Institutions / Garton & Associates Financial Advisors LLC
Garton & Associates Financial Advisors LLC
CIK 2109857 · Institution · as of Dec 31, 2025
Portfolio value
$178.55M
Positions
1,191
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,191 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Prime Advantage Money Investor | $8.88M | 5.0% |
| Apple Inc. | $5.64M | 3.2% |
| Broadcom Inc. | $5.53M | 3.1% |
| Fidelity Blue Chip Growth | $5.25M | 2.9% |
| Amazon.com Inc | $5.22M | 2.9% |
| The PNC Financial Services Group, Inc. | $4.60M | 2.6% |
| Microsoft Corp | $4.59M | 2.6% |
| Alphabet Inc. | $3.62M | 2.0% |
| Fullerthaler Behavioral Smcp Eq Inst | $3.57M | 2.0% |
| Fidelity Capital & Income | $3.50M | 2.0% |
| T Rowe Price Allcap Opportunitiesi | $3.36M | 1.9% |
| T Rowe Price Capital Appreciation I | $3.05M | 1.7% |
| Fullerthaler Behavioral Smcp Grinstl | $3.03M | 1.7% |
| American Funds American Balanced F2 | $2.68M | 1.5% |
| Invesco Nasdaq 100 ETF | $2.47M | 1.4% |
| JPMorgan Chase & Co | $2.40M | 1.3% |
| SPDR S&P 500 ETF | $2.29M | 1.3% |
| Duke Energy Corp | $2.25M | 1.3% |
| AB Large Cap Growth Advisor | $2.14M | 1.2% |
| AbbVie Inc. | $2.08M | 1.2% |
| Hasbro, Inc. | $1.98M | 1.1% |
| ELI LILLY & Co | $1.93M | 1.1% |
| Pepsico Inc | $1.89M | 1.1% |
| T Rowe Price Cptl Aprctneqt ETF | $1.77M | 1.0% |
| Exelon Corp | $1.76M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.