SEC Form 13F

Carter Financial Group, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$192,911,860
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$20,862,58041,693
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$13,370,74244,132
DBX ETF TRDBEFXTRACK MSCI EAFE$8,734,740159,889
AMPLIFY ETF TRDIVOCWP ENHANCED DIV$8,288,691181,372
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$8,274,577241,453
AMPLIFY ETF TRBLOKBLOCK TECHN ETF$7,516,687120,017
TIDAL TRUST IIIAISVIST ARTI IN ETF$6,695,29978,482
APPLE INCAAPLCOM$6,483,16622,405
NVIDIA CORPORATIONNVDACOM$5,708,01328,527
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$5,048,47040,465

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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