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Carsonallaria Wealth Management, LTD.
CarsonAllaria Wealth Management, Ltd. is an independent Registered Investment Advisor (RIA) headquartered in Glen Carbon, Illinois. Founded in 2018, the firm provides comprehensive wealth management services, including investment management, retirement planning, tax planning, risk management, estate planning, and employee benefits. They serve individuals, families, and companies with under 500 employees, focusing on a team-based, fiduciary approach to deliver customized financial planning. The firm employs approximately 10 people, composed mainly of investors and some brokers, and is registered with the SEC.
Investment Strategy
CarsonAllaria Wealth Management adopts a comprehensive, fiduciary approach focused on serving clients' unique financial needs through personalized investment plans. Their investment management process emphasizes customization and ongoing coordination with accountants, attorneys, bankers, and insurance agents. The firm also considers tax-efficiency, risk management, and estate planning, ensuring cohesive, ethical, and client-centric wealth solutions. They provide specialized advisory services for individuals, families, and small businesses, and prioritize long-term relationships and education as key components of their strategy.
Latest 13F Filing Activity
Carsonallaria Wealth Management, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 356 equity positions with a total 13F market value of $186M. The fund increased holdings in SPDR Series Trust, Dimensional Etf Trust, PIMCO Etf TR among other positions. Carsonallaria Wealth Management, LTD. reduced exposure to PIMCO Etf TR, SPDR Ser TR, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (356)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 11.06% | $20.6M | 216,341 | $69.69 | $95.32 | +$3.8M |
S SPYV | SPDR SERIES TRUST | 10.61% | $19.8M | 377,880 | $42.91 | $52.34 | +$1.1M |
D DFUS | DIMENSIONAL ETF TRUST | 10.35% | $19.3M | 287,941 | $50.99 | $67.02 | +$3.2M |
I IDEV | ISHARES TR | 5.74% | $10.7M | 140,679 | $64.35 | $76.04 | +$1.3M |
S SLYV | SPDR SERIES TRUST | 4.72% | $8.8M | 110,291 | $82.87 | $79.76 | +$390.6K |
Industry Allocation
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