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Carroll Advisory Group Portfolio holdings

AUM $305M
This Fund
S&P 500
This Quarter Est. Return
+11.74%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$46.9M
Cap. Flow
+$17.6M
Cap. Flow %
5.79%
Top 10 Hldgs %
61.02%
Holding
75
New
7
Increased
30
Reduced
26
Closed
1

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Carroll Advisory Group's Q2 2026 Portfolio in Review

As of Q2 2026, Carroll Advisory Group held 75 positions worth $305M, up 18% from $258M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Carroll Advisory Group deployed $17.6M of net new capital in Q2 2026, opening 7 new positions and adding to 30 existing holdings. Its largest new stake was Schwab International Dividend Equity ETF: 10,552 shares worth $335K.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, down from 6.9% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $2.37M trimmed.

  • Carroll Advisory Group's largest Q2 2026 buy was Schwab International Dividend Equity ETF: 10,552 shares worth $335K.
  • Carroll Advisory Group added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $4.91M increase.
  • Carroll Advisory Group's biggest Q2 2026 reduction was Vanguard Total World Stock ETF, cutting an estimated $2.37M.
  • Carroll Advisory Group fully exited iShares Core US Aggregate Bond ETF in Q2 2026, selling an estimated $235K.
  • Carroll Advisory Group's ten largest holdings make up 61% of its $305M portfolio in Q2 2026.
  • Carroll Advisory Group opened 7 new positions and closed 1 in Q2 2026.
  • Carroll Advisory Group's portfolio value rose 18% quarter-over-quarter to $305M.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.