# EDGAR Filing Document

**Accession Number:** 0002102688
**File Stem:** 0002102688-26-000003
**Filing Date:** 2026-4
**Character Count:** 13251
**Document Hash:** f499d4c8ee67dbec3c529b426e4ac285
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002102688-26-000003.hdr.sgml**: 20260420

**ACCESSION NUMBER**: 0002102688-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260420

**DATE AS OF CHANGE**: 20260420

**EFFECTIVENESS DATE**: 20260420

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Chatterton & Associates Inc.
- **CENTRAL INDEX KEY:** 0002102688

**ORGANIZATION NAME:**
- **EIN:** 200999213
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25931
- **FILM NUMBER:** 26875695

**BUSINESS ADDRESS:**
- **STREET 1:** 3061 E. LA PALMA AVE
- **CITY:** ANAHEIM
- **STATE:** CA
- **ZIP:** 92806
- **BUSINESS PHONE:** (714) 572-2050

**MAIL ADDRESS:**
- **STREET 1:** 3061 E. LA PALMA AVE
- **CITY:** ANAHEIM
- **STATE:** CA
- **ZIP:** 92806

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Chatterton  Associates Inc.<br>**Address:** 3061 E. LA PALMA AVE<br>ANAHEIM, CA 92806

**Form 13F File Number:** 028-25931

**CRD Number (if applicable):** 000132295

**SEC File Number (if applicable):** 801-63394

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Donna DiMaria<br>**Title:** CCO<br>**Phone:** 9178162528

**Signature, Place, and Date of Signing:**

Donna DiMaria  Fairport, NY  04-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 97

**Form 13F Information Table Value Total:** $142704142

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 7419855 | 92725 | SH |  | SOLE |  | 0 | 0 | 92725 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 5542269 | 25531 | SH |  | SOLE |  | 0 | 0 | 25531 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 5488291 | 58151 | SH |  | SOLE |  | 0 | 0 | 58151 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 5405412 | 232291 | SH |  | SOLE |  | 0 | 0 | 232291 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 5306018 | 44180 | SH |  | SOLE |  | 0 | 0 | 44180 |
| BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 |  | 4993206 | 81575 | SH |  | SOLE |  | 0 | 0 | 81575 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4786356 | 10930 | SH |  | SOLE |  | 0 | 0 | 10930 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 4416824 | 43966 | SH |  | SOLE |  | 0 | 0 | 43966 |
| BLACKROCK ETF TRUST | I Shares | 46434V613 |  | 4405890 | 95098 | SH |  | SOLE |  | 0 | 0 | 95098 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 4217704 | 91909 | SH |  | SOLE |  | 0 | 0 | 91909 |
| KLA CORP | COM NEW | 482480100 |  | 3791336 | 2195 | SH |  | SOLE |  | 0 | 0 | 2195 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 3671350 | 160391 | SH |  | SOLE |  | 0 | 0 | 160391 |
| ISHARES TR | MBS ETF | 464288588 |  | 3568690 | 37502 | SH |  | SOLE |  | 0 | 0 | 37502 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 3237416 | 31129 | SH |  | SOLE |  | 0 | 0 | 31129 |
| Blackrock ETF Trust | ISHARES INTL CTR | 09290C764 |  | 3214059 | 94810 | SH |  | SOLE |  | 0 | 0 | 94810 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 |  | 3208343 | 132412 | SH |  | SOLE |  | 0 | 0 | 132412 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 2898966 | 40202 | SH |  | SOLE |  | 0 | 0 | 40202 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED LOW VOL | 81589A403 |  | 2750241 | 84415 | SH |  | SOLE |  | 0 | 0 | 84415 |
| Blackrock ETF Trust | ISHARES A I INNO | 09290C780 |  | 2682402 | 71818 | SH |  | SOLE |  | 0 | 0 | 71818 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2677879 | 34531 | SH |  | SOLE |  | 0 | 0 | 34531 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 2567273 | 29974 | SH |  | SOLE |  | 0 | 0 | 29974 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2543576 | 12702 | SH |  | SOLE |  | 0 | 0 | 12702 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2464300 | 3608 | SH |  | SOLE |  | 0 | 0 | 3608 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 2360552 | 19229 | SH |  | SOLE |  | 0 | 0 | 19229 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 2263536 | 46719 | SH |  | SOLE |  | 0 | 0 | 46719 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 2230788 | 44589 | SH |  | SOLE |  | 0 | 0 | 44589 |
| BLACKROCK ETF TRUST | FUTURE US THEMES | 09290C806 |  | 2215021 | 57743 | SH |  | SOLE |  | 0 | 0 | 57743 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2188471 | 20453 | SH |  | SOLE |  | 0 | 0 | 20453 |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 |  | 1952393 | 37395 | SH |  | SOLE |  | 0 | 0 | 37395 |
| BOEING CO | COM | 097023105 |  | 1798991 | 8175 | SH |  | SOLE |  | 0 | 0 | 8175 |
| BLACKROCK ETF TRUST | LARGE CAP CORE E | 09290C855 |  | 1719189 | 39037 | SH |  | SOLE |  | 0 | 0 | 39037 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1661020 | 2443 | SH |  | SOLE |  | 0 | 0 | 2443 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 1572550 | 12962 | SH |  | SOLE |  | 0 | 0 | 12962 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 1559176 | 20999 | SH |  | SOLE |  | 0 | 0 | 20999 |
| APPLE INC | COM | 037833100 |  | 1506414 | 5783 | SH |  | SOLE |  | 0 | 0 | 5783 |
| MICROSOFT CORP | COM | 594918104 |  | 1478103 | 3962 | SH |  | SOLE |  | 0 | 0 | 3962 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 1457793 | 2111 | SH |  | SOLE |  | 0 | 0 | 2111 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1033586 | 11012 | SH |  | SOLE |  | 0 | 0 | 11012 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 958973 | 3011 | SH |  | SOLE |  | 0 | 0 | 3011 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 847604 | 5467 | SH |  | SOLE |  | 0 | 0 | 5467 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 828147 | 4503 | SH |  | SOLE |  | 0 | 0 | 4503 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 770498 | 1588 | SH |  | SOLE |  | 0 | 0 | 1588 |
| AMAZON COM INC | COM | 023135106 |  | 735063 | 3146 | SH |  | SOLE |  | 0 | 0 | 3146 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 713936 | 4835 | SH |  | SOLE |  | 0 | 0 | 4835 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 668803 | 6631 | SH |  | SOLE |  | 0 | 0 | 6631 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 654212 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| CHEVRON CORP NEW | COM | 166764100 |  | 652364 | 3427 | SH |  | SOLE |  | 0 | 0 | 3427 |
| BROADCOM INC | COM | 11135F101 |  | 642742 | 1811 | SH |  | SOLE |  | 0 | 0 | 1811 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 633583 | 4679 | SH |  | SOLE |  | 0 | 0 | 4679 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 617845 | 10777 | SH |  | SOLE |  | 0 | 0 | 10777 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 605559 | 4129 | SH |  | SOLE |  | 0 | 0 | 4129 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 603769 | 966 | SH |  | SOLE |  | 0 | 0 | 966 |
| ISHARES U S ETF TR | BLACKROCK SHORT | 46431W838 |  | 545371 | 10851 | SH |  | SOLE |  | 0 | 0 | 10851 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 543777 | 1377 | SH |  | SOLE |  | 0 | 0 | 1377 |
| ISHARES TR | US FIXED INC BAL | 46435U796 |  | 538144 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| ELI LILLY  CO | COM | 532457108 |  | 532041 | 557 | SH |  | SOLE |  | 0 | 0 | 557 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 510729 | 837 | SH |  | SOLE |  | 0 | 0 | 837 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 481062 | 4073 | SH |  | SOLE |  | 0 | 0 | 4073 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 468994 | 4257 | SH |  | SOLE |  | 0 | 0 | 4257 |
| WALMART INC | COM | 931142103 |  | 462544 | 3582 | SH |  | SOLE |  | 0 | 0 | 3582 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 442946 | 4156 | SH |  | SOLE |  | 0 | 0 | 4156 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 391110 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 380463 | 2678 | SH |  | SOLE |  | 0 | 0 | 2678 |
| META PLATFORMS INC | CL A | 30303M102 |  | 351270 | 559 | SH |  | SOLE |  | 0 | 0 | 559 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 345795 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 338207 | 736 | SH |  | SOLE |  | 0 | 0 | 736 |
| BLACKROCK ETF TRUST II | SHORT TERM CALIF | 092528884 |  | 336335 | 6670 | SH |  | SOLE |  | 0 | 0 | 6670 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 334656 | 4630 | SH |  | SOLE |  | 0 | 0 | 4630 |
| TESLA INC | COM | 88160R101 |  | 334215 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| GE VERNOVA LLC | COM | 36828A101 |  | 325255 | 336 | SH |  | SOLE |  | 0 | 0 | 336 |
| ORACLE CORP | COM | 68389X105 |  | 316802 | 2298 | SH |  | SOLE |  | 0 | 0 | 2298 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 315631 | 2414 | SH |  | SOLE |  | 0 | 0 | 2414 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 305098 | 1988 | SH |  | SOLE |  | 0 | 0 | 1988 |
| ISHARES TR | S 100 ETF | 464287101 |  | 292216 | 878 | SH |  | SOLE |  | 0 | 0 | 878 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 290654 | 1501 | SH |  | SOLE |  | 0 | 0 | 1501 |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | 092528702 |  | 281711 | 8042 | SH |  | SOLE |  | 0 | 0 | 8042 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 271129 | 857 | SH |  | SOLE |  | 0 | 0 | 857 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 268961 | 1562 | SH |  | SOLE |  | 0 | 0 | 1562 |
| EATON CORP PLC | SHS | G29183103 |  | 266693 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| AMGEN INC | COM | 031162100 |  | 264566 | 744 | SH |  | SOLE |  | 0 | 0 | 744 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 264265 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| APPLIED MATLS INC | COM | 038222105 |  | 258974 | 651 | SH |  | SOLE |  | 0 | 0 | 651 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 254218 | 569 | SH |  | SOLE |  | 0 | 0 | 569 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 249751 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 248482 | 4299 | SH |  | SOLE |  | 0 | 0 | 4299 |
| DISNEY WALT CO | COM | 254687106 |  | 248477 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 248097 | 2973 | SH |  | SOLE |  | 0 | 0 | 2973 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 243609 | 785 | SH |  | SOLE |  | 0 | 0 | 785 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 237313 | 3470 | SH |  | SOLE |  | 0 | 0 | 3470 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 224660 | 931 | SH |  | SOLE |  | 0 | 0 | 931 |
| SPDR SER TR | AEROSPACE DEF | 78464A631 |  | 220964 | 821 | SH |  | SOLE |  | 0 | 0 | 821 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 |  | 220727 | 6915 | SH |  | SOLE |  | 0 | 0 | 6915 |
| BLACKROCK ETF TRUST II | INTERMEDIA MUNI | 092528207 |  | 219489 | 9115 | SH |  | SOLE |  | 0 | 0 | 9115 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 215993 | 2620 | SH |  | SOLE |  | 0 | 0 | 2620 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 211501 | 146 | SH |  | SOLE |  | 0 | 0 | 146 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 211094 | 3125 | SH |  | SOLE |  | 0 | 0 | 3125 |
| SOUTHERN CO | COM | 842587107 |  | 201816 | 2068 | SH |  | SOLE |  | 0 | 0 | 2068 |

---