# EDGAR Filing Document

**Accession Number:** 0002108684
**File Stem:** 0002108684-26-000002
**Filing Date:** 2026-4
**Character Count:** 11703
**Document Hash:** 1e52f03220aaef437a1cef5e0bde3794
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002108684-26-000002.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0002108684-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Carroll Advisory Group, LLC
- **CENTRAL INDEX KEY:** 0002108684

**ORGANIZATION NAME:**
- **EIN:** 332692638
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26130
- **FILM NUMBER:** 26885135

**BUSINESS ADDRESS:**
- **STREET 1:** 4203 RICHMOND PLACE
- **CITY:** TEXARKANA
- **STATE:** TX
- **ZIP:** 75503
- **BUSINESS PHONE:** 9037934014

**MAIL ADDRESS:**
- **STREET 1:** 4203 RICHMOND PLACE
- **CITY:** TEXARKANA
- **STATE:** TX
- **ZIP:** 75503

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Carroll Advisory Group LLC<br>**Address:** 4203 RICHMOND PLACE<br>TEXARKANA, TX 75503

**Form 13F File Number:** 028-26130

**CRD Number (if applicable):** 000334565

**SEC File Number (if applicable):** 801-132029

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:** Devon Carroll<br>**Title:** CCO<br>**Phone:** 903-793-4014

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

/s/Devon Carroll  Texarkana, TX  04-22-2026<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:** 68

**Form 13F Information Table Value Total:** $257618556

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 201118 | 699 | SH |  | SOLE |  | 0 | 0 | 699 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 237253 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1249203 | 5998 | SH |  | SOLE |  | 0 | 0 | 5998 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 351425 | 2681 | SH |  | SOLE |  | 0 | 0 | 2681 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1775694 | 6997 | SH |  | SOLE |  | 0 | 0 | 6997 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 251889 | 253 | SH |  | SOLE |  | 0 | 0 | 253 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 1149840 | 6777 | SH |  | SOLE |  | 0 | 0 | 6777 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | BBG001SBT983 | 1086707 | 12798 | SH |  | SOLE |  | 0 | 0 | 12798 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | BBG001S6HGM5 | 659999 | 14775 | SH |  | SOLE |  | 0 | 0 | 14775 |
| GLOBAL X FDS | GLOBX SUPDV US | 37950E291 | BBG00475RG25 | 271517 | 14366 | SH |  | SOLE |  | 0 | 0 | 14366 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 3320734 | 13700 | SH |  | SOLE |  | 0 | 0 | 13700 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 14629422 | 61566 | SH |  | SOLE |  | 0 | 0 | 61566 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 | BBG007RBRW19 | 1638233 | 29732 | SH |  | SOLE |  | 0 | 0 | 29732 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | BBG00Q5D6ZV0 | 5696499 | 305272 | SH |  | SOLE |  | 0 | 0 | 305272 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 | BBG012JBHCX8 | 3526395 | 214240 | SH |  | SOLE |  | 0 | 0 | 214240 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES | 46139W759 | BBG01VDZYZ94 | 3009176 | 146646 | SH |  | SOLE |  | 0 | 0 | 146646 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES 203 | 46139W783 | BBG01N4CTQX2 | 2386017 | 115277 | SH |  | SOLE |  | 0 | 0 | 115277 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 | BBG019JCS8Z6 | 2968941 | 144208 | SH |  | SOLE |  | 0 | 0 | 144208 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | BBG00KJR2K35 | 6028883 | 308699 | SH |  | SOLE |  | 0 | 0 | 308699 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | BBG00KJR2L24 | 5518643 | 281205 | SH |  | SOLE |  | 0 | 0 | 281205 |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 46139W825 | BBG01J7CZQ61 | 2402619 | 113599 | SH |  | SOLE |  | 0 | 0 | 113599 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | BBG00X3HYBX8 | 4784148 | 286149 | SH |  | SOLE |  | 0 | 0 | 286149 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | BBG00LNJW5P2 | 5639948 | 276157 | SH |  | SOLE |  | 0 | 0 | 276157 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 20496155 | 106795 | SH |  | SOLE |  | 0 | 0 | 106795 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 2763899 | 4789 | SH |  | SOLE |  | 0 | 0 | 4789 |
| INVESCO TR INVT GRADE MUNS | COM | 46131M106 | BBG001S70Z49 | 223506 | 22645 | SH |  | SOLE |  | 0 | 0 | 22645 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 14339022 | 212336 | SH |  | SOLE |  | 0 | 0 | 212336 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 235270 | 2370 | SH |  | SOLE |  | 0 | 0 | 2370 |
| ISHARES TR | MSCI ACWI EXUS | 46435G847 | BBG009HYW4C0 | 22611246 | 552978 | SH |  | SOLE |  | 0 | 0 | 552978 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 1597770 | 16433 | SH |  | SOLE |  | 0 | 0 | 16433 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | BBG001SQZT52 | 254447 | 4769 | SH |  | SOLE |  | 0 | 0 | 4769 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 964189 | 2605 | SH |  | SOLE |  | 0 | 0 | 2605 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 11328416 | 64957 | SH |  | SOLE |  | 0 | 0 | 64957 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 8150549 | 56429 | SH |  | SOLE |  | 0 | 0 | 56429 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 | BBG005D266P2 | 12407459 | 117041 | SH |  | SOLE |  | 0 | 0 | 117041 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | BBG001WBMLH8 | 515577 | 22204 | SH |  | SOLE |  | 0 | 0 | 22204 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 1615921 | 52670 | SH |  | SOLE |  | 0 | 0 | 52670 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 1230665 | 42320 | SH |  | SOLE |  | 0 | 0 | 42320 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | BBG001SRXRJ1 | 2619826 | 57389 | SH |  | SOLE |  | 0 | 0 | 57389 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | BBG001SRXRD7 | 422390 | 9004 | SH |  | SOLE |  | 0 | 0 | 9004 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 | BBG00B6WD879 | 365935 | 8039 | SH |  | SOLE |  | 0 | 0 | 8039 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | BBG004T58LZ5 | 12732128 | 263496 | SH |  | SOLE |  | 0 | 0 | 263496 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | BBG001STKD11 | 1184054 | 46216 | SH |  | SOLE |  | 0 | 0 | 46216 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | BBG001SD7RB9 | 225476 | 2303 | SH |  | SOLE |  | 0 | 0 | 2303 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 5564458 | 72700 | SH |  | SOLE |  | 0 | 0 | 72700 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | BBG001SPT9T9 | 2759817 | 46603 | SH |  | SOLE |  | 0 | 0 | 46603 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 264038 | 406 | SH |  | SOLE |  | 0 | 0 | 406 |
| STRATEGY INC | CL A NEW | 594972408 | BBG001SC7PX1 | 429062 | 3438 | SH |  | SOLE |  | 0 | 0 | 3438 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2665819 | 7171 | SH |  | SOLE |  | 0 | 0 | 7171 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 66632 | 600 | SH | Call | SOLE |  | 0 | 0 | 600 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 608566 | 8264 | SH |  | SOLE |  | 0 | 0 | 8264 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | BBG004N1LGK2 | 316025 | 6577 | SH |  | SOLE |  | 0 | 0 | 6577 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 587046 | 1344 | SH |  | SOLE |  | 0 | 0 | 1344 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 23202346 | 38829 | SH |  | SOLE |  | 0 | 0 | 38829 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 796103 | 3039 | SH |  | SOLE |  | 0 | 0 | 3039 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 9354526 | 29159 | SH |  | SOLE |  | 0 | 0 | 29159 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | BBG01S6YYQV7 | 372416 | 4923 | SH |  | SOLE |  | 0 | 0 | 4923 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 2362195 | 31454 | SH |  | SOLE |  | 0 | 0 | 31454 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 2202956 | 40758 | SH |  | SOLE |  | 0 | 0 | 40758 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | BBG001T2YZG9 | 3818647 | 27607 | SH |  | SOLE |  | 0 | 0 | 27607 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | BBG001T62M74 | 522177 | 8920 | SH |  | SOLE |  | 0 | 0 | 8920 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 513035 | 6472 | SH |  | SOLE |  | 0 | 0 | 6472 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | BBG001TCHM11 | 2411629 | 8172 | SH |  | SOLE |  | 0 | 0 | 8172 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 429905 | 1999 | SH |  | SOLE |  | 0 | 0 | 1999 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 3130851 | 40602 | SH |  | SOLE |  | 0 | 0 | 40602 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 9596196 | 149753 | SH |  | SOLE |  | 0 | 0 | 149753 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 324764 | 2193 | SH |  | SOLE |  | 0 | 0 | 2193 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 251144 | 2021 | SH |  | SOLE |  | 0 | 0 | 2021 |

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