Carson Wealth (CWM LLC)
BRLT icon

Carson Wealth (CWM LLC)’s Brilliant Earth BRLT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRLT Stock Details BRLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23 Hold
17
– – ﹤0.01% 5625
2025
Q4 		$0 Hold
17
– – ﹤0.01% 5384
2025
Q3 		$0 Hold
17
– – ﹤0.01% 5280
2025
Q2 		$0 Hold
17
– – ﹤0.01% 5123
2025
Q1 		$0 Hold
17
– – ﹤0.01% 5058
2024
Q4 		$0 Buy
+17
New +$31 ﹤0.01% 4915

Other funds holding BRLT

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Brilliant Earth (BRLT) position steady in Q1 2026 at 17 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #5625.

Carson Wealth (CWM LLC) first reported a position in BRLT in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold BRLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17 shares of Brilliant Earth worth $23 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Brilliant Earth share count unchanged in Q1 2026.
  • Brilliant Earth made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5625 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brilliant Earth in Q4 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Brilliant Earth as of Q1 2026.

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