Garton & Associates Financial Advisors LLC - Portfolio Stock Holdings
Garton & Associates Financial Advisors LLC disclosed 31 stock positions in a recent SEC 13F filing. $40,816,240 of stock holdings were filed, with the largest holdings including AAPL, AVGO, and QQQM. This filing represented positions held on Sept. 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.
Report Period:
Sept. 30, 2026No. of Stocks:
31Est. Stock Holding Value:
$40,816,240Top Stock Holdings By Sector
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Portfolio Stock Holdings - Garton & Associates Financial Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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