# EDGAR Filing Document

**Accession Number:** 0001899059
**File Stem:** 0001899059-23-000001
**Filing Date:** 2023-2
**Character Count:** 7532
**Document Hash:** 9880f33609b0ea96ee8e659516329367
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001899059-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001899059-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Charles Carroll Financial Partners, LLC
- **CENTRAL INDEX KEY:** 0001899059
- **IRS NUMBER:** 263137240
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21472
- **FILM NUMBER:** 23605642

**BUSINESS ADDRESS:**
- **STREET 1:** 17 ROCKY NOOK AVENUE
- **CITY:** KINGSTON
- **STATE:** MA
- **ZIP:** 02364
- **BUSINESS PHONE:** 855-585-3600

**MAIL ADDRESS:**
- **STREET 1:** 17 ROCKY NOOK AVENUE
- **CITY:** KINGSTON
- **STATE:** MA
- **ZIP:** 02364

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Charles Carroll Financial Partners LLC<br>**Address:** 17 Rocky Nook Avenue<br>Kingston, MA 02364

**Form 13F File Number:** 028-21472

**CRD Number (if applicable):** 000147960

**SEC File Number (if applicable):** 801-122036

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carroll W. Hayes<br>**Title:** CCO/Principal<br>**Phone:** 855-585-3600

**Signature, Place, and Date of Signing:**

/s/ Carroll W. Hayes  Kingston, MA  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 40

**Form 13F Information Table Value Total:** $64696407

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 673060 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 226695 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 466737 | 5290 | SH |  | SOLE |  | 0 | 0 | 5290 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5670734 | 63910 | SH |  | SOLE |  | 0 | 0 | 63910 |
| AMAZON COM INC | COM | 023135106 |  | 734160 | 8740 | SH |  | SOLE |  | 0 | 0 | 8740 |
| AMGEN INC | COM | 031162100 |  | 3313204 | 12615 | SH |  | SOLE |  | 0 | 0 | 12615 |
| APPLE INC | COM | 037833100 |  | 6915419 | 53224 | SH |  | SOLE |  | 0 | 0 | 53224 |
| BANK AMERICA CORP | COM | 060505104 |  | 3786278 | 114320 | SH |  | SOLE |  | 0 | 0 | 114320 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 775339 | 2510 | SH |  | SOLE |  | 0 | 0 | 2510 |
| BLACKROCK INC | COM | 09247X101 |  | 4450196 | 6280 | SH |  | SOLE |  | 0 | 0 | 6280 |
| BOEING CO | COM | 097023105 |  | 619093 | 3250 | SH |  | SOLE |  | 0 | 0 | 3250 |
| BROOKLINE BANCORP INC DEL | COM | 11373M107 |  | 142076 | 10041 | SH |  | SOLE |  | 0 | 0 | 10041 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 525944 | 1551 | SH |  | SOLE |  | 0 | 0 | 1551 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 1069965 | 7135 | SH |  | SOLE |  | 0 | 0 | 7135 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1256430 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 205422 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 750684 | 3026 | SH |  | SOLE |  | 0 | 0 | 3026 |
| GLOBAL PARTNERS LP | COM UNITS | 37946R109 |  | 465997 | 13402 | SH |  | SOLE |  | 0 | 0 | 13402 |
| HOME DEPOT INC | COM | 437076102 |  | 739112 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 878639 | 8565 | SH |  | SOLE |  | 0 | 0 | 8565 |
| INTUIT | COM | 461202103 |  | 1306554 | 3357 | SH |  | SOLE |  | 0 | 0 | 3357 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 632264 | 13600 | SH |  | SOLE |  | 0 | 0 | 13600 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 636515 | 3603 | SH |  | SOLE |  | 0 | 0 | 3603 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4934265 | 36795 | SH |  | SOLE |  | 0 | 0 | 36795 |
| MERCK  CO INC | COM | 58933Y105 |  | 594284 | 5356 | SH |  | SOLE |  | 0 | 0 | 5356 |
| MICROSOFT CORP | COM | 594918104 |  | 3645350 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 434320 | 6516 | SH |  | SOLE |  | 0 | 0 | 6516 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1485954 | 17478 | SH |  | SOLE |  | 0 | 0 | 17478 |
| PERKINELMER INC | COM | 714046109 |  | 518814 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 403359 | 2554 | SH |  | SOLE |  | 0 | 0 | 2554 |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 |  | 800940 | 10500 | SH |  | SOLE |  | 0 | 0 | 10500 |
| SOUTHERN CO | COM | 842587107 |  | 221371 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| STRYKER CORPORATION | COM | 863667101 |  | 822623 | 3365 | SH |  | SOLE |  | 0 | 0 | 3365 |
| SVB FINANCIAL GROUP | COM | 78486Q101 |  | 333703 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| SYSCO CORP | COM | 871829107 |  | 210375 | 2752 | SH |  | SOLE |  | 0 | 0 | 2752 |
| THOR LOW VOLATILITY ETF | LOW VOLATILITY | 885155101 |  | 1620819 | 65700 | SH |  | SOLE |  | 0 | 0 | 65700 |
| UNITED RENTALS INC | COM | 911363109 |  | 4304136 | 12110 | SH |  | SOLE |  | 0 | 0 | 12110 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 3976820 | 7501 | SH |  | SOLE |  | 0 | 0 | 7501 |
| VISA INC | COM CL A | 92826C839 |  | 3469270 | 16698 | SH |  | SOLE |  | 0 | 0 | 16698 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 |  | 679487 | 2650 | SH |  | SOLE |  | 0 | 0 | 2650 |

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