account_balance
Investment manager · 13F filer · SEC CIK 2109857
Garton & Associates Financial Advisors LLC
Reported value$41Mas of Sep 30, 2026
Positions25 7 new, 6 sold out
Top 10 weight74.0%AAPL alone is 15%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
15.4%
AVGOBroadcom Inc.
12.1%Trimmed −3%
QQQMInvesco Nasdaq 100 ETF
10.0%Added +7%
AMZNAmazon.com Inc
9.7%Added +3%
TCAFT. Rowe Price Capital Appreciation Equity ETF
5.4%Added +3%
HASHasbro, Inc.
4.9%Added +82%
RELXRelx PLC
4.5%New
VYMIVanguard International High Dividend Yield Index Fund ETF Shares
4.4%
PORPortland General Electric Co
4.1%New
KOCoca-Cola Co
3.5%
EWBCEast West Bancorp Inc
3.4%New
RBCAARepublic Bancorp Inc
3.4%−2%
AAPLApple Inc.
15.4%
AVGOBroadcom Inc.
12.1%Trimmed −3%
QQQMInvesco Nasdaq 100 ETF
10.0%+7%
AMZNAmazon.com Inc
9.7%+3%
TCAFT. Rowe Price Capital Appreciation Equity ETF
5.4%
HASHasbro, Inc.
4.9%
RELX4.5%VYMI4.4%
POR4.1%KO3.5%EWBCRBCAABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 15.4% HeldAVGO Broadcom Inc. 12.1% Trimmed −3%
QQQM Invesco Nasdaq 100 ETF 10.0% Added +7%
AMZN Amazon.com Inc 9.7% Added +3%TCAF T. Rowe Price Capital Appreciation Equity ETF 5.4% Added +3%
HAS Hasbro, Inc. 4.9% Added +82%RELX Relx PLC 4.5% NewVYMI Vanguard International High Dividend Yield Index Fund ETF Shares 4.4% Held
POR Portland General Electric Co 4.1% NewKO Coca-Cola Co 3.5% HeldEWBC East West Bancorp Inc 3.4% NewRBCAA Republic Bancorp Inc 3.4% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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