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

Garton & Associates Financial Advisors LLC

Garton & Associates Financial's holding co. based in Chicago, IL — $122M in tracked AUM across 149 positions as of Q1 2026.

G&
Garton & Associates Financial·Chicago, IL·Holding Co.
CIK 0002109857 · last filed Mar 31, 2026
Total AUM
$122M
▼ 13.3%
vs prior
Holdings
149
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Garton & Associates Financial Advisors LLC 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
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$8M8.2M6.7%
02
FBGRX
FIDELITY BLUE CHIP GROWTH
$5M21K4.3%
03
AAPL
APPLE INC
$5M20K4.2%
04
AVGO
BROADCOM INC
$4M14K3.6%
05
AMZN
AMAZONCOM INC
$4M20K3.5%
06
FAGIX
FIDELITY CAPITAL & INCOME
$4M389K3.5%
07
MSFT
MICROSOFT CORP
$4M10K3.2%
08
FTHSX
FULLERTHALER BEHAVIORAL SM-CP EQ INST
$4M72K3.0%
09
TRAIX
T ROWE PRICE CAPITAL APPRECIATION I
$3M88K2.5%
10
FTXSX
FULLERTHALER BEHAVIORAL SM-CP GRINSTL
$3M54K2.4%

Filing history

Filing history loading…