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Carr Financial Group Corp

SEC CIK
0001931232
Latest filing
Aug 6, 2026

The latest 13F from Carr Financial Group Corp covers Q2 2026 (filed Aug 6, 2026): 182 long positions worth $434.4M. The top 10 holdings make up 48.8% of the portfolio, and the largest is Vanguard Total Bond Market ETF at 7.3%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$6.53M
Added
88
Est. +$34.7M
Reduced
65
Est. −$27.5M
Sold out
9
Est. −$2.39M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Total Bond Market ETF921937835
    7.3%$31.6M
  2. Vanguard Dividend Appreciation ETF921908844
    7.0%$30.2M
  3. iShares Inc46434G764
    6.8%$29.5M
  4. iShares Tr46434V456
    6.5%$28.4M
  5. J P Morgan Exchange Traded F46654Q724
    4.1%$17.8M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46434V407
    +$14.5MAdded
  2. Vanguard Dividend Appreciation ETF921908844
    +$3.30MAdded
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$2.37MAdded
  4. iShares Tr46434V456
    +$1.95MAdded
  5. American Centy ETF Tr025072877
    +$1.67MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr46434V407
    +3.29 pp0.4% → 3.7%
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +0.51 pp0.3% → 0.8%
  3. Vanguard Dividend Appreciation ETF921908844
    +0.50 pp6.5% → 7.0%
  4. Invesco QQQ Trust Series I46090E103
    +0.43 pp3.0% → 3.4%
  5. American Centy ETF Tr025072877
    +0.36 pp1.5% → 1.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GLDSPDR Gold Trust
    −$9.68MReducedHistory
  2. iShares Inc46434G764
    −$4.24MReduced
  3. Vanguard Total Bond Market ETF921937835
    −$3.14MReduced
  4. NVDANVIDIA Corp
    −$1.14MReducedHistory
  5. SPDR Series Trust78468R200
    −$787.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GLDSPDR Gold Trust
    −3.58 pp5.3% → 1.8%History
  2. Vanguard Total Bond Market ETF921937835
    −1.92 pp9.2% → 7.3%
  3. SPDR Series Trust78468R200
    −0.26 pp0.7% → 0.4%
  4. NVDANVIDIA Corp
    −0.26 pp1.3% → 1.1%History
  5. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −0.22 pp2.2% → 2.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$434.4M
+$55.3M (+14.6%) vs. prior quarter
Positions
182
+8 vs. prior quarter
Top 10 concentration
48.8%
Top 10 as share of value
Turnover
7.4%
Q2 2026, one quarter
Average holding period
12.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $434.4M (Q2 2026)

Q4 2022: $190.0MQ1 2023: $227.0MQ2 2023: $250.5MQ3 2023: $252.7MQ4 2023: $270.3MQ1 2024: $300.5MQ2 2024: $314.4MQ3 2024: $335.2MQ4 2024: $318.2MQ1 2025: $305.2MQ2 2025: $338.9MQ3 2025: $364.2MQ4 2025: $375.5MQ1 2026: $379.1MQ2 2026: $434.4M
Q4 2022Q2 2026
13F filings of Carr Financial Group Corp by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 2026182$434.4MVanguard Total Bond Market ETFVanguard Dividend Appreciation ETFiShares Incvs. Q1 2026SEC
Q1 2026May 12, 2026174$379.1MVanguard Total Bond Market ETFiShares InciShares Trvs. Q4 2025SEC
Q4 2025Jan 9, 2026179$375.5MVanguard Total Bond Market ETFVanguard Dividend Appreciation ETFiShares Trvs. Q3 2025SEC
Q3 2025Oct 8, 2025188$364.2MVanguard Total Bond Market ETFVanguard Dividend Appreciation ETFiShares Trvs. Q2 2025SEC
Q2 2025Jul 15, 2025187$338.9MVanguard Total Bond Market ETFiShares TrSchwab U.S. Large-Cap ETFvs. Q1 2025SEC
Q1 2025Apr 22, 2025175$305.2MVanguard Total Bond Market ETFJ P Morgan Exchange Traded FSchwab U.S. Large-Cap ETFvs. Q4 2024SEC
Q4 2024Jan 21, 2025180$318.2MSchwab U.S. Large-Cap ETFJ P Morgan Exchange Traded FVanguard Total Bond Market ETFvs. Q3 2024SEC
Q3 2024Nov 1, 2024194$335.2MVanguard Total Bond Market ETFSchwab U.S. Large-Cap ETFVanguard Dividend Appreciation ETFvs. Q2 2024SEC
Q2 2024Jul 12, 2024185$314.4MVanguard Total Bond Market ETFSchwab U.S. Large-Cap ETFVanguard Dividend Appreciation ETFvs. Q1 2024SEC
Q1 2024Apr 25, 2024179$300.5MVanguard Total Bond Market ETFSchwab U.S. Large-Cap ETFVanguard Dividend Appreciation ETFvs. Q4 2023SEC
Q4 2023Jan 26, 2024167$270.3MVanguard Total Bond Market ETFSchwab U.S. Large-Cap ETFJ P Morgan Exchange Traded Fvs. Q3 2023SEC
Q3 2023Nov 7, 2023163$252.7MVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFJ P Morgan Exchange Traded Fvs. Q2 2023SEC
Q2 2023Jul 17, 2023175$250.5MVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFVanguard World FDvs. Q1 2023SEC
Q1 2023Apr 20, 2023169$227.0MVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFiShares Incvs. Q4 2022SEC
Q4 2022Feb 13, 2023164$190.0MVanguard Ftse Developed Markets ETFVanguard High Dividend Yield Index ETFVanguard Total Bond Market ETF–SEC