Garton & Associates Financial Advisors LLC
Garton & Associates Financial Advisors LLC reported 24 positions worth $44.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AAPL (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $5.5M | 12.47% | 19,062 | — | — | |
| ▸ 2 | AVGO | SH | $5.5M | 12.42% | 14,535 | — | — | |
| ▸ 3 | QQQM | SH | $3.8M | 8.57% | 12,502 | — | — | |
| ▸ 4 | AMZN | SH | $3.7M | 8.42% | 15,627 | — | — | |
| ▸ 5 | ABBV | SH | $2.6M | 5.83% | 10,238 | — | — | |
| ▸ 6 | AMCR | SH | $2.1M | 4.80% | 49,005 | — | — | |
| ▸ 7 | DUK | SH | $2.1M | 4.80% | 16,757 | — | — | |
| ▸ 8 | TCAF | SH | $2.1M | 4.73% | 50,907 | — | — | |
| ▸ 9 | TMUS | SH | $2.0M | 4.54% | 11,972 | — | — | |
| ▸ 10 | VYMI | SH | $1.7M | 3.92% | 17,630 | — | — |
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Frequently Asked Questions
What stocks does Garton & Associates Financial Advisors LLC hold as of Q2 2026?
Garton & Associates Financial Advisors LLC reported 24 positions worth $44.2M in its Q2 2026 13F filing. Largest positions: AAPL (12.5%), AVGO (12.4%), QQQM (8.6%), AMZN (8.4%) and ABBV (5.8%).
What did Garton & Associates Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Garton & Associates Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.