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Garton & Associates Financial Advisors LLC

Q1 2026 13F Holdings

  • Location
    louisville, KY
  • Num holdings

    123

  • Value ($000)

    $122,233

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002109857
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

SWVXX
808515605
$8.2M
7 %

8,196,610

F
FBGRX

FIDELITY BLUE CHIP GROWTH

FBGRX
316389303
$5.23M
4 %

21,077

A
AAPL

APPLE INC

AAPL
037833100
$5.09M
4 %

20,048

A
AVGO

BROADCOM INC

AVGO
11135F101
$4.45M
4 %

14,388

A
AMZN

AMAZONCOM INC

AMZN
023135106
$4.25M
4 %

20,398

F
FAGIX

FIDELITY CAPITAL & INCOME

FAGIX
316062108
$4.22M
4 %

389,390

M
MSFT

MICROSOFT CORP

MSFT
594918104
$3.88M
3 %

10,479

F
FTHSX

FULLERTHALER BEHAVIORAL SM-CP EQ INST

FTHSX
14064D865
$3.62M
3 %

71,826

T
TRAIX

T ROWE PRICE CAPITAL APPRECIATION I

TRAIX
77954M303
$3.05M
3 %

88,046

F
FTXSX

FULLERTHALER BEHAVIORAL SM-CP GRINSTL

FTXSX
14064D782
$2.97M
2 %

54,191

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