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Value $
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$155M
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Signature - Title
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Andrew Sontag - President
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Location
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Carlsbad, CA
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Summary
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This page shows a list of all the recent 13F filings made by Carlsbad Wealth Advisory Group, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Carlsbad Wealth Advisory Group, Inc. reported 45 stock holdings
with total value $155M as of Q2 2023. Top holdings included SCHX, SCHG, SCHV, VEA, and SCHP.