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Manager record

CarsonAllaria Wealth Management, Ltd.

Glen Carbon, IL · CIK 1900946 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$230.78MReported 13F valueQ2 2026 · as filed
72Holdings listed
+14.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $186.5M$186.5MQ2 2025358 holdingsQ3 2025: $192.3M$192.3MQ3 202569 holdingsQ4 2025: $201.5M$201.5MQ4 202567 holdingsQ1 2026: $202.4M$202.4MQ1 202670 holdingsQ2 2026: $230.8M$230.8MQ2 202672 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$230.78M · 72 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$202.42M · 70 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$201.53M · 67 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$192.32M · 69 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$186.49M · 358 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology