Carson Wealth (CWM LLC)
LRGE icon

Carson Wealth (CWM LLC)’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Hold
2,838
– – ﹤0.01% 2690
2025
Q4 		$234K Buy
2,838
+2,067
+268% +$172K ﹤0.01% 2442
2025
Q3 		$64K Hold
771
– – ﹤0.01% 3324
2025
Q2 		$61K Buy
+771
New +$56.1K ﹤0.01% 3119

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 2,838 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Carson Wealth (CWM LLC) first reported a position in LRGE in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,838 shares of ClearBridge Large Cap Growth Select ETF worth $213K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
  • ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2690 holding.
  • Carson Wealth (CWM LLC) first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s ClearBridge Large Cap Growth Select ETF position peaked at $234K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

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