Carson Wealth (CWM LLC)
BOF icon

Carson Wealth (CWM LLC)’s BranchOut Food BOF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOF Stock Details BOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24K Hold
7,280
– – ﹤0.01% 4307
2025
Q4 		$23K Hold
7,280
– – ﹤0.01% 4081
2025
Q3 		$15K Hold
7,280
– – ﹤0.01% 4258
2025
Q2 		$18K Hold
7,280
– – ﹤0.01% 3968
2025
Q1 		$18K Hold
7,280
– – ﹤0.01% 3738
2024
Q4 		$13K Hold
7,280
– – ﹤0.01% 3699
2024
Q3 		$12K Buy
+7,280
New +$9.35K ﹤0.01% 3665

Other funds holding BOF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its BranchOut Food (BOF) position steady in Q1 2026 at 7,280 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4307.

Carson Wealth (CWM LLC) first reported a position in BOF in Q3 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold BOF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,280 shares of BranchOut Food worth $24K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BranchOut Food share count unchanged in Q1 2026.
  • BranchOut Food made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4307 holding.
  • Carson Wealth (CWM LLC) first reported a position in BranchOut Food in Q3 2024 and has held it in 7 quarters since.
  • 23 funds tracked by Wall St. Rank held BranchOut Food as of Q1 2026.

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