13F Filings History of Carter Financial Group, INC.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$168,580,070
Signature - Title
Kevin Carter - President
Location
Barrington, IL
Summary
This page shows a list of all the recent 13F filings made by Carter Financial Group, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carter Financial Group, INC. reported 121 stock holdings with total value $168,580,070 as of Q4 2025. Top holdings included BRKB, QQQM, DIVO, BLOK, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $168,580,070 +$9,853,412 -$5,448,671 +$4,404,741 BRKB, QQQM, DIVO, BLOK, AAPL 13F-HR 13 Feb 2026, 11:16
Q3 2025 116 $165,546,835 +$31,394,571 -$31,109,643 +$284,928 BRKB, QQQM, BLOK, BITB, DIVO 13F-HR 14 Nov 2025, 10:26
Q2 2025 115 $152,902,136 $0 $0 $0 Berkshire Hathaway Inc Class B, QQQM, BLOK, BITB, DIVO 13F-HR 22 Aug 2025, 13:08
Q1 2022 60 $74,596,000 $0 $0 $0 BRKB, QQQ, DBEF, SLYV, DIVO 13F-HR 03 May 2022, 16:08