 AMZN AMAZON COM INC Consumer Cyclical 3,461.0 $825K 0.36% +91.0 +2.7% $238.34 +8.5%
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 441.0 $330K 0.14% +4.0 +0.9% $747.46 +3.0%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Industrials 16.1%
Healthcare 13.1%
Financial Services 7.5%
Consumer Defensive 6.5%
Consumer Cyclical 5.6%
Utilities 4.8%
Energy 3.8%
Real Estate 3.6%
Communication Services 1.2%