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Donald Garton

Garton & Associates Financial Advisors Llc

Assets Managed
$122.233M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-31.54%(2Q avg: -15.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Garton & Associates Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Garton & Associates Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.233M in assets, with a quarterly growth rate of -31.54% and a 2-quarter average growth rate of -15.77%. The portfolio is managed by Donald Garton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SWVXX
Schwab Value Adv Money-inv
Recent Activity
Decreased -7.74%
6.71%
$8.197M
8.197M shares@ $1.0 avg price
FBGRX
Fidelity Blue Chip Growth
Recent Activity
Increased 7.2%
4.28%
$5.228M
21,077 shares@ $248.04 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.28%
4.17%
$5.088M
20,048 shares@ $253.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -9.9%
3.65%
$4.453M
14,388 shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -9.85%
3.48%
$4.248M
20,398 shares@ $208.28 avg price
FAGIX
Fidelity Capital & Income
Recent Activity
Increased 20.68%
3.46%
$4.221M
389,390 shares@ $10.85 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.32%
3.18%
$3.879M
10,479 shares@ $370.17 avg price
FTHSX
Fullthaler Beh S C Eqty-inst
Recent Activity
Increased 0.72%
2.97%
$3.623M
71,826 shares@ $50.45 avg price
TRAIX
T Rowe Pr Captl Apprec-i
Recent Activity
Increased 3.28%
2.5%
$3.046M
88,046 shares@ $34.6 avg price
FTXSX
Fullthaler Beh S C Grw-inst
Recent Activity
Decreased -3.95%
2.44%
$2.971M
54,191 shares@ $54.84 avg price

1-10 of 123