Carroll Advisory Group, LLC
Carroll Advisory Group, LLC reported 74 positions worth $304.5M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VOO (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $28.6M | 9.40% | 41,700 | — | — | |
| ▸ 2 | RSP | SH | $25.2M | 8.27% | 118,405 | — | — | |
| ▸ 3 | HAWX | SH | $23.3M | 7.65% | 501,020 | — | — | |
| ▸ 4 | QQQM | SH | $19.3M | 6.33% | 63,591 | — | — | |
| ▸ 5 | IJH | SH | $18.4M | 6.03% | 238,326 | — | — | |
| ▸ 6 | SPSM | SH | $17.3M | 5.69% | 300,371 | — | — | |
| ▸ 7 | VEA | SH | $15.7M | 5.15% | 220,230 | — | — | |
| ▸ 8 | NOBL | SH | $15.5M | 5.09% | 275,925 | — | — | |
| ▸ 9 | NVDA | SH | $13.1M | 4.29% | 65,293 | — | — | |
| ▸ 10 | VTI | SH | $9.5M | 3.11% | 25,631 | — | — |
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Frequently Asked Questions
What stocks does Carroll Advisory Group, LLC hold as of Q2 2026?
Carroll Advisory Group, LLC reported 74 positions worth $304.5M in its Q2 2026 13F filing. Largest positions: VOO (9.4%), RSP (8.3%), HAWX (7.7%), QQQM (6.3%) and IJH (6.0%).
What did Carroll Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Carroll Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.