Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Colton Groome Financial Advisors

Latest statistics and disclosures from Colton Groome Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, EFA, AGG, EEM, AAAU, and represent 41.97% of Colton Groome Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, TSM, EFA, IVV, NXPI, XLY, AAAU, IGIB, MSFT, IJH.
Started 8 new stock positions in NXPI, MCD, CVX, SO, TSM, ACN, IGLB, COST.
Reduced shares in these 10 stocks: XLK, KLAC, EBAY, AVGO, AFL, IBTI, BALL, IGV, , SPAB.
Sold out of its positions in BALL, EBAY, IGV, IWM, GOVT, EWJ, SCHV, TFC.
Colton Groome Financial Advisors was a net buyer of stock by $8.5M.
Colton Groome Financial Advisors has $351M in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0001780330

Tip: Access up to 7 years of quarterly data

Positions held by Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.4	$61M	+2%	93k	653.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	8.1	$28M	+5%	293k	97.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.6	$27M	+8%	267k	99.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	4.9	$17M	+3%	304k	56.79	View chart
Goldman Sachs Physical Gold Unit (AAAU)	4.0	$14M	+8%	307k	46.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.7	$13M	+8%	246k	53.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$11M	+5%	166k	67.53	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.2	$7.6M	+17%	70k	108.98	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	2.1	$7.5M		158k	47.59	View chart
Apple (AAPL)	2.1	$7.4M		29k	253.79	View chart
Microsoft Corporation (MSFT)	1.8	$6.3M	+12%	17k	370.17	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.6	$5.6M	+4%	51k	110.86	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	1.3	$4.7M	-9%	212k	22.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.3	$4.7M		29k	161.73	View chart
Spdr Series Trust State Street Spd (SPSM)	1.3	$4.7M	+7%	96k	48.32	View chart
Broadcom (AVGO)	1.3	$4.5M	-15%	15k	309.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$4.4M	-20%	33k	132.90	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.2	$4.2M	-4%	92k	45.65	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$4.1M	+2%	54k	76.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.1	$3.8M	+9%	40k	93.93	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$3.6M		37k	97.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.0	$3.6M	-6%	24k	146.61	View chart
Ishares Msci Cda Etf (EWC)	1.0	$3.5M	+3%	64k	54.79	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$3.4M	-2%	69k	49.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.3M	+2%	11k	287.56	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$3.2M		68k	46.91	View chart
Kla Corp Com New (KLAC)	0.9	$3.1M	-23%	2.1k	1472.41	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.8	$2.9M	+8%	46k	62.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.8M		31k	90.53	View chart
Visa Com Cl A (V)	0.8	$2.8M	+3%	9.1k	302.24	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.7	$2.3M		38k	61.26	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$2.3M	-6%	40k	56.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.2M	-2%	3.8k	577.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$2.2M	+3%	47k	45.89	View chart
Amgen (AMGN)	0.6	$2.1M	+9%	6.1k	351.85	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.6	$2.1M	-3%	25k	81.98	View chart
Wal-Mart Stores (WMT)	0.6	$2.0M		16k	124.28	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.9M	+17%	18k	106.15	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.9M	+2%	6.3k	294.17	View chart
Merck & Co (MRK)	0.5	$1.7M		14k	120.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$1.7M	NEW	5.0k	337.95	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$1.6M	-6%	21k	79.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.6M		15k	106.50	View chart
Medtronic SHS (MDT)	0.4	$1.6M	+6%	18k	86.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.5M	-14%	7.8k	191.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.4M	-13%	4.3k	320.81	View chart
Eaton Corp SHS (ETN)	0.4	$1.4M	+4%	3.8k	357.67	View chart
Amazon (AMZN)	0.4	$1.3M		6.5k	208.27	View chart
PNC Financial Services (PNC)	0.4	$1.3M	+4%	6.4k	208.10	View chart
Blackrock (BLK)	0.4	$1.3M	+3%	1.3k	961.72	View chart
Nxp Semiconductors N V (NXPI)	0.3	$1.2M	NEW	6.0k	196.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.2M	-5%	18k	64.08	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.1M		16k	69.75	View chart
Qualcomm (QCOM)	0.3	$1.1M	+25%	8.6k	128.78	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.1M	+3%	11k	93.98	View chart
American Tower Reit (AMT)	0.3	$1.0M	+15%	6.1k	172.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$973k	-4%	2.0k	479.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$933k		7.5k	124.31	View chart
Pepsi (PEP)	0.3	$909k	+4%	5.9k	155.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$889k	-8%	2.1k	430.29	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$878k	+146%	18k	49.97	View chart
Emerson Electric (EMR)	0.2	$863k	+16%	6.6k	131.02	View chart
TJX Companies (TJX)	0.2	$843k		5.3k	159.70	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$827k	-7%	5.7k	144.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$784k	-6%	2.7k	286.86	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$760k	-5%	9.1k	83.57	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$749k		2.0k	367.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$680k	+31%	14k	49.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$676k	+5%	27k	24.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$649k	-7%	9.5k	68.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$645k		1.3k	499.66	View chart
Exxon Mobil Corporation (XOM)	0.2	$638k		3.8k	169.66	View chart
AFLAC Incorporated (AFL)	0.2	$638k	-45%	5.8k	109.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$621k	-9%	5.5k	113.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$617k		12k	51.23	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$602k	+3%	12k	50.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$589k		1.3k	436.79	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$561k		9.5k	59.22	View chart
Lowe's Companies (LOW)	0.2	$547k	-4%	2.3k	236.28	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$533k	-11%	5.6k	94.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$509k		20k	25.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$507k	-14%	848.00	597.71	View chart
Oracle Corporation (ORCL)	0.1	$470k	-13%	3.2k	147.11	View chart
Coca-Cola Company (KO)	0.1	$465k		6.1k	76.05	View chart
Air Products & Chemicals (APD)	0.1	$459k	+12%	1.6k	290.49	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$451k	-38%	18k	25.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$435k	-18%	15k	29.13	View chart
Johnson & Johnson (JNJ)	0.1	$432k		1.8k	244.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$430k	NEW	2.2k	198.29	View chart
NVIDIA Corporation (NVDA)	0.1	$427k	-5%	2.4k	174.40	View chart
Vanguard World Energy Etf (VDE)	0.1	$421k		2.4k	173.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$421k		7.8k	54.05	View chart
Southern First Bancshares (SFST)	0.1	$418k		7.7k	54.50	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$409k		217.00	1884.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$396k		1.8k	215.06	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$384k		15k	26.20	View chart
Meta Platforms Cl A (META)	0.1	$370k	-2%	647.00	572.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$362k		3.9k	92.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$347k	-4%	1.8k	191.92	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$343k		3.3k	104.17	View chart
Ross Stores (ROST)	0.1	$336k		1.6k	216.63	View chart
Pfizer (PFE)	0.1	$333k		12k	28.08	View chart
Cisco Systems (CSCO)	0.1	$331k		4.3k	77.59	View chart
Home Depot (HD)	0.1	$321k		975.00	328.89	View chart
Stryker Corporation (SYK)	0.1	$320k	-2%	973.00	328.59	View chart
Clean Harbors (CLH)	0.1	$315k		1.1k	286.73	View chart
Cummins (CMI)	0.1	$312k		580.00	538.02	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$306k	-10%	7.5k	40.83	View chart
McDonald's Corporation (MCD)	0.1	$299k	NEW	962.00	310.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$295k	-11%	1.4k	211.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$291k	-27%	417.00	697.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$285k		438.00	650.34	View chart
Procter & Gamble Company (PG)	0.1	$280k	-2%	1.9k	144.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$276k	-4%	1.4k	196.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$271k		1.9k	142.43	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$268k		5.6k	47.55	View chart
Spdr Index Shs Fds State Street Spd (EFAX)	0.1	$267k	+5%	5.4k	49.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$266k		3.5k	75.10	View chart
Abbvie (ABBV)	0.1	$261k		1.2k	217.49	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$261k	+3%	5.8k	45.34	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$255k	NEW	5.1k	49.63	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$245k	-18%	6.2k	39.73	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$244k		6.3k	38.67	View chart
International Business Machines (IBM)	0.1	$242k	-2%	1.0k	242.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$242k		8.3k	29.08	View chart
Arch Cap Group Ord (ACGL)	0.1	$238k		2.5k	95.99	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$238k		2.9k	82.43	View chart
Park National Corporation (PRK)	0.1	$225k		1.4k	163.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$223k	+7%	4.6k	48.05	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$217k		1.0k	208.05	View chart
Southern Company (SO)	0.1	$215k	NEW	2.2k	96.52	View chart
Chevron Corporation (CVX)	0.1	$212k	NEW	1.0k	206.90	View chart
SYSCO Corporation (SYY)	0.1	$205k	-12%	2.9k	71.33	View chart
American Express Company (AXP)	0.1	$204k		674.00	302.48	View chart
Costco Wholesale Corporation (COST)	0.1	$201k	NEW	201.00	998.02	View chart
Golub Capital BDC (GBDC)	0.0	$153k	+6%	12k	12.66	View chart

Past Filings by Colton Groome Financial Advisors

SEC 13F filings are viewable for Colton Groome Financial Advisors going back to 2019

Colton Groome Financial Advisors 2026 Q1 filed April 30, 2026
Colton Groome Financial Advisors 2025 Q4 filed Feb. 10, 2026
Colton Groome Financial Advisors 2025 Q3 filed Oct. 30, 2025
Colton Groome Financial Advisors 2025 Q2 filed July 16, 2025
Colton Groome Financial Advisors 2024 Q4 filed Jan. 23, 2025
Colton Groome Financial Advisors 2024 Q3 filed Oct. 24, 2024
Colton Groome Financial Advisors 2024 Q2 filed July 24, 2024
Colton Groome Financial Advisors 2024 Q1 filed April 18, 2024
Colton Groome Financial Advisors 2023 Q4 filed Jan. 31, 2024
Colton Groome Financial Advisors 2023 Q3 filed Oct. 23, 2023
Colton Groome Financial Advisors 2023 Q2 filed July 27, 2023
Colton Groome Financial Advisors 2023 Q1 filed April 17, 2023
Colton Groome Financial Advisors 2022 Q4 filed Jan. 25, 2023
Colton Groome Financial Advisors 2022 Q3 filed Oct. 20, 2022
Colton Groome Financial Advisors 2022 Q2 filed July 26, 2022
Colton Groome Financial Advisors 2022 Q1 filed April 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z