CALTON & ASSOCIATES, INC.
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 682,843
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 419 | 682,843 | 13F-HR | CALTON & ASSOCIATES, INC. |
| 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 | 209.2 K | 30.7% | 0 | 26.65 K | -26.65 K |
| ETFs | 467.7 K | 68.5% | 17.35 K | 0 | 17.35 K |
| Debt | 5.687 K | 0.8% | 0 | 1.048 K | -1.048 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
682,843
Holdings
419
QoQ value change ($000)
-13,083
(-1.9%)
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.