account_balance
Investment manager · 13F filer · SEC CIK 822648
Calton & Associates, Inc.
Reported value$901Mas of Sep 30, 2026
Positions493 102 new, 28 sold out
Top 10 weight25.5%QQQ alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
5.1%Added +10%
PSTRNorthern LTS Fd Tr II
4.0%Added +34%
SPYMSPDR Series Trust
3.1%Added +19%
SPYSPDR S&P 500 ETF Trust
2.5%
FDVVFidelity Covington Trust
2.3%Added +16%
AAPLApple Inc.
2.1%Added +10%
NVDANVIDIA Corp
1.6%Added +29%
USFRWisdomtree Tr
1.6%Added +23%
QQQMInvesco Exch Traded Fd Tr II
1.6%Added +37%
SCHGSchwab Strategic Tr
1.6%Added +8%
BILSPDR Series Trust
1.5%Added +17%
VRIGInvesco Actively Managed Exc
1.5%Added +8%
QQQInvesco QQQ Tr
5.1%Added +10%
PSTRNorthern LTS Fd Tr II
4.0%Added +34%
SPYMSPDR Series Trust
3.1%Added +19%
SPYSPDR S&P 500 ETF Trust
2.5%
FDVVFidelity Covington Trust
2.3%+16%
AAPLApple Inc.
2.1%
NVDANVIDIA Corp
1.6%
USFRWisdomtree Tr
1.6%
QQQMInvesco Exch Traded Fd Tr II
1.6%
SCHG
BIL1.5%
VRIG
Boxes 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
QQQ Invesco QQQ Tr 5.1% Added +10%
PSTR Northern LTS Fd Tr II 4.0% Added +34%
SPYM SPDR Series Trust 3.1% Added +19%
SPY SPDR S&P 500 ETF Trust 2.5% HeldFDVV Fidelity Covington Trust 2.3% Added +16%
AAPL Apple Inc. 2.1% Added +10%NVDA NVIDIA Corp 1.6% Added +29%USFR Wisdomtree Tr 1.6% Added +23%
QQQM Invesco Exch Traded Fd Tr II 1.6% Added +37%
SCHG Schwab Strategic Tr 1.6% Added +8%
BIL SPDR Series Trust 1.5% Added +17%
VRIG Invesco Actively Managed Exc 1.5% Added +8%
What changed
Biggest moves since Jun 30, 2026
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