Carson Wealth (CWM LLC)’s Touchstone US Large Cap Focused ETF LCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCF Stock Details LCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.4K	Buy	+520	New	+$21.6K	﹤0.01%	4401

Other funds holding LCF

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Touchstone US Large Cap Focused ETF (LCF) in Q1 2026: 520 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #4401 among its holdings.

6 funds tracked by Wall St. Rank hold LCF as of Q1 2026.

Carson Wealth (CWM LLC) held 520 shares of Touchstone US Large Cap Focused ETF worth $20.4K as of Q1 2026.
Touchstone US Large Cap Focused ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Touchstone US Large Cap Focused ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4401 holding.
6 funds tracked by Wall St. Rank held Touchstone US Large Cap Focused ETF as of Q1 2026.

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