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Carota Wealth Management
Core
Concentrated trader
CIK: 0001779506 | THOMPSONS STATION, TN
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
69
$117.8M
2026-11-03
SEC ↗
Q2 2026
Amended
13F-HR/A
20
$608.8K
2026-07-06
SEC ↗
Q1 2026
13F-HR
36
$117.8M
2026-06-10
SEC ↗
Q4 2025
13F-HR
45
$46.1M
2026-06-10
SEC ↗