Carson Wealth (CWM LLC)
LITS

Carson Wealth (CWM LLC)’s Lite Strategy Inc LITS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
1
– – ﹤0.01% 5668
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5522
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5430
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5226
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5136
2024
Q4 		$0 Hold
1
– – ﹤0.01% 5055
2024
Q3 		$0 Hold
1
– – ﹤0.01% 5010
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4787
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4563
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4369
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4383
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4349
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4230
2022
Q4 		$0 Buy
+1
New +$7 ﹤0.01% 4137

Other funds holding LITS

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Lite Strategy Inc (LITS) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5668.

Carson Wealth (CWM LLC) first reported a position in LITS in Q4 2022 and has held it in 14 quarters since. 36 funds tracked by Wall St. Rank hold LITS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Lite Strategy Inc worth $1 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Lite Strategy Inc share count unchanged in Q1 2026.
  • Lite Strategy Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5668 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lite Strategy Inc in Q4 2022 and has held it in 14 quarters since.
  • 36 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q1 2026.

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