Carson Wealth (CWM LLC)
LRGG

Carson Wealth (CWM LLC)’s Nomura Focused Large Growth ETF LRGG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LRGG Stock Details LRGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.7K Hold
2,878
– – ﹤0.01% 3514
2025
Q4 		$85K Buy
+2,878
New +$85.1K ﹤0.01% 3193

Other funds holding LRGG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Nomura Focused Large Growth ETF (LRGG) position steady in Q1 2026 at 2,878 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Carson Wealth (CWM LLC) first reported a position in LRGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $85K in Q4 2025. 19 funds tracked by Wall St. Rank hold LRGG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,878 shares of Nomura Focused Large Growth ETF worth $73.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nomura Focused Large Growth ETF share count unchanged in Q1 2026.
  • Nomura Focused Large Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3514 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nomura Focused Large Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Nomura Focused Large Growth ETF position peaked at $85K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Nomura Focused Large Growth ETF as of Q1 2026.

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