Garton & Associates Financial Advisors LLC quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Garton & Associates Financial Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 3 and left 0 unchanged. The largest increase in value was AMERICAN FUNDS AMERICAN HIGH-INC F3 (-$259,938); the largest decrease was AMERICAN FUNDS AMERICAN BALANCED F2 (-$2,913,902).
Two Form 13F-HR filings compared (SEC CIK 2109857): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Athena Wealth Management, LLC | United States | $0.122B | 106 |
| Roger Wittlin Investment Advisory, LLC | United States | $0.122B | 39 |
| Dynamic Financial Group | United States | $0.122B | 69 |
| Reyes Financial Architecture, Inc. | United States | $0.122B | 348 |
| Karani Asset Management LLC | United States | $0.122B | 54 |
| SEMITAM BONAM LLC | United States | $0.122B | 44 |
| A4 Wealth Advisors LLC | United States | $0.122B | 103 |
| First Financial Group Corp | United States | $0.122B | 80 |
| Sankala Group LLC | United States | $0.122B | 563 |
| Kennon-Green & Company, LLC | United States | $0.122B | 39 |