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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 744.0 $432K 0.19% NEW $580.91 -17.8%
2 SCHD SCHWAB STRATEGIC TR 8,649.0 $274K 0.12% NEW $31.71 +9.7%
3 SYBT STOCK YDS BANCORP INC Financial Services 3,583.0 $274K 0.12% NEW $76.47 +3.9%
4 RY ROYAL BK CDA Financial Services 1,164.0 $241K 0.10% NEW $206.97 +1.7%
5 DGRO ISHARES TR 2,768.0 $210K 0.09% NEW $75.79 +4.4%
6 SPDW SPDR INDEX SHS FDS 4,101.0 $207K 0.09% NEW $50.39 +3.8%

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%