Institutional Fund
Carrera Capital Advisors
Troy, MICIK 20353295 filings on record
Portfolio Value
$649.14M
Q1 2026
Holdings
188
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+9.1%
from $594.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bondbloxx ETF Trust21.9%
- Spdr Series Trust4.8%
- First Tr Exchange Trad Fd Vi4.7%
- Agf Invts Tr3.7%
- Proshares Tr3.7%
- First Tr Exchange-Traded Fd2.7%
- Other58.5%
Portfolio Holdings
188 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bondbloxx ETF Trust | 2.83M | $142.19M | 21.9% | +335.3K | Added |
| 2 | Spdr Series Trust | 338.1K | $30.98M | 4.8% | +23.4K | Added |
| 3 | First Tr Exchange Trad Fd Vi | 1.06M | $30.52M | 4.7% | −8.2K | Reduced |
| 4 | Agf Invts Tr | 1.74M | $24.32M | 3.7% | +1.25M | Added |
| 5 | Proshares Tr | 224.1K | $23.75M | 3.7% | −109.5K | Reduced |
| 6 | First Tr Exchange-Traded Fd | 354.0K | $17.63M | 2.7% | +164.5K | Added |
| 7 | Vanguard Tax-Managed Fds | 269.3K | $17.25M | 2.7% | +11.3K | Added |
| 8 | Ishares Tr | 196.4K | $17.03M | 2.6% | +27.0K | Added |
| 9 | Ishares Tr | 432.0K | $15.34M | 2.4% | +19.5K | Added |
| 10 | Ishares Tr | 138.3K | $12.82M | 2.0% | −26.0K | Reduced |
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