§ 13F · FUND PROFILE
Chatterton & Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 97Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | 93K | $7M | 5.2% | +63% |
| 2 | IVE | ISHARES TR | 26K | $6M | 3.9% | +16% |
| 3 | GLDM | WORLD GOLD TR | 58K | $5M | 3.8% | −39% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 232K | $5M | 3.8% | +36% |
| 5 | IVW | ISHARES TR | 44K | $5M | 3.7% | +34% |
| 6 | DYNF | BLACKROCK ETF TRUST | 82K | $5M | 3.5% | +5% |
| 7 | GLD | SPDR GOLD TR | 11K | $5M | 3.4% | +3% |
| 8 | SGOV | ISHARES TR | 44K | $4M | 3.1% | +12% |
| 9 | IUSB | BLACKROCK ETF TRUST | 95K | $4M | 3.1% | +37% |
| 10 | XTEN | BONDBLOXX ETF TRUST | 92K | $4M | 3.0% | +34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHATTERTON SIGNAL
AC read
Chatterton & Associates Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed