Carrera Capital Advisors
RIA/Wealth
Carrera Capital Advisors is a RIA/Wealth based in Troy, MI led by Keith Nichol, reporting $647.7M in AUM as of Q3 2025 with 76% ETF concentration, 58% concentrated in top 10 holdings, 23% allocation to XHLF, and minimal technology exposure.
CEOKeith Nichol
- Portfolio Value
- $527.5M
- Positions
- 150
- Top Holding
- XHLF at 22.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Carrera Capital Advisors's portfolio (57.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $118.7M | 22.50% | +$5.0M Bought | — 2.4M shares | |
ETF ETF | $34.2M | 6.48% | +$4.3M Bought | — 331.7K shares | |
ETF ETF | $30.5M | 5.79% | +$1.0M Bought | — 332.7K shares | |
ETF ETF | $23.9M | 4.53% | +$6.3M Bought | — 922.2K shares | |
ETF ETF | $22.0M | 4.17% | +$10.8M Bought | — 432.9K shares | |
Unknown Unknown | $18.8M | 3.56% | -$3.2K Sold | — 443.0K shares | |
ETF ETF | $16.6M | 3.14% | +$192.2K Bought | — 174.1K shares | |
ETF ETF | $15.4M | 2.92% | +$685.0K Bought | — 256.9K shares | |
ETF ETF | $12.6M | 2.39% | +$189.9K Bought | — 127.5K shares | |
ETF ETF | $11.7M | 2.21% | +$1.8M Bought | — 403.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Carrera Capital Advisors's latest filing
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Market Value
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Carrera Capital Advisors
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