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CIK 0001779506 • 3 13F filings • Jun 10, 2026 – Jul 6, 2026
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=jivedata("carota-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABERDEEN STD ETF PLATINUM TR PHYSICAL SHS | ETF | $2K | 0.0% | 10 SH | |
| ALPHABET INC VOTING CAP STK CL A | Stock | $9.9M | 8.4% | 34,271 SH | |
| ALPS TR ETF ALERIAN MLP NEW | ETF | $19K | 0.0% | 369 SH | |
| AMPLIFY JUNIOR SILVR ETF | ETF | $13.6M | 11.5% | 457,416 SH | |
| BITWISE XRP ETF BENEFICIAL INT | ETF | $420K | 0.4% | 27,961 SH | |
| CHEVRON CORPORATION | Stock | $50K | 0.0% | 242 SH | |
| COLGATE-PALMOLIVE CO | Stock | $6.2M | 5.3% | 72,853 SH | |
| COSTCO WHSL CORP NEW COM | Stock | $598K | 0.5% | 600 SH | |
| DANAHER CORP | Stock | $8.7M | 7.4% | 45,874 SH | |
| EXXON MOBIL CORP | Stock | $53K | 0.0% | 311 SH | |
| GAMESTOP CORP CLASS A | Stock | $6K | 0.0% | 250 SH | |
| GE AEROSPACE NEW | Stock | $50K | 0.0% | 177 SH | |
| GE HEALTHCARE TECHS INC | Stock | $4K | 0.0% | 59 SH | |
| GE VERNOVA LLC | Stock | $38K | 0.0% | 44 SH | |
| GLOBAL X COPPER ETF MINERS | ETF | $6.8M | 5.8% | 89,487 SH | |
| HINGE HEALTH INC CL A | Stock | $8K | 0.0% | 200 SH | |
| INVESCO QQQ TR ETF UNIT SER 1 | ETF | $11.9M | 10.1% | 20,569 SH | |
| INVESCO TR ETF S&P 500 EQUAL WEIGHT | ETF | $4K | 0.0% | 19 SH | |
| LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET | ETF | $53K | 0.0% | 923 SH | |
| LISTED FDS TR ETF TEUCRIUM AGRIC STRATEGY NO K-1 ETF | ETF | $15.8M | 13.4% | 853,915 SH | |
| LOWES COMPANIES INC | Stock | $189K | 0.2% | 800 SH | |
| META PLATFORMS INC CLASS A | Stock | $5.2M | 4.4% | 9,049 SH | |
| MID PENN BANCORP INC | Stock | $3K | 0.0% | 100 SH | |
| MOSAIC COMPANY | Stock | $6.8M | 5.7% | 264,977 SH | |
| PFIZER INCORPORATED | Stock | $14K | 0.0% | 500 SH | |
| SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR | ETF | $919 | 0.0% | 15 SH | |
| SPROTT FDS TR ETF URANIUM MINERS | ETF | $7.1M | 6.0% | 111,685 SH | |
| SPROTT JUNIOR ETF URANIUM MINERS | ETF | $1K | 0.0% | 51 SH | |
| STATE STREET SPDR ETF S&P METALS & MINING | ETF | $6.9M | 5.9% | 63,936 SH | |
| TECK RESOURCES LTD CLASS B | Stock | $5.3M | 4.5% | 101,475 SH | |
| TESLA INC | Stock | $7.0M | 5.9% | 18,812 SH | |
| VANECK AGRIBUSINESS ETF | ETF | $3K | 0.0% | 40 SH | |
| VANECK JUNIOR GOLD ETF MINERS ETF | ETF | $5.3M | 4.5% | 43,755 SH | |
| VIATRIS INC COM | Stock | $1K | 0.0% | 78 SH | |
| WABTEC | Stock | $2K | 0.0% | 7 SH | |
| WSFS FINANCIAL CORP | Stock | $1K | 0.0% | 21 SH |
| 13F-HR |
| 0001779506-26-000004 |
| $8.4M |
| View |
| Jun 10, 2026 | Q1 2026 | 13F-HR | 0001779506-26-000003 | $117.8M | View |