Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$996K Buy
19,430
+15,611
+409% +$838K ﹤0.01% 1542
2025
Q4 		$204K Buy
3,819
+313
+9% +$16.5K ﹤0.01% 2566
2025
Q3 		$182K Buy
3,506
+152
+5% +$7.69K ﹤0.01% 2523
2025
Q2 		$164K Buy
3,354
+421
+14% +$18.8K ﹤0.01% 2352
2025
Q1 		$128K Buy
2,933
+329
+13% +$15.2K ﹤0.01% 2223
2024
Q4 		$119K Buy
2,604
+1,385
+114% +$64.6K ﹤0.01% 2176
2024
Q3 		$56K Sell
1,219
-3
-0.2% -$132 ﹤0.01% 2608
2024
Q2 		$53K Sell
1,222
-7
-0.6% -$294 ﹤0.01% 2446
2024
Q1 		$51K Buy
1,229
+1,219
+12,190% +$47.2K ﹤0.01% 2290
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4570
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4570
2023
Q2 		$0 Hold
10
– – ﹤0.01% 4491
2023
Q1 		$0 Hold
10
– – ﹤0.01% 4375
2022
Q4 		$0 Hold
10
– – ﹤0.01% 4289
2022
Q3 		$0 Buy
+10
New +$282 ﹤0.01% 4223

Other funds holding FFLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 409% in Q1 2026, buying an estimated $838K and bringing the position to 19,430 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Carson Wealth (CWM LLC) first reported a position in FFLC in Q3 2022 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,430 shares of Fidelity Fundamental Large Cap Core ETF worth $996K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,611 Fidelity Fundamental Large Cap Core ETF shares in Q1 2026, an estimated $838K.
  • Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1542 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2022 and has held it in 15 quarters since.
  • 107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

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