Carsonallaria Wealth Management, Ltd. - Q12026 Holdings

Carsonallaria Wealth Management, Ltd. holds 69 stocks with a total portfolio value of $ 202.42M as of Q12026. In Q12026, Carsonallaria Wealth Management, Ltd. added 5 new positions, increased stakes in 34 stocks, reduced 20 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYV), representing 11.81% of the total portfolio.