3. Carson Wealth

Rank: 3
Location: Omaha, NE
Website: www.carsonwealth.com

ALL ETF Holdings

$26,774,389,503

Total AUM

$15,908,286,000

Total ETF Assets

110,327

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $1,135,443,000
  2. IUSB: $853,453,000
  3. QUAL: $669,526,000
  4. IVW: $545,938,000
  5. DYNF: $431,777,000
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Total Bond Market
  3. Foreign Large Cap Equities
  4. Small Cap Growth Equities
  5. Large Cap Value Equities
Top 5 ETF Issuers
  1. iShares
  2. State Street SPDR
  3. Schwab
  4. Vanguard
  5. PIMCO


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.carsonwealth.com 2025 Top 50 ETF Power Users