Advertisement
Screener

CarsonAllaria Wealth Management, Ltd. Current Holdings: USA Stocks

CarsonAllaria Wealth Management, Ltd.

CarsonAllaria Wealth Management, Ltd. reported a Form 13F information table total of $202.42 million in 70 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1900946): holdings report, quarter ended 2026-03-31, filed 2026-04-30; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Arta Finance Wealth Management LLCUnited States$0.202B95
Groupe des Assurances du Credit MutuelFrance$0.202B5
Sharp Wealth Advisory, LLCUnited States$0.203B120
iSAM Funds (UK) LtdUnited Kingdom$0.203B291
4Thought Financial Group Inc.United States$0.202B99
tru Independence LLCUnited States$0.202B102
Trevian Wealth Management LLCUnited States$0.203B43
Nipun Capital, L.P.United States$0.202B8
Brendel Financial Advisors LLCUnited States$0.202B95
Spectrum Planning & Advisory Services Inc.United States$0.202B114