13F Insight
DOSSIER · 13F-HR · Q2 2026

COLTON GROOME FINANCIAL ADVISORS, LLC

$414M in tracked AUM across 164 positions as of Q2 2026.

CG
CIK 0001780330 · last filed Jun 30, 2026
Total AUM
$414M
as of Q2 2026
Holdings
164
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

COLTON GROOME FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$71M94K17.1%02
EFA
ISHARES TR
$32M312K7.8%03
AGG
ISHARES TR
$27M271K6.5%04
EEM
ISHARES TR
$22M315K5.2%05
IGIB
ISHARES TR
$14M261K3.4%06
IJH
ISHARES TR
$13M172K3.2%07
AAAU
GOLDMAN SACHS PHYSICAL GOLD
$12M311K3.0%08
AAPL
APPLE INC
$10M33K2.3%09
XLY
SELECT SECTOR SPDR TR
$8M72K2.0%10
QLTA
ISHARES TR
$8M159K1.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$200M▼ 6.4%
108 positionsLocked
Showing 12 of 29