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Showing Q2 2023 data
HedgeTrack has imported Q4 2025 data overall, but Carlsbad Wealth Advisory Group, Inc.'s latest available filing here is Q2 2023.
Carlsbad Wealth Advisory Group, Inc.
•CIK: 1987600•Filing: Q2 2023
Carlsbad Wealth Advisory Group, Inc. is an institutional investment manager. The fund manages $155 million across 45 positions in a diversified portfolio.
Total AUM
$155.1M
QoQ Performance
N/A
Positions
24
Top 10 Concentration
0.0%
Latest Filing
Q2 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q2 2023Q1 2023