# EDGAR Filing Document

**Accession Number:** 0002102688
**File Stem:** 0002102688-26-000001
**Filing Date:** 2026-1
**Character Count:** 11965
**Document Hash:** 728981bc4918546a86f3db6ce31a00a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002102688-26-000001.hdr.sgml**: 20260120

**ACCESSION NUMBER**: 0002102688-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260120

**DATE AS OF CHANGE**: 20260120

**EFFECTIVENESS DATE**: 20260120

**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:** 26542387

**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:** 12-31-2025

**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  01-20-2026<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:** 84

**Form 13F Information Table Value Total:** $116781267

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 993462 | 3174 | SH |  | SOLE |  | 0 | 0 | 3174 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 268927 | 857 | SH |  | SOLE |  | 0 | 0 | 857 |
| AMAZON COM INC | COM | 023135106 |  | 732161 | 3172 | SH |  | SOLE |  | 0 | 0 | 3172 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1685737 | 21887 | SH |  | SOLE |  | 0 | 0 | 21887 |
| AMGEN INC | COM | 031162100 |  | 253338 | 774 | SH |  | SOLE |  | 0 | 0 | 774 |
| APPLE INC | COM | 037833100 |  | 1327764 | 4884 | SH |  | SOLE |  | 0 | 0 | 4884 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 748949 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 |  | 4737403 | 77905 | SH |  | SOLE |  | 0 | 0 | 77905 |
| BLACKROCK ETF TRUST | I Shares | 09290C780 |  | 1730401 | 51964 | SH |  | SOLE |  | 0 | 0 | 51964 |
| BLACKROCK ETF TRUST | FUTURE US THEMES | 09290C806 |  | 1713568 | 44439 | SH |  | SOLE |  | 0 | 0 | 44439 |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 |  | 1959508 | 37133 | SH |  | SOLE |  | 0 | 0 | 37133 |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | 092528702 |  | 279781 | 8042 | SH |  | SOLE |  | 0 | 0 | 8042 |
| BLACKROCK ETF TRUST II | INTERMEDIA MUNI | 092528207 |  | 219125 | 9115 | SH |  | SOLE |  | 0 | 0 | 9115 |
| BLACKROCK ETF TRUST II | SHORT TERM CALIF | 092528884 |  | 213496 | 4231 | SH |  | SOLE |  | 0 | 0 | 4231 |
| BOEING CO | COM | 097023105 |  | 1552408 | 7150 | SH |  | SOLE |  | 0 | 0 | 7150 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 3159738 | 68363 | SH |  | SOLE |  | 0 | 0 | 68363 |
| BROADCOM INC | COM | 11135F101 |  | 556875 | 1609 | SH |  | SOLE |  | 0 | 0 | 1609 |
| CHEVRON CORP NEW | COM | 166764100 |  | 513622 | 3370 | SH |  | SOLE |  | 0 | 0 | 3370 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 208686 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 201329 | 2901 | SH |  | SOLE |  | 0 | 0 | 2901 |
| DISNEY WALT CO | COM | 254687106 |  | 283287 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| ELI LILLY  CO | COM | 532457108 |  | 524444 | 488 | SH |  | SOLE |  | 0 | 0 | 488 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 583769 | 4851 | SH |  | SOLE |  | 0 | 0 | 4851 |
| GE VERNOVA LLC | COM | 36828A101 |  | 219600 | 336 | SH |  | SOLE |  | 0 | 0 | 336 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 622221 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 615505 | 9500 | SH |  | SOLE |  | 0 | 0 | 9500 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 577313 | 1949 | SH |  | SOLE |  | 0 | 0 | 1949 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 |  | 2231925 | 92381 | SH |  | SOLE |  | 0 | 0 | 92381 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 1785147 | 14961 | SH |  | SOLE |  | 0 | 0 | 14961 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 3495860 | 58972 | SH |  | SOLE |  | 0 | 0 | 58972 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 574380 | 935 | SH |  | SOLE |  | 0 | 0 | 935 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2245014 | 33398 | SH |  | SOLE |  | 0 | 0 | 33398 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 1491381 | 12559 | SH |  | SOLE |  | 0 | 0 | 12559 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 226616 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 4653876 | 21945 | SH |  | SOLE |  | 0 | 0 | 21945 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 4078797 | 33091 | SH |  | SOLE |  | 0 | 0 | 33091 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 3944532 | 39296 | SH |  | SOLE |  | 0 | 0 | 39296 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 3226013 | 69317 | SH |  | SOLE |  | 0 | 0 | 69317 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 3213593 | 45002 | SH |  | SOLE |  | 0 | 0 | 45002 |
| ISHARES TR | MBS ETF | 464288588 |  | 2575987 | 27053 | SH |  | SOLE |  | 0 | 0 | 27053 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 2161380 | 44336 | SH |  | SOLE |  | 0 | 0 | 44336 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1983022 | 9984 | SH |  | SOLE |  | 0 | 0 | 9984 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1882215 | 2748 | SH |  | SOLE |  | 0 | 0 | 2748 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1641247 | 15323 | SH |  | SOLE |  | 0 | 0 | 15323 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1551660 | 31027 | SH |  | SOLE |  | 0 | 0 | 31027 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 851206 | 9040 | SH |  | SOLE |  | 0 | 0 | 9040 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 710932 | 7384 | SH |  | SOLE |  | 0 | 0 | 7384 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 558973 | 3752 | SH |  | SOLE |  | 0 | 0 | 3752 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 546151 | 4491 | SH |  | SOLE |  | 0 | 0 | 4491 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 496666 | 4509 | SH |  | SOLE |  | 0 | 0 | 4509 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 401763 | 17449 | SH |  | SOLE |  | 0 | 0 | 17449 |
| ISHARES TR | US FIXED INC BAL | 46435U796 |  | 385340 | 4293 | SH |  | SOLE |  | 0 | 0 | 4293 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 338342 | 2970 | SH |  | SOLE |  | 0 | 0 | 2970 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 338053 | 3325 | SH |  | SOLE |  | 0 | 0 | 3325 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 322803 | 4650 | SH |  | SOLE |  | 0 | 0 | 4650 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 250682 | 2545 | SH |  | SOLE |  | 0 | 0 | 2545 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 244663 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 242619 | 1719 | SH |  | SOLE |  | 0 | 0 | 1719 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 220047 | 1102 | SH |  | SOLE |  | 0 | 0 | 1102 |
| ISHARES TR | S 100 ETF | 464287101 |  | 215385 | 628 | SH |  | SOLE |  | 0 | 0 | 628 |
| ISHARES U S ETF TR | BLACKROCK SHORT | 46431W838 |  | 276005 | 5485 | SH |  | SOLE |  | 0 | 0 | 5485 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 246075 | 4299 | SH |  | SOLE |  | 0 | 0 | 4299 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 213632 | 663 | SH |  | SOLE |  | 0 | 0 | 663 |
| KLA CORP | COM NEW | 482480100 |  | 2685327 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| META PLATFORMS INC | CL A | 30303M102 |  | 343247 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| MICROSOFT CORP | COM | 594918104 |  | 1637537 | 3386 | SH |  | SOLE |  | 0 | 0 | 3386 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 1196301 | 2098 | SH |  | SOLE |  | 0 | 0 | 2098 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 958051 | 5137 | SH |  | SOLE |  | 0 | 0 | 5137 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 510757 | 3564 | SH |  | SOLE |  | 0 | 0 | 3564 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 243947 | 627 | SH |  | SOLE |  | 0 | 0 | 627 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 3995592 | 170971 | SH |  | SOLE |  | 0 | 0 | 170971 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED LOW VOL | 81589A403 |  | 1505969 | 46610 | SH |  | SOLE |  | 0 | 0 | 46610 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 276621 | 6187 | SH |  | SOLE |  | 0 | 0 | 6187 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 249068 | 1730 | SH |  | SOLE |  | 0 | 0 | 1730 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 |  | 221626 | 6915 | SH |  | SOLE |  | 0 | 0 | 6915 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4185430 | 10561 | SH |  | SOLE |  | 0 | 0 | 10561 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1824818 | 2676 | SH |  | SOLE |  | 0 | 0 | 2676 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 6565464 | 61532 | SH |  | SOLE |  | 0 | 0 | 61532 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 4567967 | 56943 | SH |  | SOLE |  | 0 | 0 | 56943 |
| TESLA INC | COM | 88160R101 |  | 518977 | 1154 | SH |  | SOLE |  | 0 | 0 | 1154 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 357464 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 224413 | 495 | SH |  | SOLE |  | 0 | 0 | 495 |
| WALMART INC | COM | 931142103 |  | 293788 | 2637 | SH |  | SOLE |  | 0 | 0 | 2637 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 8114504 | 95051 | SH |  | SOLE |  | 0 | 0 | 95051 |

---