COLTON GROOME FINANCIAL ADVISORS, LLC
CIK 1780330
13F filing for Q2 2026・No. 4,394
- Holdings
- US$413.63M
- Quarter change
- +US$62.39M
- Entries
- 164
- Net bought (estimate)
- +US$28.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 4
- Cut 33
- Added 79
- Corporate actions 0
- Unchanged 21
Largest holdings
164 stocks worth US$413.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 94,430 | US$70.72M | 17.10% |
| EFAISHARES TRMSCI EAFE ETF | Added | 311,828 | US$32.39M | 7.83% |
| ISHARES TRCORE US AGGBD ET | Added | 270,541 | US$26.78M | 6.47% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 315,410 | US$21.58M | 5.22% |
| ISHARES TRISHS 5-10YR INVT | Added | 261,214 | US$13.89M | 3.36% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 172,145 | US$13.27M | 3.21% |
| GOLDMAN SACHS PHYSICAL GOLDUNIT | Added | 310,579 | US$12.29M | 2.97% |
| AAPLAppleCOM | Added | 32,923 | US$9.53M | 2.30% |
| SELECT SECTOR SPDR TRST STR DISCR ETF | Added | 71,701 | US$8.41M | 2.03% |
| ISHARES TRA RATE CP BD ETF | Added | 158,695 | US$7.54M | 1.82% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.