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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 5,351.0 $227K 0.10% -177.0 -3.2% $42.34 +18.4%
22 EIX EDISON INTL Utilities 2,692.0 $200K 0.09% -188.0 -6.5% $74.45 -23.8%
Page 2 of 2  ·  22 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%