DOSSIER · 13F-HR · Q2 2026

Garton & Associates Financial Advisors LLC

$44M in tracked AUM across 24 positions as of Q2 2026.

G&
CIK 0002109857 · last filed Jun 30, 2026
Total AUM
$44M
as of Q2 2026
Holdings
24
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Garton & Associates Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M19K12.5%
02
AVGO
BROADCOM INC
$5M15K12.4%
03
QQQM
INVESCO NASDAQ 100 ETF
$4M13K8.6%
04
AMZN
AMAZON.COM INC
$4M16K8.4%
05
ABBV
ABBVIE INC
$3M10K5.8%
06
G0250X149
AMCOR PLC F
$2M49K4.8%
07
DUK
DUKE ENERGY CORP NEW
$2M17K4.8%
08
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
$2M51K4.7%
09
TMUS
T-MOBILE US INC
$2M12K4.5%
10
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
$2M18K3.9%

Filing history

2026Q2Jun 30
$44M▼ 63.8%
24 positionsView →
2026Q1Mar 31
$122M▼ 31.5%
149 positionsView →
2025Q4Dec 31
$179M—
1,507 positionsView →