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CALTON & ASSOCIATES, INC.

Q2 2026 13F filing

Updated 32 days ago

419 disclosed positions worth $682.8M

Portfolio value
$682.8M
Total holdings
419
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Value
$41.5M
Shares
56.4K
% Port
6.08%
?
2.N/A

NORTHERN LTS FD TR II

Value
$26.2M
Shares
859.8K
% Port
3.84%
S

SPDR SERIES TRUST

Value
$23.4M
Shares
265.9K
% Port
3.42%
S
4.SPY

STATE STR SPDR S&P 500 ETF T

Value
$22M
Shares
29.4K
% Port
3.22%
F
5.FIS

FIDELITY COVINGTON TRUST

Value
$17.8M
Shares
294.5K
% Port
2.60%
A

APPLE INC

Value
$15M
Shares
51.7K
% Port
2.19%
?
7.N/A

INVESCO ACTIVELY MANAGED EXC

Value
$12.3M
Shares
489.1K
% Port
1.80%
S

SCHWAB STRATEGIC TR

Value
$12.2M
Shares
359.7K
% Port
1.78%
?
9.N/A

DBX ETF TR

Value
$12M
Shares
219.3K
% Port
1.75%
S

SPDR SERIES TRUST

Value
$11.9M
Shares
129.4K
% Port
1.74%
B
11.BTCW

WISDOMTREE TR

Value
$11.7M
Shares
231.6K
% Port
1.71%
E
12.ETHA

INVESCO EXCH TRADED FD TR II

Value
$10.4M
Shares
34.3K
% Port
1.52%
N
13.NVDA

NVIDIA CORPORATION

Value
$10.1M
Shares
50.4K
% Port
1.48%
M
14.MU

MICRON TECHNOLOGY INC

Value
$9.8M
Shares
8.5K
% Port
1.43%
S

SELECT SECTOR SPDR TR

Value
$9.3M
Shares
49.1K
% Port
1.37%
S

SPDR SERIES TRUST

Value
$8.7M
Shares
280.5K
% Port
1.27%
V
17.VGES

VANGUARD INDEX FDS

Value
$8.4M
Shares
97.2K
% Port
1.23%
V
18.VGES

VANGUARD WORLD FD

Value
$8.1M
Shares
61.4K
% Port
1.18%
Q
19.QCOM

PACER FDS TR

Value
$7.4M
Shares
118.5K
% Port
1.08%
F
20.FPF

FIRST TR EXCHANGE TRADED FD

Value
$7.2M
Shares
88.5K
% Port
1.05%
V
21.VLO

VANGUARD WORLD FD

Value
$7M
Shares
23.4K
% Port
1.02%
V
22.VGES

VANGUARD WORLD FD

Value
$6.7M
Shares
24.4K
% Port
0.98%
V
23.VGES

VANGUARD INDEX FDS

Value
$6.6M
Shares
9.6K
% Port
0.97%
H
24.HODL

VANECK ETF TRUST

Value
$6.6M
Shares
10.1K
% Port
0.97%
S

SPDR SERIES TRUST

Value
$6.4M
Shares
64.1K
% Port
0.93%
C

CAPITAL GROUP GROWTH ETF

Value
$6.1M
Shares
128.6K
% Port
0.89%
V
27.VGES

VANGUARD WORLD FD

Value
$5.9M
Shares
36.1K
% Port
0.86%
M
28.MSFT

MICROSOFT CORP

Value
$5.4M
Shares
14.3K
% Port
0.78%
E
29.ETHA

ISHARES TR

Value
$5.1M
Shares
17.1K
% Port
0.75%
E
30.ETHA

ISHARES TR

Value
$4.9M
Shares
65.1K
% Port
0.72%
J

J P MORGAN EXCHANGE TRADED F

Value
$4.7M
Shares
82.5K
% Port
0.68%
V
32.VGES

VANGUARD SCOTTSDALE FDS

Value
$4.6M
Shares
58.1K
% Port
0.67%
V
33.VGES

VANGUARD TAX-MANAGED FDS

Value
$4.6M
Shares
64.2K
% Port
0.67%
F
34.FFA

FIRST TR EXCHANGE-TRADED FD

Value
$4.4M
Shares
74.3K
% Port
0.65%
B
35.BLK

ISHARES TR

Value
$4.4M
Shares
28.2K
% Port
0.65%
S

SPDR SERIES TRUST

Value
$4M
Shares
84.5K
% Port
0.59%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$4M
Shares
80.5K
% Port
0.58%
S

SPDR SERIES TRUST

Value
$3.8M
Shares
35.0K
% Port
0.56%
B
39.BLK

ISHARES TR

Value
$3.5M
Shares
32.2K
% Port
0.51%
A
40.AMZN

AMAZON COM INC

Value
$3.5M
Shares
14.7K
% Port
0.51%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.4M
Shares
6.9K
% Port
0.50%
L
42.LLY

ELI LILLY & CO

Value
$3.4M
Shares
2.8K
% Port
0.50%
P
43.PLTR

PACER FDS TR

Value
$3.2M
Shares
74.1K
% Port
0.47%
E
44.ETHA

ISHARES TR

Value
$3.1M
Shares
19.1K
% Port
0.46%
J

JPMORGAN CHASE & CO

Value
$3.1M
Shares
9.4K
% Port
0.45%
V
46.VGES

VANGUARD BD INDEX FDS

Value
$3.1M
Shares
39.5K
% Port
0.45%
S

SELECT SECTOR SPDR TR

Value
$3.1M
Shares
57.2K
% Port
0.45%
E
48.ETHA

ISHARES TR

Value
$3.1M
Shares
12.6K
% Port
0.45%
F
49.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$3M
Shares
81.7K
% Port
0.44%
?
50.N/A

NORTHERN LTS FD TR II

Value
$3M
Shares
103.9K
% Port
0.43%