Carter Financial Group, Inc. Top Holdings and 13F Report (2025) About Carter Financial Group, Inc.Investment ActivityCarter Financial Group, Inc. has $152.90 million in total holdings as of June 30, 2025.Carter Financial Group, Inc. owns shares of 116 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway Inc Class B $20,757,263Invesco NASDAQ 100 ETF $11,054,756Amplify Transformational Data Sharing ETF $7,661,661Bitwise Bitcoin ETF $7,627,129Amplify CWP Enhanced Dividend Income ETF $7,340,100 Sector AllocationMap of 500 Largest Holdings ofCarter Financial Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBerkshire Hathaway Inc Class B$20,757,26342,73113.6%COMQQQMInvesco NASDAQ 100 ETF$11,054,75648,6787.2%ETFBLOKAmplify Transformational Data Sharing ETF$7,661,661134,1565.0%ETFBitwise Bitcoin ETF$7,627,129130,1785.0%SHS BEN INTDIVOAmplify CWP Enhanced Dividend Income ETF$7,340,100172,5054.8%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$5,869,329134,1563.8%ETFAAPLApple$5,222,86125,4563.4%Computer and TechnologyNVDANVIDIA$4,266,00827,0002.8%Computer and TechnologyBNDINEOS Enhanced Income Aggregate Bond ETF$4,132,95387,3192.7%ETFCALFPacer US Small Cap Cash Cows ETF$3,866,99397,1242.5%ETFBLDGCambria Global Real Estate ETF$3,653,298146,3432.4%ETFMSFTMicrosoft$3,317,9166,6772.2%Computer and TechnologyGABFGabelli Financial Services Opportunities ETF$2,881,59160,7291.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,375,06348,0201.6%ETFQQQInvesco QQQ$2,267,9394,1071.5%FinanceSCHCSchwab International Small-Cap Equity ETF$2,126,34849,9261.4%ETFAMZNAmazon.com$1,992,7199,0831.3%Retail/WholesaleGOOGAlphabet$1,992,60211,2331.3%Computer and TechnologyPalantir Technologies Inc Ordinary Shares - Class A$1,971,59614,4631.3%CL AJPSTJPMorgan Ultra-Short Income ETF$1,796,51635,4481.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$1,734,34938,4981.1%ETFGlobal X Defense Tech ETF$1,620,41726,8421.1%DEFENSE TECH ETFPPAInvesco Aerospace & Defense ETF$1,540,92510,8751.0%ETFZECPZacks Earnings Consistent Portfolio ETF$1,485,59346,5561.0%ETFSCHHSchwab U.S. REIT ETF$1,467,74069,3641.0%ETFTSLATesla$1,466,6754,6171.0%Auto/Tires/TrucksGOOGLAlphabet$1,437,6808,1580.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,241,5782,0050.8%FinanceBNDXVanguard Total International Bond ETF$1,179,59023,8250.8%ETFXOMExxon Mobil$1,175,05511,0010.8%EnergyORCLOracle$1,155,3265,2840.8%Computer and TechnologyITWIllinois Tool Works$1,100,5564,4240.7%IndustrialsMBBiShares MBS ETF$1,099,68511,7120.7%ETFIWViShares Russell 3000 ETF$1,093,2033,1150.7%ETFSMHVanEck Semiconductor ETF$1,071,6663,8430.7%ManufacturingBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$984,08347,3800.6%ETFVOOVanguard S&P 500 ETF$923,0001,6250.6%ETFSLYVSPDR S&P 600 Small Cap Value ETF$917,50611,5030.6%ETFWMTWalmart$905,2839,2580.6%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$902,52910,8840.6%ETFANETArista Networks$813,8767,9550.5%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$788,60813,1850.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$710,2647,6690.5%ETFIWBiShares Russell 1000 ETF$640,7041,8870.4%ETFMETAMeta Platforms$632,1338560.4%Computer and TechnologyAMGNAmgen$623,1092,2490.4%MedicalJPMJPMorgan Chase & Co.$610,6632,1060.4%FinanceRTXRTX$574,4303,9520.4%AerospaceCOINCoinbase Global$562,8871,6060.4%FinanceZacks Small/Mid Cap ETF$555,16916,3820.4%SMALL/MID CAPAXPAmerican Express$549,7721,7240.4%FinanceVEAVanguard FTSE Developed Markets ETF$532,1409,3340.3%ETFSNASnap-On$528,2611,7090.3%Consumer DiscretionaryERShares Private-Public Crossover ETF$497,25626,0480.3%ERSHARES PRIVATEVTWOVanguard Russell 2000 ETF$483,1505,5390.3%ETFIEFAiShares Core MSCI EAFE ETF$478,8765,7360.3%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$475,5039,5620.3%ETFVGSHVanguard Short-Term Treasury ETF$474,8348,0780.3%ETFBlock Inc Class A$463,0796,8170.3%CL AVCSHVanguard Short-Term Corporate Bond ETF$458,4575,7670.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$452,38512,0600.3%ETFIBUYAmplify Online Retail ETF$450,9736,5330.3%ETFVVisa$426,3501,2030.3%Business ServicesIBMInternational Business Machines$425,8421,4460.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$407,7434,1100.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$391,8272,9020.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$391,81611,6680.3%ETFIAGGiShares Core International Aggregate Bond ETF$379,0377,4190.2%ETFSCHPSchwab U.S. TIPS ETF$373,84114,0120.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$353,8775,8950.2%ETFAVGOBroadcom$340,6751,2360.2%Computer and TechnologyCEGConstellation Energy$338,1251,0480.2%EnergyBACBank of America$329,9956,9740.2%FinanceVWOBVanguard Emerging Markets Government Bond ETF$320,7384,9080.2%ETFMMM3M$313,2862,0680.2%Multi-Sector ConglomeratesSAPSAP$312,5441,0280.2%Computer and TechnologyLIILennox International$310,8555410.2%ConstructionGSThe Goldman Sachs Group$305,1964330.2%FinanceSCHXSchwab US Large-Cap ETF$301,14312,3220.2%ETFIBBiShares Biotechnology ETF$299,8132,3700.2%FinanceMCDMcDonald's$298,9151,0230.2%Retail/WholesaleCARRCarrier Global$296,0384,0450.2%ConstructionTAT&T$289,0259,9870.2%Computer and TechnologyJNJJohnson & Johnson$288,4351,9050.2%MedicalITAiShares U.S. Aerospace & Defense ETF$284,4771,5080.2%ETFIWMiShares Russell 2000 ETF$283,3811,3130.2%FinanceNGLNGL Energy Partners$277,07664,8890.2%EnergyQTUMDefiance Quantum ETF$274,9992,9950.2%ETFVBVanguard Small-Cap ETF$271,5311,1420.2%ETFCOFCapital One Financial$263,6691,2410.2%FinancePacific Oak Strategic Opportunity REIT Inc Ordinary Shares$248,28043,4060.2%REAL ESTATE INVESTMECATCaterpillar$247,2576370.2%IndustrialsVGSHVanguard Short-Term Treasury ETF$246,0915,3110.2%ETFINTCIntel$240,54610,7390.2%Computer and TechnologyGEGE Aerospace$236,6489190.2%AerospaceCCitigroup$234,8532,7590.2%Financial ServicesAVUVAvantis U.S. Small Cap Value ETF$232,9832,5570.2%ETFHDHome Depot$225,9886160.1%Retail/WholesaleAZNAstraZeneca$223,6203,2000.1%MedicalCSLCarlisle Companies$222,9245990.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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