SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Carrera Capital Advisors

CIK 0002035329 · 901 WILSHIRE DRIVE, SUITE 565, TROY, MI, 48084-5611 · 248-362-5009

Reported Value
$595M
Q4 2025
Positions
171
Filings on Record
8
2019–present window
Filed
Jan 30, 2026
original filing

Summary

Carrera Capital Advisors reported $595M in U.S.-listed holdings across 171 positions for Q4 2025.

The portfolio is heavily concentrated: Bondbloxx Etf alone accounts for 21.1% of reported value.

Compared with Q3 2025, the fund opened 30 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $306MQ2 ’24Q3 ’24: $409MQ3 ’24Q4 ’24: $427MQ4 ’24Q1 ’25: $451MQ1 ’25Q2 ’25: $497MQ2 ’25Q3 ’25: $557MQ3 ’25Q4 ’25: $595MQ4 ’25Q1 ’26: $649MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 79.4%Common Stock: 13.9%ADR: 3.6%Other: 1.1%REIT: 1.1%Other: 0.9%
  • ETP · 79.4% · $472M
  • Common Stock · 13.9% · $82M
  • ADR · 3.6% · $22M
  • Other · 1.1% · $7M
  • REIT · 1.1% · $6M
  • Other · 0.9% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$649M188May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$595M171Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$557M151Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$497M143Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$451M148May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$427M137Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$409M108Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$306M85Aug 27, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.