Garton & Associates Financial Advisors LLC - Portfolio Stock Holdings

Garton & Associates Financial Advisors LLC disclosed 76 stock positions in a recent SEC 13F filing. $44,216,315 of stock holdings were filed, with the largest holdings including AAPL, AVGO, and QQQM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $215,376,210 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.