Calton & Associates
$683M 13F equity value
504 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Calton & Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 56,351 | $41M | 6.1% |
| PSTR | NORTHERN LTS FD TR II | 859,824 | $26M | 3.8% |
| SPYM | SPDR SERIES TRUST | 265,895 | $23M | 3.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 29,442 | $22M | 3.2% |
| FDVV | FIDELITY COVINGTON TRUST | 294,506 | $18M | 2.6% |
| AAPL | APPLE INC | 51,716 | $15M | 2.2% |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 489,131 | $12M | 1.8% |
| SCHG | SCHWAB STRATEGIC TR | 359,676 | $12M | 1.8% |
| DBEF | DBX ETF TR | 219,312 | $12M | 1.8% |
| BIL | SPDR SERIES TRUST | 129,441 | $12M | 1.7% |
Track Calton & Associates's 13F portfolio: $683M in reported holdings, 504 positions. Top holdings and quarterly changes on SentiSense.
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