Carson Advisory Inc. 13F Holdings

CIK 0001909304 · ATHENS, GA

As of Sep 30, 2025, Carson Advisory Inc. reported 173 positions worth 85.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HOME DEPOT INCHDConsumer Cyclical30,215 2.2M6.60%
CAPITAL GROUP CONSERVATIVE EQUITY ETFCGCV—278,050$8.4M4.52%
CAPITAL GROUP GLOBAL GROWTH EQUITY ETFCGGO—229,120$7.8M4.22%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,639$7.4M3.97%
T ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF—185,980$7.0M3.78%
SOUTHERN COSOUtilities69,819$6.6M3.57%
APPLE INCAAPLTechnology19,378$4.9M2.66%
DOMINION ENERGY INCDUtilities75,416$4.6M2.49%
ISHARES FLEX I A ETF-USD INCBINC—79,472$4.2M2.28%
EDISON INTERNATIONALEIXUtilities75,679$4.2M2.26%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology14,720$4.2M2.24%
AES CORPAESUtilities304,979$4.0M2.16%
MICROSOFT CORPMSFTTechnology7,734$4.0M2.16%
DUKE ENERGY CORPDUKUtilities31,422$3.9M2.10%
CAPITAL GROUP DIVIDEND VALUE ETFCGDV—79,225$3.3M1.80%
JPMORGAN CHASE & COJPMFinancial Services9,563$3.0M1.63%
BANK OF AMERICA CORPBACFinancial Services57,470$3.0M1.60%
JACKSON FINANCIAL INCJXNFinancial Services24,611$2.5M1.34%
JOHNSON & JOHNSONJNJHealthcare10,691$2.0M1.07%
PROCTER & GAMBLE COPGConsumer Defensive12,059 .9M1.00%
AT&T INCTCommunication Services62,473 .8M0.95%
SYNOVUS FINANCIAL CORPSNVFinancial Services34,979 .7M0.93%
NUVEEN MUNICIPAL CREDIT INCOME FUNDNZF—134,517 .7M0.91%
ISHARES PREFERRED & INCOME SPFF—52,450 .7M0.89%
DELTA AIR LINES INCDALIndustrials29,130 .7M0.89%