Chatterton & Associates
$170M 13F equity value
110 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Chatterton & 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 |
|---|---|---|---|---|
| SPYM | SPDR SER TR | 177,211 | $16M | 9.2% |
| IUSB | ISHARES TR | 195,195 | $9M | 5.3% |
| SGOV | ISHARES TR | 83,239 | $8M | 4.9% |
| SCHZ | SCHWAB STRATEGIC TR | 303,056 | $7M | 4.1% |
| IVW | ISHARES TR | 49,446 | $7M | 4.0% |
| DYNF | BLACKROCK ETF TRUST | 94,336 | $6M | 3.8% |
| GLDM | WORLD GOLD TR | 70,991 | $6M | 3.4% |
| IVE | ISHARES TR | 25,023 | $6M | 3.4% |
| KLAC | BLACKROCK ETF TRUST | 21,810 | $5M | 2.9% |
| GOVT | ISHARES TR | 203,659 | $5M | 2.7% |
Track Chatterton & Associates's 13F portfolio: $170M in reported holdings, 110 positions. Top holdings and quarterly changes on SentiSense.
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