CALTON & ASSOCIATES, INC.
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 680,932
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 446 | 680,932 | 13F-HR | CALTON & ASSOCIATES, INC. |
| Q3 2025 | 11/7/2025 | 425 | 666,157 | 13F-HR | CALTON & ASSOCIATES, INC. |
| Q2 2025 | 8/12/2025 | 385 | 578,359 | 13F-HR | CALTON & ASSOCIATES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 504.5 K | 74.4% | 14.54 K | 0 | 14.54 K |
| ETFs | 166.3 K | 24.5% | 0 | 98 | -98 |
| Debt | 6.459 K | 1.0% | 165 | 0 | 165 |
| Other | 458 | 0.1% | 458 | 0 | 458 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
680,932
Holdings
446
QoQ value change ($000)
14,775
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.