Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TCW Transform 500 ETF VOTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.61K Buy
126
+26
+26% +$2.08K ﹤0.01% 4787
2025
Q4 		$8K Buy
+100
New +$7.95K ﹤0.01% 4670

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TCW Transform 500 ETF (VOTE) stake by 26% in Q1 2026, buying an estimated $2.08K and bringing the position to 126 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4787.

Carson Wealth (CWM LLC) first reported a position in VOTE in Q4 2025 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 126 shares of TCW Transform 500 ETF worth $9.61K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26 TCW Transform 500 ETF shares in Q1 2026, an estimated $2.08K.
  • TCW Transform 500 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4787 holding.
  • Carson Wealth (CWM LLC) first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

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