COLTON GROOME FINANCIAL ADVISORS, LLC
Q3 2026 13F filing
Updated 30 days ago162 disclosed positions worth $426.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $77.9M | 101.7K | 18.25% | Added(+7.8%) |
| 2 | E ISHARES TR | $34.4M | 330.8K | 8.05% | Added(+6.1%) |
| 3 | E ISHARES TR | $26.6M | 280.9K | 6.22% | Added(+3.8%) |
| 4 | E ISHARES TR | $22.6M | 337.7K | 5.28% | Added(+7.1%) |
| 5 | E ISHARES TR | $14.1M | 280.5K | 3.31% | Added(+7.4%) |
| 6 | E ISHARES TR | $13.2M | 183.8K | 3.10% | Added(+6.8%) |
| 7 | A GOLDMAN SACHS PHYSICAL GOLD | $12.7M | 309.6K | 2.97% | Trimmed(-0.3%) |
| 8 | A APPLE INC | $12.1M | 36.4K | 2.84% | Added(+10.5%) |
| 9 | M MICROSOFT CORP | $9.2M | 17.9K | 2.15% | Trimmed(-0.0%) |
| 10 | S SELECT SECTOR SPDR TR | $8.4M | 76.8K | 1.96% | Added(+7.2%) |
| 11 | E ISHARES TR | $7.5M | 167.7K | 1.77% | Added(+5.7%) |
| 12 | S SELECT SECTOR SPDR TR | $7M | 35.9K | 1.65% | Trimmed(-5.3%) |
| 13 | S SELECT SECTOR SPDR TR | $6.6M | 59.4K | 1.54% | Added(+8.2%) |
| 14 | A BROADCOM INC | $6.4M | 18.2K | 1.50% | Added(+18.0%) |
| 15 | A SPDR SERIES TRUST | $5.8M | 109.0K | 1.35% | Added(+5.8%) |
| 16 | K KLA CORP | $5.6M | 28.7K | 1.31% | Added(+40.1%) |
| 17 | S SELECT SECTOR SPDR TR | $5.3M | 31.7K | 1.24% | Added(+3.7%) |
| 18 | S SPDR SERIES TRUST | $5.1M | 57.0K | 1.20% | Added(+1.5%) |
| 19 | S SPDR INDEX SHS FDS | $5M | 100.1K | 1.18% | Trimmed(-0.7%) |
| 20 | T TAIWAN SEMICONDUCTOR MANUFAC | $5M | 10.9K | 1.16% | Added(+98.6%) |
| 21 | S SELECT SECTOR SPDR TR | $4.4M | 25.9K | 1.02% | Added(+3.3%) |
| 22 | S SPDR SERIES TRUST | $4.2M | 34.5K | 0.99% | Trimmed(-3.3%) |
| 23 | E ISHARES INC | $4.2M | 71.6K | 0.98% | Added(+5.5%) |
| 24 | ? N/A ISHARES TR | $4.1M | 189.2K | 0.97% | Added(+3.0%) |
| 25 | G ALPHABET INC | $4.1M | 11.9K | 0.96% | Added(+4.4%) |
| 26 | E ISHARES TR | $3.8M | 41.9K | 0.89% | Added(+3.2%) |
| 27 | E ISHARES TR | $3.7M | 38.3K | 0.87% | Added(+16.6%) |
| 28 | S SELECT SECTOR SPDR TR | $3.5M | 65.7K | 0.82% | Added(+2.4%) |
| 29 | S SPDR INDEX SHS FDS | $3.2M | 62.4K | 0.76% | Trimmed(-3.0%) |
| 30 | V VISA INC | $3.1M | 8.7K | 0.74% | Trimmed(-2.4%) |
| 31 | E ISHARES TR | $3.1M | 30.2K | 0.72% | Added(+0.6%) |
| 32 | Q INVESCO QQQ TR | $2.9M | 3.9K | 0.67% | Trimmed(-0.8%) |
| 33 | V VANGUARD INDEX FDS | $2.8M | 7.4K | 0.65% | Unchanged |
| 34 | S SELECT SECTOR SPDR TR | $2.7M | 44.3K | 0.64% | Added(+7.0%) |
| 35 | S SPDR SERIES TRUST | $2.2M | 36.6K | 0.52% | Trimmed(-2.0%) |
| 36 | J JPMORGAN CHASE & CO | $2.2M | 6.6K | 0.51% | Trimmed(-3.5%) |
| 37 | A ABBVIE INC | $2.2M | 8.3K | 0.51% | Added(+50.3%) |
| 38 | M MERCK & CO INC | $2M | 13.9K | 0.47% | Trimmed(-27.4%) |
| 39 | A SELECT SECTOR SPDR TR | $2M | 24.2K | 0.46% | Trimmed(-3.0%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $1.9M | 3.9K | 0.46% | Added(+0.1%) |
| 41 | A AMAZON COM INC | $1.9M | 7.6K | 0.45% | Added(+15.7%) |
| 42 | J JOHNSON & JOHNSON | $1.9M | 7.1K | 0.44% | Added(+219.1%) |
| 43 | S SPDR INDEX SHS FDS | $1.9M | 27.9K | 0.44% | Trimmed(-39.4%) |
| 44 | S SELECT SECTOR SPDR TR | $1.8M | 46.5K | 0.43% | Trimmed(-3.1%) |
| 45 | E ISHARES TR | $1.8M | 4.4K | 0.42% | Trimmed(-1.1%) |
| 46 | S SPDR SERIES TRUST | $1.8M | 19.5K | 0.42% | Trimmed(-9.4%) |
| 47 | E EATON CORP PLC | $1.8M | 4.1K | 0.41% | Added(+0.9%) |
| 48 | E ISHARES TR | $1.7M | 7.8K | 0.41% | Trimmed(-3.2%) |
| 49 | W WALMART INC | $1.7M | 16.6K | 0.40% | Added(+1.4%) |
| 50 | B BLACKROCK INC | $1.6M | 1.5K | 0.38% | Added(+1.6%) |