Garton & Associates Financial Advisors LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,233
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 123 | 122,233 | 13F-HR | Garton & Associates Financial Advisors LLC |
| Q4 2025 | 2/18/2026 | 1,191 | 178,554 | 13F-HR | Garton & Associates Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.56 K | 80.6% | 0 | 79.97 K | -79.97 K |
| ETFs | 23.67 K | 19.4% | 23.67 K | 0 | 23.67 K |
| Debt | 0 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
122,233
Holdings
123
QoQ value change ($000)
-56,321
(-31.5%)
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.