§ 13F · FUND PROFILE
Chatterton & Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 84Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$116.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | 95K | $8.1T | 6.9% | NEW |
| 2 | SPYG | SPDR SER TR | 62K | $6.6T | 5.6% | NEW |
| 3 | DYNF | BLACKROCK ETF TRUST | 78K | $4.7T | 4.1% | NEW |
| 4 | IVE | ISHARES TR | 22K | $4.7T | 4.0% | NEW |
| 5 | SPYM | SPDR SER TR | 57K | $4.6T | 3.9% | NEW |
| 6 | GLD | SPDR GOLD TR | 11K | $4.2T | 3.6% | NEW |
| 7 | IVW | ISHARES TR | 33K | $4.1T | 3.5% | NEW |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 171K | $4.0T | 3.4% | NEW |
| 9 | SGOV | ISHARES TR | 39K | $3.9T | 3.4% | NEW |
| 10 | XLG | INVESCO EXCHANGE TRADED FD T | 59K | $3.5T | 3.0% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed