Carson Wealth (CWM LLC)
DMBS icon

Carson Wealth (CWM LLC)’s DoubleLine Mortgage ETF DMBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6K Buy
256
+244
+2,033% +$12.2K ﹤0.01% 4686
2025
Q4 		$1K Buy
+12
New +$598 ﹤0.01% 5198

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its DoubleLine Mortgage ETF (DMBS) stake by 2,033% in Q1 2026, buying an estimated $12.2K and bringing the position to 256 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4686.

Carson Wealth (CWM LLC) first reported a position in DMBS in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 256 shares of DoubleLine Mortgage ETF worth $12.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 244 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $12.2K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4686 holding.
  • Carson Wealth (CWM LLC) first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

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