Arkolith/Funds/Calton & Associates, Inc.

Calton & Associates, Inc.

CIK 822648
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Calton & Associates, Inc. holds a diversified book of 419 stocks worth $682.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Marathon Petroleum Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 6% of the equity book.

Opened
169
bought for the first time
Added to
111
already held, bought more
Trimmed
233
sold some, still holds it
Sold out
85
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
28%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
10%
Financials
3%
Industrials
2%
Consumer Discretionary
2%
Health Care
2%
Utilities
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Calton & Associates, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$481.9B
JPMORGAN CHASE & CO78 / 80$417.7B
ROYAL BANK OF CANADA78 / 80$126.8B
LPL Financial LLC78 / 80$101.8B
RAYMOND JAMES FINANCIAL INC78 / 80$90.3B
ENVESTNET ASSET MANAGEMENT INC78 / 80$81.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO78 / 80$25.8B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$20.8B

Ranked by the share of each fund's own book sitting in the names it shares with Calton & Associates, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

419 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$41.5M56.4K
6.1%
−0.1%
Reduced · −79 sh
2Northern LTS FD TR II
PEAK SECT RO ETF
$26.2M859.8K
3.8%
−17%
Reduced · −180K sh
3SPDR Series Trust
ST STR P500ETF
$23.4M265.9K
3.4%
−1.6%
Reduced · −4K sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$22.0M29.4K
3.2%
−6.0%
Reduced · −2K sh
5Fidelity Covington Trust
HIGH DIVID ETF
$17.8M294.5K
2.6%
−2.5%
Reduced · −8K sh
6Apple Inc
COM
$15.0M51.7K
2.2%
−20%
Reduced · −13K sh
7Invesco Actively Managed Exc
VAR RATE INVT
$12.3M489.1K
1.8%
+4.2%
Added · +20K sh
8Schwab Strategic TR
US LCAP GR ETF
$12.2M359.7K
1.8%
−0.4%
Reduced · −2K sh
9DBX ETF TR
XTRACK MSCI EAFE
$12.0M219.3K
1.8%
+1.4%
Added · +3K sh
10SPDR Series Trust
ST STR BLO 1 ETF
$11.9M129.4K
1.7%
+5.0%
Added · +6K sh
11Wisdomtree TR
FLOATNG RAT TREA
$11.7M231.6K
1.7%
−14%
Reduced · −38K sh
12Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$10.4M34.3K
1.5%
+2.4%
Added · +809 sh
13Nvidia Corporation
COM
$10.1M50.4K
1.5%
−13%
Reduced · −8K sh
14Micron Technology Inc
COM
$9.8M8.5K
1.4%
−7.5%
Reduced · −686 sh
15Select Sector SPDR TR
ST STR TECHN ETF
$9.3M49.1K
1.4%
−27%
Reduced · −18K sh
16SPDR Series Trust
ST STR RATE ETF
$8.7M280.5K
1.3%
−13%
Reduced · −43K sh
17Vanguard Index FDS
GROWTH ETF
$8.4M97.2K
1.2%
+312%
Added · +74K sh
18Vanguard World FD
FINANCIALS ETF
$8.1M61.4K
1.2%
−30%
Reduced · −27K sh
19Pacer FDS TR
US CASH COWS 100
$7.4M118.5K
1.1%
+6.5%
Added · +7K sh
20First TR Exchange Traded FD
RISNG DIVD ACHIV
$7.2M88.5K
1.1%
−2.1%
Reduced · −2K sh
21Vanguard World FD
HEALTH CAR ETF
$7.0M23.4K
1.0%
−18%
Reduced · −5K sh
22Vanguard World FD
MEGA CAP INDEX
$6.7M24.4K
1.0%
−34%
Reduced · −13K sh
23Vanguard Index FDS
S&P 500 ETF SHS
$6.6M9.6K
1.0%
−19%
Reduced · −2K sh
24Vaneck ETF Trust
SEMICONDUCTR ETF
$6.6M10.1K
1.0%
+15%
Added · +1K sh
25SPDR Series Trust
ST STR BL 12 ETF
$6.4M64.1K
0.9%
−23%
Reduced · −19K sh
26Capital Group Growth ETF
SHS CREAT UNIT
$6.1M128.6K
0.9%
+1.5%
Added · +2K sh
27Vanguard World FD
MEGA CAP VAL ETF
$5.9M36.1K
0.9%
+5.5%
Added · +2K sh
28Microsoft Corp
COM
$5.4M14.3K
0.8%
−6.7%
Reduced · −1K sh
29Ishares TR
RUSSELL 2000 ETF
$5.1M17.1K
0.8%
−11%
Reduced · −2K sh
30Ishares TR
CORE DIV GRWTH
$4.9M65.1K
0.7%
+4.5%
Added · +3K sh
31J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.7M82.5K
0.7%
+8.3%
Added · +6K sh
32Vanguard Scottsdale FDS
SHRT TRM CORP BD
$4.6M58.1K
0.7%
+33%
Added · +14K sh
33Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.6M64.2K
0.7%
−14%
Reduced · −10K sh
34First TR Exchange-Traded FD
FIRST TR ENH NEW
$4.4M74.3K
0.7%
−2.1%
Reduced · −2K sh
35Ishares TR
MSCI ACWI ETF
$4.4M28.2K
0.6%
−2.4%
Reduced · −682 sh
36SPDR Series Trust
ST STR SP500DIV
$4.0M84.5K
0.6%
−34%
Reduced · −43K sh
37Capital Group Dividend Value
SHS CREAT UNIT
$4.0M80.5K
0.6%
+34%
Added · +20K sh
38SPDR Series Trust
ST STR SP600SM C
$3.8M35.0K
0.6%
−32%
Reduced · −16K sh
39Ishares TR
IBOXX INV CP ETF
$3.5M32.2K
0.5%
+3.7%
Added · +1K sh
40Amazon Com Inc
COM
$3.5M14.7K
0.5%
−8.8%
Reduced · −1K sh
41Berkshire Hathaway Inc Del
CL B NEW
$3.4M6.9K
0.5%
−26%
Reduced · −2K sh
42Eli Lilly & Co
COM
$3.4M2.8K
0.5%
+12%
Added · +293 sh
43Pacer FDS TR
GLOBL CASH ETF
$3.2M74.1K
0.5%
−2.9%
Reduced · −2K sh
44Ishares TR
CORE S&P TTL STK
$3.1M19.1K
0.5%
−9.6%
Reduced · −2K sh
45JPMorgan Chase & Co
COM
$3.1M9.4K
0.5%
−19%
Reduced · −2K sh
46Vanguard BD Index FDS
SHORT TRM BOND
$3.1M39.5K
0.5%
−14%
Reduced · −7K sh
47Select Sector SPDR TR
ST STR FINL ETF
$3.1M57.2K
0.4%
+11%
Added · +6K sh
48Ishares TR
US AER DEF ETF
$3.1M12.6K
0.4%
−9.4%
Reduced · −1K sh
49First TR Exchng Traded FD VI
FT LADD BUFF ETF
$3.0M81.7K
0.4%
−11%
Reduced · −10K sh
50Northern LTS FD TR II
PEAKSHARES RMR
$3.0M103.9K
0.4%
+23%
Added · +20K sh
Showing 50 of 419 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026419$682.8M13F-HR
Q1 2026Mar 31, 2026May 13, 2026438$695.9M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026446$680.9M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025425$666.2M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025385$578.4M13F-HR
Q1 2025Mar 31, 2025May 15, 2025340$438.4M13F-HR/A
Q4 2024Dec 31, 2024Jan 23, 2025193$226.3M13F-HR
Amended / restated
  • Q1 2025 · filed May 5, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.