13F Filings History of Carson Advisory Inc.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$192,415,915
Signature - Title
Lindsey Seagraves - Chief Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by Carson Advisory Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carson Advisory Inc. reported 183 stock holdings with total value $192,415,915 as of Q4 2025. Top holdings included HD, CGCV, CGGO, TCAF, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 183 $192,415,915 +$10,570,439 -$4,365,914 +$6,204,525 HD, CGCV, CGGO, TCAF, BRKB 13F-HR 12 Feb 2026, 14:57
Q3 2025 173 $185,390,028 +$24,837,576 -$6,230,650 +$18,606,926 HD, CGCV, CGGO, BRKB, TCAF 13F-HR 06 Nov 2025, 17:11
Q2 2025 171 $157,362,113 +$8,274,034 -$5,409,300 +$2,864,734 CGGO, BRKB, SO, TCAF, IBM 13F-HR 05 Aug 2025, 10:16
Q1 2025 164 $148,490,683 +$10,671,263 -$5,120,513 +$5,550,750 BRKB, CGGO, SO, TCAF, AAPL 13F-HR 02 May 2025, 16:50
Q4 2024 157 $143,806,276 +$6,720,606 -$20,466,004 -$13,745,398 CGGO, BRKB, SO, AAPL, TCAF 13F-HR 13 Feb 2025, 14:51
Q3 2024 177 $159,297,354 +$9,761,555 -$5,159,093 +$4,602,462 CGGO, BRKB, SO, AAPL, TCAF 13F-HR 01 Nov 2024, 12:37
Q2 2024 166 $142,526,979 +$8,542,346 -$8,182,373 +$359,973 CGGO, BRKB, SO, AAPL, MSFT 13F-HR 07 Aug 2024, 17:06
Q1 2024 173 $142,172,718 +$7,534,206 -$2,976,621 +$4,557,585 BRKB, CGGO, SO, MSFT, AAPL 13F-HR 03 May 2024, 15:35
Q4 2023 160 $128,595,626 +$6,377,531 -$4,961,688 +$1,415,843 BRKB, CGGO, SO, AAPL, EIX 13F-HR 06 Feb 2024, 11:48
Q3 2023 150 $114,104,133 +$5,687,760 -$5,310,798 +$376,962 BRKB, SO, CGGO, AAPL, EIX 13F-HR 08 Nov 2023, 17:36
Q2 2023 156 $118,386,311 +$9,581,101 -$7,095,488 +$2,485,613 SO, BRKB, CGGO, AAPL, EIX Restatement 28 Jul 2023, 14:57
Q1 2023 151 $112,513,843 +$12,423,994 -$5,759,901 +$6,664,093 SO, BRKB, EIX, CGGO, NKG 13F-HR 05 May 2023, 12:25
Q4 2022 138 $104,266,515 +$9,510,458 -$4,348,960 +$5,161,498 SO, BRKB, NKG, EIX, CGGO 13F-HR 08 Feb 2023, 13:55
Q3 2022 126 $90,242,000 +$11,121,432 -$2,914,419 +$8,207,013 SO, BRKB, NKG, EIX, AAPL 13F-HR 07 Nov 2022, 16:34
Q2 2022 123 $89,540,000 +$8,753,332 -$4,748,346 +$4,004,986 SO, EIX, BRKB, T, AAPL 13F-HR 03 Aug 2022, 16:05
Q1 2022 134 $100,524,000 +$8,942,133 -$6,069,531 +$2,872,602 SO, BRKB, EIX, T, AAPL 13F-HR 02 May 2022, 18:25
Q4 2021 134 $98,697,000 $0 $0 $0 SO, BRKB, AAPL, EIX, T 13F-HR 08 Feb 2022, 16:30