Carson Wealth (CWM LLC)
CSPI icon

Carson Wealth (CWM LLC)’s CSP Inc CSPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03K Buy
466
+451
+3,007% +$4.48K ﹤0.01% 5096
2025
Q4 		$0 Buy
15
+1
+7% +$12 ﹤0.01% 5410
2025
Q3 		$0 Buy
+14
New +$164 ﹤0.01% 5310

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CSP Inc (CSPI) stake by 3,007% in Q1 2026, buying an estimated $4.48K and bringing the position to 466 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5096.

Carson Wealth (CWM LLC) first reported a position in CSPI in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold CSPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 466 shares of CSP Inc worth $4.03K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 451 CSP Inc shares in Q1 2026, an estimated $4.48K.
  • CSP Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5096 holding.
  • Carson Wealth (CWM LLC) first reported a position in CSP Inc in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held CSP Inc as of Q1 2026.

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