Carson Wealth (CWM LLC)
AKRE

Carson Wealth (CWM LLC)’s Akre Focus ETF AKRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$981K Sell
18,555
-1,227
-6% -$71.3K ﹤0.01% 1548
2025
Q4 		$1.3M Buy
+19,782
New +$1.28M ﹤0.01% 1357

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AKRE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Akre Focus ETF (AKRE) stake by 6.2% in Q1 2026, selling an estimated $71.3K and leaving 18,555 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Carson Wealth (CWM LLC) first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 462 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,555 shares of Akre Focus ETF worth $981K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,227 Akre Focus ETF shares in Q1 2026, an estimated $71.3K.
  • Akre Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1548 holding.
  • Carson Wealth (CWM LLC) first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Akre Focus ETF position peaked at $1.3M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.