CIK 2109857
Garton & Associates Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
1,191
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1101–1150 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | AMERICAN FUNDS NEW PERSPECTIVE F2 | 24 | $1K–$15K | SH |
| ILF | ISHARES LATIN AMERICA 40ETF | 55 | $1K–$15K | SH |
| BST | BLACKROCK SCIENCE TECHNO | 40 | $1K–$15K | SH |
| GVI | ISHARES INT GOV CREDIT BOND ETF | 15 | $1K–$15K | SH |
| CIBR | FIRST TRUST NASDAQ CYBRSCRTY ETF | 22 | $1K–$15K | SH |
| — | CALVERT US LARGE CAP CORE RSPNB IDX A | 29 | $1K–$15K | SH |
| — | MANTEIO MANAGED FUTURES STRATEGY I | 196 | $1K–$15K | SH |
| — | GQG PARTNERS EMERGING MARKETS EQUITYINST | 85 | $1K–$15K | SH |
| — | GNMA 5534MBSCMO DUE 0220340416 | 9K | $1K–$15K | SH |
| — | FEDERATED HERMES MDT LARGE CAP GROWTH IS | 35 | $1K–$15K | SH |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 0925350579B | 6K | $1K–$15K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 10 | $1K–$15K | SH |
| QQEW | FIRST TR NAS 100 SELECT EQ WEIGH ETF | 10 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP CLASS A | 100 | $1K–$15K | SH |
| GNSS | GENASYS INC | 650 | $1K–$15K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 50 | $1K–$15K | SH |
| — | FHLMC 57535MBSCMO DUE 1015353047G | 8K | $1K–$15K | SH |
| — | VANGUARD BALANCED INDEX ADM | 25 | $1K–$15K | SH |
| GM | GENERAL MTRS CO | 15 | $1K–$15K | SH |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 19 | $1K–$15K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 11 | $1K–$15K | SH |
| PETS | PETMED EXPRESS INC | 376 | $1K–$15K | SH |
| AUTL | AUTOLUS THERAPEUTICS P FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 600 | $1K–$15K | SH |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 0625350548B | 3K | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC | 2 | $1K–$15K | SH |
| OKLO | OKLO INC CLASS A | 16 | $1K–$15K | SH |
| DKNG | DRAFTKINGS INC NEW CLASS A | 33 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | 5 | $1K–$15K | SH |
| CI | THE CIGNA GROUP | 4 | $1K–$15K | SH |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | 25 | $1K–$15K | SH |
| MVO | MV OIL TR ROYALTY TRUST | 865 | $1K–$15K | SH |
| — | INVESCO TECHNOLOGY Y | 17 | $1K–$15K | SH |
| XSHD | INVES S P SML CP HIGH DIV LW VLT ETF | 80 | $1K–$15K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 13 | $1K–$15K | SH |
| NBIS | NEBIUS GROUP N V A FCLASS A | 12 | $1K–$15K | SH |
| — | CALVERT SHORT DURATION INCOME I | 61 | <$1K | SH |
| AMC | AMC ENTMT HLDGS INC CLASS CLASS A | 618 | <$1K | SH |
| SOBO | SOUTH BOW CORP F | 35 | <$1K | SH |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 10 | <$1K | SH |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 01 ORD SHS | 200 | <$1K | SH |
| UA | UNDER ARMOUR INC CLASS CLASS C | 175 | <$1K | SH |
| FDIG | FIDELITY CRYPT IND AND DGTL PYMN ETF | 20 | <$1K | SH |
| — | FHLMC 632MBSCMO DUE 1215322543R | 17K | <$1K | SH |
| GPN | GLOBAL PMTS INC | 9 | <$1K | SH |
| NTPIF | NAM TAI PROPERTY I ORDF | 153 | <$1K | SH |
| UP | WHEELS UP EXPERIENCE INCCLASS A | 1K | <$1K | SH |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | 75 | <$1K | SH |
| — | CWALT INC 62536MBSCMO DUE 0125360573CB | 5K | <$1K | SH |
| DLTH | DULUTH HLDGS INC CLASS B | 250 | <$1K | SH |
| NLOP | NET LEASE OFFICE PPTYS | 18 | <$1K | SH |