Carson Wealth (CWM LLC)
SVV icon

Carson Wealth (CWM LLC)’s Savers SVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84K Buy
11,292
+2,843
+34% +$27.2K ﹤0.01% 3415
2025
Q4 		$79K Sell
8,449
-17,129
-67% -$176K ﹤0.01% 3249
2025
Q3 		$339K Buy
25,578
+10,245
+67% +$118K ﹤0.01% 2026
2025
Q2 		$156K Buy
15,333
+14,299
+1,383% +$140K ﹤0.01% 2381
2025
Q1 		$7K Sell
1,034
-123
-11% -$1.14K ﹤0.01% 4316
2024
Q4 		$12K Buy
1,157
+531
+85% +$5.28K ﹤0.01% 3780
2024
Q3 		$7K Buy
626
+555
+782% +$5.66K ﹤0.01% 3969
2024
Q2 		$1K Buy
71
+16
+29% +$239 ﹤0.01% 4489
2024
Q1 		$1K Buy
55
+9
+20% +$168 ﹤0.01% 4220
2023
Q4 		$1K Sell
46
-1,187
-96% -$18K ﹤0.01% 4046
2023
Q3 		$23K Buy
+1,233
New +$28.5K ﹤0.01% 2612

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its Savers (SVV) stake by 34% in Q1 2026, buying an estimated $27.2K and bringing the position to 11,292 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Carson Wealth (CWM LLC) first reported a position in SVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $339K in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,292 shares of Savers worth $84K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,843 Savers shares in Q1 2026, an estimated $27.2K.
  • Savers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3415 holding.
  • Carson Wealth (CWM LLC) first reported a position in Savers in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Savers position peaked at $339K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

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