Garton & Associates Financial Advisors LLC: 13F holdings
CIK 21098572026Q2
| Positions | 24 |
|---|
| Reported value | $44.2m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 24 (-99 vs prior quarter) |
|---|
| Reported value | $44.2m (-63.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 19,062 | $5.5m | 12.5% |
| AVGO BROADCOM INC | 14,535 | $5.5m | 12.4% |
| QQQM INVESCO NASDAQ 100 ETF | 12,502 | $3.8m | 8.6% |
| AMZN AMAZON.COM INC | 15,627 | $3.7m | 8.4% |
| ABBV ABBVIE INC | 10,238 | $2.6m | 5.8% |
| AMCOR PLC F | 49,005 | $2.1m | 4.8% |
| DUK DUKE ENERGY CORP NEW | 16,757 | $2.1m | 4.8% |
| TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 50,907 | $2.1m | 4.7% |
| TMUS T-MOBILE US INC | 11,972 | $2.0m | 4.5% |
| VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 17,630 | $1.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109857")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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