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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVE ISHARES TR 1,076.0 $244K 0.11% +81.0 +8.1% $227.12 +4.3%
62 RY ROYAL BK CDA Financial Services 1,164.0 $241K 0.10% NEW $206.97 +1.7%
63 NEE NEXTERA ENERGY INC Utilities 2,716.0 $238K 0.10% $87.76 -4.9%
64 AOR ISHARES TR 3,413.0 $237K 0.10% $69.51 +0.8%
65 ITW ILLINOIS TOOL WKS INC Industrials 875.0 $237K 0.10% $270.40 -0.1%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 5,351.0 $227K 0.10% -177.0 -3.2% $42.34 +18.4%
67 JNJ JOHNSON & JOHNSON Healthcare 873.0 $222K 0.10% $254.07 +8.3%
68 DGRO ISHARES TR 2,768.0 $210K 0.09% NEW $75.79 +4.4%
69 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 708.0 $208K 0.09% $293.28 +2.7%
70 SPDW SPDR INDEX SHS FDS 4,101.0 $207K 0.09% NEW $50.39 +3.8%
71 EIX EDISON INTL Utilities 2,692.0 $200K 0.09% -188.0 -6.5% $74.45 -23.8%
Page 4 of 4  ·  71 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%