Carter Financial Group, INC. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm’s total holdings across 132 distinct positions.
The portfolio is diversified across various sectors, with a significant allocation to large-cap technology and exchange-traded funds. Among the largest individual stock positions listed in the filing are:
- 3M Company (1410 shares)
- AbbVie Inc. (1694 shares)
- Advanced Micro Devices Inc. (1576 shares)
- Alphabet Inc. Class C (10,819 shares)
- Alphabet Inc. Class A (8,498 shares)
- Amazon.com Inc. (7,466 shares)
- Apple Inc. (22,476 shares)
- Microsoft Corporation (6,900 shares)
- NVIDIA Corporation (28,117 shares)
- Palantir Technologies Inc. Class A (13,130 shares)
The filing also includes a substantial number of holdings in exchange-traded funds (ETFs), including funds focused on technology, global real estate, and international equities. Notable ETF positions include the Amplify ETF Trust Block Technological ETF, the Amplify ETF Trust CWP Enhanced Dividend Income ETF, and the VanEck ETF Trust Semiconductor ETF.
The report was signed by Kevin Carter, President of Carter Financial Group, INC., and was filed on October 20, 2026.
