Garton & Associates Financial Advisors LLC
Q4 2025 13F Holdings
- Locationlouisville, KY
- Num holdings
1,191
- Value ($000)
$178,554
- Date Filed02/18/2026
- Form type13F-HR
- CIK0002109857
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB PRIME ADVANTAGE MONEY INVESTOR | SWVXX | 808515605 | $8.88M | 5 % | 8,884,561 | ||
APPLE INC | AAPL | 037833100 | $5.64M | 3 % | 20,728 | ||
BROADCOM INC | AVGO | 11135F101 | $5.53M | 3 % | 15,970 | ||
FIDELITY BLUE CHIP GROWTH | FBGRX | 316389303 | $5.25M | 3 % | 19,662 | ||
AMAZONCOM INC | AMZN | 023135106 | $5.22M | 3 % | 22,627 | ||
PNC FINL SERVICES | PNC | 693475105 | $4.6M | 3 % | 22,056 | ||
MICROSOFT CORP | MSFT | 594918104 | $4.59M | 3 % | 9,499 | ||
ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $3.62M | 2 % | 11,574 | ||
FULLERTHALER BEHAVIORAL SMCP EQ INST | FTHSX | 14064D865 | $3.57M | 2 % | 71,317 | ||
FIDELITY CAPITAL & INCOME | FAGIX | 316062108 | $3.5M | 2 % | 322,683 |
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