§ 13F · FUND PROFILE
Garton & Associates Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1507Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$178.6T 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 FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBGRX | FIDELITY BLUE CHIP GROWTH | 18K | $4.7T | 2.7% | NEW |
| 2 | PNC | PNC FINL SERVICES | 21K | $4.4T | 2.5% | NEW |
| 3 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 3.54M | $3.5T | 2.0% | NEW |
| 4 | AMZN | AMAZONCOM INC | 14K | $3.3T | 1.9% | NEW |
| 5 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 3.20M | $3.2T | 1.8% | NEW |
| 6 | FTXSX | FULLERTHALER BEHAVIORAL SMCP GRINSTL | 56K | $3.0T | 1.7% | NEW |
| 7 | MSFT | MICROSOFT CORP | 6K | $3.0T | 1.7% | NEW |
| 8 | FAGIX | FIDELITY CAPITAL & INCOME | 276K | $3.0T | 1.7% | NEW |
| 9 | PNAIX | T ROWE PRICE ALLCAP OPPORTUNITIESI | 37K | $2.9T | 1.6% | NEW |
| 10 | TRAIX | T ROWE PRICE CAPITAL APPRECIATION I | 82K | $2.9T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GARTON SIGNAL
AC read
Garton & Associates Financial Advisors LLC 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