Garton & Associates Financial Advisors LLC has disclosed its latest 13F-HR filing, which shows a total portfolio value of $41,010,211 as of September 30, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and positions.

The firm, based in Louisville, Kentucky, is a financial advisory company that manages investments for its clients. The latest filing, submitted on October 30, 2026, is part of a series of quarterly reports that Garton & Associates has filed this year. Previous filings include reports from August 11, May 11, and February 18 of the same year.

According to the filing, Garton & Associates holds investments in 25 different companies. Notable holdings include:

  • Apple Inc. (AAPL) - $6,299,225
  • Amazon.com Inc. (AMZN) - $3,992,878
  • Broadcom Inc. (AVGO) - $4,975,579
  • The Coca-Cola Company (KO) - $1,436,638
  • Pfizer Inc. (PFE) - $506,278

These investments reflect Garton & Associates' focus on technology, consumer goods, and healthcare sectors, which are pivotal in today’s market landscape.

The filing indicates that Garton & Associates exercises sole investment discretion over its holdings, meaning the firm has complete control over the investment decisions regarding these assets. This autonomy allows the firm to respond quickly to market changes and client needs.

With a total of 25 positions reported, the firm continues to diversify its portfolio, which is a common strategy among financial advisors to mitigate risk and capitalize on various market opportunities. The total portfolio value represents a significant figure in the context of asset management, especially for a firm of its size.

As for what’s next, the filing does not specify future actions or changes. However, the financial advisory industry will likely keep a close eye on Garton & Associates’ subsequent filings to assess any shifts in investment strategy or market focus.

In summary, Garton & Associates Financial Advisors LLC's recent filing provides a snapshot of its investment landscape, showcasing a healthy portfolio that reflects both established and emerging market trends. This information will be valuable for clients and competitors alike as they navigate the ever-evolving financial market.