CIK 822648
CALTON & ASSOCIATES, INC.
Institutional 13F holdings & portfolio
Holdings
446
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 446
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 59K | $1M+ | SH |
| PSTR | NORTHERN LTS FD TR II | 1.0M | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 276K | $1M+ | SH |
| AAPL | APPLE INC | 68K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 316K | $1M+ | SH |
| USFR | WISDOMTREE TR | 296K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 377K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 131K | $1M+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 474K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 88K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 72K | $1M+ | SH |
| DBEF | DBX ETF TR | 214K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 307K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 37K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 90K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 28K | $1M+ | SH |
| COWZ | PACER FDS TR | 128K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 30K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 131K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 127K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 39K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 75K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 81K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 52K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 79K | $1M+ | SH |
| DGRO | ISHARES TR | 62K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 20K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 50K | $1M+ | SH |
| AMZN | AMAZON COM INC | 18K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 98K | $1M+ | SH |
| IVW | ISHARES TR | 32K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 45K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 101K | $1M+ | SH |
| USMV | ISHARES TR | 37K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 9K | $1M+ | SH |
| LQD | ISHARES TR | 30K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 123K | $1M+ | SH |
| ITOT | ISHARES TR | 22K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 26K | $1M+ | SH |
| GCOW | PACER FDS TR | 76K | $1M+ | SH |
| IVE | ISHARES TR | 14K | $1M+ | SH |
| WMT | WALMART INC | 27K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |