CALTON & ASSOCIATES, INC.
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 695,926
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 438 | 695,926 | 13F-HR | CALTON & ASSOCIATES, INC. |
| 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 | 235.9 K | 34.0% | 0 | 268.6 K | -268.6 K |
| ETFs | 450.3 K | 65.0% | 284 K | 0 | 284 K |
| Debt | 6.735 K | 1.0% | 276 | 0 | 276 |
| Other | 0 | 0.0% | 0 | 458 | -458 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
695,926
Holdings
438
QoQ value change ($000)
14,994
(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.