13F Insight
DOSSIER · 13F-HR · Q1 2026

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES's family office based in Stamford, CT — $696M in tracked AUM across 438 positions as of Q1 2026.

C&
CALTON & ASSOCIATES·Stamford, CT·Family Office
CIK 0000822648 · last filed Mar 31, 2026
Total AUM
$696M
▼ 4.9%
vs prior
Holdings
438
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CALTON & ASSOCIATES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$33M56K4.7%
02
PSTR
NORTHERN LTS FD TR II
$29M1.0M4.2%
03
SPYM
SPDR SERIES TRUST
$21M270K3.0%
04
SPY
STATE STR SPDR S&P 500 ETF T
$20M31K2.9%
05
FDVV
FIDELITY COVINGTON TRUST
$17M302K2.4%
06
AAPL
APPLE INC
$16M65K2.4%
07
USFR
WISDOMTREE TR
$14M270K2.0%
08
VRIG
INVESCO ACTIVELY MANAGED EXC
$12M469K1.7%
09
BIL
SPDR SERIES TRUST
$11M123K1.6%
10
DBEF
DBX ETF TR
$11M216K1.5%

Filing history

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