Carson Wealth (CWM LLC)
DCM

Carson Wealth (CWM LLC)’s DeFi Capital Markets, Inc. DCM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Hold
2,061
– – ﹤0.01% 4726
2025
Q4 		$11K Buy
+2,061
New +$9.6K ﹤0.01% 4514

Other funds holding DCM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its DeFi Capital Markets, Inc. (DCM) position steady in Q1 2026 at 2,061 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4726.

Carson Wealth (CWM LLC) first reported a position in DCM in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold DCM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,061 shares of DeFi Capital Markets, Inc. worth $11.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its DeFi Capital Markets, Inc. share count unchanged in Q1 2026.
  • DeFi Capital Markets, Inc. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4726 holding.
  • Carson Wealth (CWM LLC) first reported a position in DeFi Capital Markets, Inc. in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held DeFi Capital Markets, Inc. as of Q1 2026.

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