—

Garton & Associates Financial Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    louisville, KY
  • CIK
    0002109857
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

123

$122.23M
SCHWAB PRIME ADVANTAGE MONEY INVESTOR, FBGRX, AAPL, AVGO
13F-HR
May 11, 2026
000210985726000002

1,191

$178.56M
SCHWAB PRIME ADVANTAGE MONEY INVESTOR, AAPL, AVGO, FBGRX
13F-HR
Feb 18, 2026
000210985726000001
Garton & Associates Financial Advisors Llc 13F Filings