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 101–150 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | PEOPLESBANK 3926CD FDIC INS DUE 010526US | 150K | $100K–$500K | SH |
| — | AMERICAN FUNDS GROWTH FUND OF AMER F3 | 2K | $100K–$500K | SH |
| — | RYDEX TECHNOLOGY A | 633 | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 030326 | 145K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 05 ORD SHS | 2K | $100K–$500K | SH |
| ISCG | ISHARES MORN SMALL CAP GROWTH ETF | 3K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | 5K | $100K–$500K | SH |
| VO | VANGUARD MID CAP ETF | 480 | $100K–$500K | SH |
| — | JHANCOCK SMALL CAP CORE I | 9K | $100K–$500K | SH |
| — | T ROWE PRICE ALLCAP OPPORTUNITIESI | 2K | $100K–$500K | SH |
| ONEY | STAT STRET SPDR RSL 1000YLD ETF IV | 1K | $100K–$500K | SH |
| — | WELLS FARGO BANK 37526CD FDIC INS DUE 093026US | 135K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 936 | $100K–$500K | SH |
| — | VANGUARD DIVIDEND GROWTH FUND INV | 4K | $100K–$500K | SH |
| — | FIDELITY ADVISOR NEW INSIGHTS Z | 3K | $100K–$500K | SH |
| KR | KROGER CO | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 600 | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 151 | $100K–$500K | SH |
| — | FIDELITY LOWPRICED STOCK | 3K | $100K–$500K | SH |
| — | EATON VANCE NATIONAL MUNICIPAL INCOME I | 14K | $100K–$500K | SH |
| — | FEDERATED HERMES STRATEGIC VALUE DIV IS | 20K | $100K–$500K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 449 | $100K–$500K | SH |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 2K | $100K–$500K | SH |
| — | NUVEEN HIGH YIELD MUNICIPAL BOND I | 8K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V F | 550 | $100K–$500K | SH |
| VB | VANGUARD SMALL CAP ETF | 461 | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 012926 | 117K | $100K–$500K | SH |
| — | FIDELITY FREEDOM 2015 | 10K | $100K–$500K | SH |
| PSEP | INNOVATOR US EQY POWER BUFFER ETF | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 375 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 237 | $100K–$500K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 1K | $100K–$500K | SH |
| — | MFS INTERNATIONAL INTRINSIC VALUE I | 2K | $100K–$500K | SH |
| — | VANGUARD MEGA CAP INDEX INSTITUTIONAL | 224 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 216 | $100K–$500K | SH |
| — | AMERICAN CENTURY EQUITY GROWTH I | 3K | $100K–$500K | SH |
| — | FIDELITY BALANCED | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 899 | $100K–$500K | SH |
| — | FIDELITY NASDAQ COMPOSITE INDEX | 367 | $100K–$500K | SH |
| — | AMERICAN FUNDS AMERICAN BALANCED F2 | 3K | $100K–$500K | SH |
| LRCX | LAM RESH CORP | 623 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 618 | $100K–$500K | SH |
| PNOV | INNOVATOR US EQY POWER BUFFER ETF | 3K | $100K–$500K | SH |
| XMHQ | INVESCO S AND P MIDCAP QUALTY ETF | 1K | $100K–$500K | SH |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 3K | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 032626 | 104K | $100K–$500K | SH |
| — | T ROWE PRICE CREDIT OPPORTUNITIES I | 13K | $100K–$500K | SH |
| DGT | STATE STREET SPDR GLOBALDOW ETF | 614 | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 392 | $100K–$500K | SH |