Carson Wealth (CWM LLC)
BETR icon

Carson Wealth (CWM LLC)’s Better Home & Finance Holding BETR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.4K Buy
770
+13
+2% +$417 ﹤0.01% 4230
2025
Q4 		$25K Hold
757
– – ﹤0.01% 4035
2025
Q3 		$42K Buy
+757
New +$16.8K ﹤0.01% 3656

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Better Home & Finance Holding (BETR) stake by 1.7% in Q1 2026, buying an estimated $417 and bringing the position to 770 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Carson Wealth (CWM LLC) first reported a position in BETR in Q3 2025 and has held it in 3 quarters since. The position peaked at $42K in Q3 2025. 92 funds tracked by Wall St. Rank hold BETR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 770 shares of Better Home & Finance Holding worth $27.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Better Home & Finance Holding shares in Q1 2026, an estimated $417.
  • Better Home & Finance Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4230 holding.
  • Carson Wealth (CWM LLC) first reported a position in Better Home & Finance Holding in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Better Home & Finance Holding position peaked at $42K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q1 2026.

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