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COLTON GROOME FINANCIAL ADVISORS, LLC

Q2 2026 13F filing

Updated 51 days ago

164 disclosed positions worth $413.6M

Portfolio value
$413.6M
Total holdings
164
New positions
31
Closed positions
4
Increased
83
Decreased
30
Turnover
21.3%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+1.2%
Value
$70.7M
Shares
94.4K
% Port
17.10%
E

ISHARES TR

+6.6%
Value
$32.4M
Shares
311.8K
% Port
7.83%
E

ISHARES TR

+1.2%
Value
$26.8M
Shares
270.5K
% Port
6.47%
E

ISHARES TR

+3.6%
Value
$21.6M
Shares
315.4K
% Port
5.22%
?
5.N/A

ISHARES TR

+6.1%
Value
$13.9M
Shares
261.2K
% Port
3.36%
E

ISHARES TR

+3.6%
Value
$13.3M
Shares
172.1K
% Port
3.21%
A

GOLDMAN SACHS PHYSICAL GOLD

+1.1%
Value
$12.3M
Shares
310.6K
% Port
2.97%
A

APPLE INC

+13.5%
Value
$9.5M
Shares
32.9K
% Port
2.30%
S

SELECT SECTOR SPDR TR

+3.1%
Value
$8.4M
Shares
71.7K
% Port
2.03%
?
10.N/A

ISHARES TR

+0.6%
Value
$7.5M
Shares
158.7K
% Port
1.82%
S

SELECT SECTOR SPDR TR

+15.0%
Value
$7.2M
Shares
37.9K
% Port
1.75%
M
12.MSFT

MICROSOFT CORP

+4.5%
Value
$6.7M
Shares
17.9K
% Port
1.61%
K
13.KLAC

KLA CORP

+888.6%
Value
$6.2M
Shares
20.5K
% Port
1.50%
A
14.ARCC

SPDR SERIES TRUST

+7.0%
Value
$5.9M
Shares
103.0K
% Port
1.44%
S

SELECT SECTOR SPDR TR

+8.0%
Value
$5.9M
Shares
54.9K
% Port
1.42%
A
16.AVGO

BROADCOM INC

+5.2%
Value
$5.8M
Shares
15.5K
% Port
1.41%
S

SELECT SECTOR SPDR TR

+5.3%
Value
$5.7M
Shares
30.5K
% Port
1.37%
S

SPDR INDEX SHS FDS

+10.1%
Value
$5.1M
Shares
100.8K
% Port
1.23%
S

SPDR SERIES TRUST

+4.1%
Value
$4.9M
Shares
56.1K
% Port
1.19%
S

SPDR SERIES TRUST

-3.3%
Value
$4.2M
Shares
35.7K
% Port
1.03%
?
21.N/A

ISHARES TR

-13.4%
Value
$4.1M
Shares
183.6K
% Port
0.98%
G

ALPHABET INC

+0.5%
Value
$4.1M
Shares
11.4K
% Port
0.98%
S

SELECT SECTOR SPDR TR

+3.1%
Value
$4M
Shares
25.0K
% Port
0.96%
E
24.ETHA

ISHARES TR

+0.9%
Value
$3.9M
Shares
40.6K
% Port
0.95%
E
25.ETHA

ISHARES INC

+5.8%
Value
$3.9M
Shares
67.8K
% Port
0.95%
S

SELECT SECTOR SPDR TR

-6.9%
Value
$3.4M
Shares
64.1K
% Port
0.83%
S

SPDR INDEX SHS FDS

-5.5%
Value
$3.3M
Shares
64.3K
% Port
0.81%
E
28.ETHA

ISHARES TR

+69.5%
Value
$3.2M
Shares
30.0K
% Port
0.78%
E
29.ETHA

ISHARES TR

+4.6%
Value
$3.2M
Shares
32.9K
% Port
0.77%
S

SPDR INDEX SHS FDS

-0.3%
Value
$3.2M
Shares
46.0K
% Port
0.76%
V
31.V

VISA INC

-1.6%
Value
$3.1M
Shares
9.0K
% Port
0.74%
Q
32.QQQ

INVESCO QQQ TR

+2.9%
Value
$2.9M
Shares
3.9K
% Port
0.69%
V
33.VGES

VANGUARD INDEX FDS

+74.5%
Value
$2.8M
Shares
7.4K
% Port
0.67%
T

TAIWAN SEMICONDUCTOR MANUFAC

+9.1%
Value
$2.6M
Shares
5.5K
% Port
0.63%
M
35.MRK

MERCK & CO INC

+33.5%
Value
$2.5M
Shares
19.1K
% Port
0.59%
S

SPDR SERIES TRUST

-6.7%
Value
$2.3M
Shares
37.4K
% Port
0.55%
J

JPMORGAN CHASE & CO

+8.2%
Value
$2.2M
Shares
6.9K
% Port
0.54%
S

SELECT SECTOR SPDR TR

+8.3%
Value
$2.2M
Shares
41.4K
% Port
0.53%
S

SELECT SECTOR SPDR TR

+2.5%
Value
$2.2M
Shares
48.0K
% Port
0.53%
A
40.AAPL

SELECT SECTOR SPDR TR

-1.7%
Value
$2.1M
Shares
25.0K
% Port
0.50%
B

BERKSHIRE HATHAWAY INC DEL

+92.3%
Value
$2M
Shares
3.9K
% Port
0.47%
S

SPDR SERIES TRUST

+3.8%
Value
$2M
Shares
21.5K
% Port
0.47%
W
43.WMT

WALMART INC

+0.8%
Value
$1.9M
Shares
16.3K
% Port
0.45%
E
44.ETHA

ISHARES TR

Value
$1.8M
Shares
4.4K
% Port
0.44%
E
45.ETHA

ISHARES TR

+3.7%
Value
$1.8M
Shares
8.1K
% Port
0.43%
E
46.ETN

EATON CORP PLC

+6.5%
Value
$1.7M
Shares
4.0K
% Port
0.42%
N
47.NXPI

NXP SEMICONDUCTORS N V

-2.9%
Value
$1.6M
Shares
5.8K
% Port
0.40%
A
48.AMGN

AMGEN INC

-26.4%
Value
$1.6M
Shares
4.5K
% Port
0.39%
P
49.PNC

PNC FINL SVCS GROUP INC

+0.7%
Value
$1.6M
Shares
6.5K
% Port
0.39%
A
50.AMZN

AMAZON COM INC

+2.2%
Value
$1.6M
Shares
6.6K
% Port
0.38%