13F Filings History of Carson Advisory Inc.
- Latest 13F filing
- Q2 2026 - 11 Aug 2026
- Latest reported 13F value
- $217,739,770
- Largest 13F holdings
-
HD CGGO CGCV TCAF BRKB SO AAPL EIX D BINC IBM CGDV
+8 more
AES DUK BAC MSFT JPM DAL JNJ TCAL - Form 13F summary
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- Carson Advisory Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Carson Advisory Inc. reported 204 equity holdings with a total reported market value of $217,739,770 for Q2 2026. Top reported holdings included HD, CGGO, CGCV, TCAF, and BRKB.
- Manager signature
- Lindsey Seagraves - Chief Compliance Officer
- Manager location
- Athens, GA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$217,739,770
Quarter delta
+$24,846,241
Accepted
11 Aug 2026, 09:27
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 204 | $217,739,770 | +$15,360,440 | -$7,264,724 | +$8,095,716 | HD, CGGO, CGCV, TCAF, BRKB | 13F-HR | 11 Aug 2026, 09:27 |
| Q1 2026 | 188 | $192,893,529 | +$9,548,133 | -$6,178,862 | +$3,369,271 | HD, CGCV, CGGO, TCAF, BRKB | 13F-HR | 07 May 2026, 17:09 |
| Q4 2025 | 183 | $192,415,915 | +$10,570,439 | -$4,365,914 | +$6,204,525 | HD, CGCV, CGGO, TCAF, BRKB | 13F-HR | 12 Feb 2026, 14:57 |
| Q3 2025 | 173 | $185,390,028 | +$24,837,576 | -$6,230,650 | +$18,606,926 | HD, CGCV, CGGO, BRKB, TCAF | 13F-HR | 06 Nov 2025, 17:11 |
| Q2 2025 | 171 | $157,362,113 | +$8,274,034 | -$5,409,300 | +$2,864,734 | CGGO, BRKB, SO, TCAF, IBM | 13F-HR | 05 Aug 2025, 10:16 |
| Q1 2025 | 164 | $148,490,683 | +$10,671,263 | -$5,120,513 | +$5,550,750 | BRKB, CGGO, SO, TCAF, AAPL | 13F-HR | 02 May 2025, 16:50 |
| Q4 2024 | 157 | $143,806,276 | +$6,720,606 | -$20,466,004 | -$13,745,398 | CGGO, BRKB, SO, AAPL, TCAF | 13F-HR | 13 Feb 2025, 14:51 |
| Q3 2024 | 177 | $159,297,354 | +$9,761,555 | -$5,159,093 | +$4,602,462 | CGGO, BRKB, SO, AAPL, TCAF | 13F-HR | 01 Nov 2024, 12:37 |
| Q2 2024 | 166 | $142,526,979 | +$8,542,346 | -$8,182,373 | +$359,973 | CGGO, BRKB, SO, AAPL, MSFT | 13F-HR | 07 Aug 2024, 17:06 |
| Q1 2024 | 173 | $142,172,718 | +$7,534,206 | -$2,976,621 | +$4,557,585 | BRKB, CGGO, SO, MSFT, AAPL | 13F-HR | 03 May 2024, 15:35 |
| Q4 2023 | 160 | $128,595,626 | +$6,377,531 | -$4,961,688 | +$1,415,843 | BRKB, CGGO, SO, AAPL, EIX | 13F-HR | 06 Feb 2024, 11:48 |
| Q3 2023 | 150 | $114,104,133 | +$5,687,760 | -$5,310,798 | +$376,962 | BRKB, SO, CGGO, AAPL, EIX | 13F-HR | 08 Nov 2023, 17:36 |
| Q2 2023 | 156 | $118,386,311 | +$9,581,101 | -$7,095,488 | +$2,485,613 | SO, BRKB, CGGO, AAPL, EIX | Restatement | 28 Jul 2023, 14:57 |
| Q1 2023 | 151 | $112,513,843 | +$12,423,994 | -$5,759,901 | +$6,664,093 | SO, BRKB, EIX, CGGO, NKG | 13F-HR | 05 May 2023, 12:25 |
| Q4 2022 | 138 | $104,266,515 | +$9,510,458 | -$4,348,960 | +$5,161,498 | SO, BRKB, NKG, EIX, CGGO | 13F-HR | 08 Feb 2023, 13:55 |
| Q3 2022 | 126 | $90,242,000 | +$11,121,432 | -$2,914,419 | +$8,207,013 | SO, BRKB, NKG, EIX, AAPL | 13F-HR | 07 Nov 2022, 16:34 |
| Q2 2022 | 123 | $89,540,000 | +$8,753,332 | -$4,748,346 | +$4,004,986 | SO, EIX, BRKB, T, AAPL | 13F-HR | 03 Aug 2022, 16:05 |
| Q1 2022 | 134 | $100,524,000 | +$8,942,133 | -$6,069,531 | +$2,872,602 | SO, BRKB, EIX, T, AAPL | 13F-HR | 02 May 2022, 18:25 |
| Q4 2021 | 134 | $98,697,000 | $0 | $0 | $0 | SO, BRKB, AAPL, EIX, T | 13F-HR | 08 Feb 2022, 16:30 |