Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NI Holdings NODK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2K Sell
1,023
-9
-0.9% -$119 ﹤0.01% 4667
2025
Q4 		$14K Buy
1,032
+24
+2% +$324 ﹤0.01% 4379
2025
Q3 		$14K Buy
1,008
+176
+21% +$2.31K ﹤0.01% 4318
2025
Q2 		$11K Sell
832
-176
-17% -$2.27K ﹤0.01% 4250
2025
Q1 		$14K Buy
1,008
+204
+25% +$2.97K ﹤0.01% 3920
2024
Q4 		$13K Buy
804
+156
+24% +$2.47K ﹤0.01% 3718
2024
Q3 		$10K Buy
648
+271
+72% +$4.12K ﹤0.01% 3792
2024
Q2 		$6K Buy
377
+289
+328% +$4.38K ﹤0.01% 3793
2024
Q1 		$1K Buy
+88
New +$1.21K ﹤0.01% 4173

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MI
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NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return