13F Filings History of Carter Financial, LLC

Latest 13F report
Q4 2025 - 17 Mar 2026
Value $
$113,324,780
Signature - Title
Christina Hammann - Chief Compliance Officer
Location
La Jolla, CA
Summary
This page shows a list of all the recent 13F filings made by Carter Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carter Financial, LLC reported 24 stock holdings with total value $113,324,780 as of Q4 2025. Top holdings included VUG, VTI, CGDV, VTV, and LMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $113,324,780 $0 $0 $0 VUG, VTI, CGDV, VTV, LMBS 13F-HR 17 Mar 2026, 14:33