13F Insight
DOSSIER · 13F-HR · Q3 2026

COLTON GROOME FINANCIAL ADVISORS, LLC

$427M in tracked AUM across 162 positions as of Q3 2026.

CG
CIK 0001780330 · last filed Sep 30, 2026
Total AUM
$427M
as of Q3 2026
Holdings
162
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

COLTON GROOME FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$78M102K18.3%02
EFA
ISHARES TR
$34M331K8.1%03
AGG
ISHARES TR
$27M281K6.2%04
EEM
ISHARES TR
$23M338K5.3%05
IGIB
ISHARES TR
$14M280K3.3%06
IJH
ISHARES TR
$13M184K3.1%07
AAAU
GOLDMAN SACHS PHYSICAL GOLD
$13M310K3.0%08
AAPL
APPLE INC
$12M36K2.8%09
MSFT
MICROSOFT CORP
$9M18K2.1%10
XLY
SELECT SECTOR SPDR TR
$8M77K2.0%

Filing history

2026Q3Sep 30
$427M▲ 3.2%
162 positionsView →2026Q2Jun 30
$414M▲ 17.8%
164 positionsView →2026Q1Mar 31
$351M▲ 0.7%
137 positionsView →2025Q4Dec 31
$349M▲ 7.0%
137 positionsView →2025Q3Sep 30
$326M▲ 10.4%
137 positionsLocked2025Q2Jun 30
$295M▲ 14.5%
135 positionsLocked2025Q1Mar 31
$258M▼ 1.5%
123 positionsLocked2024Q4Dec 31
$262M▼ 2.1%
119 positionsLocked2024Q3Sep 30
$267M▲ 5.4%
126 positionsLocked2024Q2Jun 30
$254M▲ 2.0%
123 positionsLocked2024Q1Mar 31
$249M▲ 8.6%
118 positionsLocked2023Q4Dec 31
$229M▲ 14.8%
122 positionsLocked
Showing 12 of 30