SEC Form 13F

CarsonAllaria Wealth Management, Ltd. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$230,784,678
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$29,692,411249,537
SPDR SERIES TRUSTSPYVST STR P500VAL$26,962,003443,527
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$23,244,115283,672
ISHARES TRIDEVCORE MSCI INTL$14,988,619168,393
SPDR SERIES TRUSTSLYVST STR SP600SM C$14,136,726129,564
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$10,343,362125,618
SPDR SERIES TRUSTSPMDST STR P400MID$7,834,309115,961
ISHARES INCIEMGCORE MSCI EMKT$7,641,60592,245
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$7,587,142137,923
PIMCO ETF TRBONDACTIVE BD ETF$7,544,42681,818

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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