CARLSON FINANCIAL, INC. current holdings: USA ETF
CARLSON FINANCIAL, INC. reported $0.09 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 103 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are BIBL, DGRO, RDVY.
- FDL: Country of operation —; Class SHS; Shares 4,215; Value $205,147.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2,374; Value $204,408.
- SDY: Country of operation —; Class ST STR SP DIV; Shares 1,321; Value $201,053.
Form 13F-HR as filed (SEC CIK 2134889): quarter ended 2026-06-30, filed 2026-08-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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