13F Filings History of Carr Financial Group Corp

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$375,464,468
Signature - Title
Benjamin Cauley - Chief Compliance Officer
Location
Worcester, MA
Summary
This page shows a list of all the recent 13F filings made by Carr Financial Group Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carr Financial Group Corp reported 179 stock holdings with total value $375,464,468 as of Q4 2025. Top holdings included BND, VIG, IQLT, EMXC, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 179 $375,464,468 +$24,007,468 -$21,775,132 +$2,232,336 BND, VIG, IQLT, EMXC, GLD 13F-HR 08 Jan 2026, 18:32
Q3 2025 188 $364,204,270 +$46,807,192 -$40,384,728 +$6,422,464 BND, VIG, IQLT, EMXC, VTI 13F-HR 07 Oct 2025, 21:05
Q2 2025 187 $338,891,114 +$42,324,297 -$30,502,676 +$11,821,621 BND, IQLT, SCHX, VIG, HELO 13F-HR 15 Jul 2025, 17:08
Q1 2025 175 $305,160,337 +$21,999,424 -$26,484,321 -$4,484,897 BND, HELO, SCHX, VIG, VTI 13F-HR 21 Apr 2025, 20:54
Q4 2024 180 $318,189,122 +$49,322,609 -$47,417,370 +$1,905,239 SCHX, HELO, BND, VTI, VIG 13F-HR 21 Jan 2025, 11:15
Q3 2024 194 $335,229,218 +$42,129,225 -$36,042,297 +$6,086,928 BND, SCHX, VIG, EMXC, VTI 13F-HR 01 Nov 2024, 12:41
Q2 2024 185 $314,366,576 +$44,457,021 -$30,277,741 +$14,179,280 BND, SCHX, VIG, VTI, QQQE 13F-HR 12 Jul 2024, 14:38
Q1 2024 179 $300,542,013 +$58,481,113 -$36,159,529 +$22,321,584 BND, SCHX, VIG, QQQE, EMXC 13F-HR 25 Apr 2024, 12:21
Q4 2023 167 $270,256,018 +$33,580,577 -$33,857,395 -$276,818 BND, SCHX, JEPI, QQQE, SHY 13F-HR 26 Jan 2024, 17:26
Q3 2023 163 $251,753,769 +$30,464,264 -$21,069,734 +$9,394,530 BND, VEA, JEPI, EEMV, SHY 13F-HR 06 Nov 2023, 18:01
Q2 2023 175 $250,531,292 +$27,854,103 -$12,765,916 +$15,088,187 BND, VEA, MGK, EEMV, JEPI 13F-HR 14 Jul 2023, 17:38
Q1 2023 169 $226,959,981 +$55,835,504 -$28,326,462 +$27,509,042 BND, VEA, EEMV, JEPI, MGK 13F-HR 19 Apr 2023, 20:27
Q4 2022 164 $189,953,592 $0 $0 $0 VEA, VYM, BND, JEPI, EEMV 13F-HR 13 Feb 2023, 16:30