Carr Financial Group Corp has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $376 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $32.2B, Vanguard Dividend Appreciation with a value of $26.4B, Ishares Msci Intl Quality Fact with a value of $26.3B, Ishares Inc Msci Emerging Mkts with a value of $23.7B, and Spdr Gold Trust with a value of $17.8B.
Examining the 13F form we can see an increase of $12B in the current position value, from $364B to 376B.
Carr Financial Group Corp is based out at Worcester, MA
Below you can find more details about Carr Financial Group Corp portfolio as well as his latest detailed transactions.
Portfolio value
$376 Billion
ETFs: $273 Billion
Technology: $28.8 Billion
Financial Services: $12.5 Billion
Healthcare: $11.5 Billion
Consumer Cyclical: $8.68 Billion
Industrials: $7.93 Billion
Communication Services: $7.63 Billion
Consumer Defensive: $3.36 Billion
Other: $1.81 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
