account_balance

Investment manager · 13F filer · SEC CIK 1780330

Colton Groome Financial Advisors, LLC

Reported value$427Mas of Sep 30, 2026

Positions162 10 new, 12 sold out

Top 10 weight54.1%IVV alone is 18%

FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

18.3%Added +8%

EFAiShares Tr

8.1%Added +6%

AGGiShares Tr

6.2%Added +4%

EEMiShares Tr

5.3%Added +7%

IGIBiShares Tr

3.3%Added +7%

IJHiShares Tr

3.1%Added +7%

AAAUGoldman Sachs Physical Gold ETF

3.0%

AAPLApple Inc.

2.8%Added +10%

MSFTMicrosoft Corp

2.1%

XLYSelect Sector SPDR Tr

2.0%

QLTAiShares Tr

1.8%+6%

XLKSelect Sector SPDR Tr

1.6%−5%

IVViShares Tr

18.3%Added +8%

EFAiShares Tr

8.1%

AGGiShares Tr

6.2%+4%

EEMiShares Tr

5.3%+7%

IGIB3.3%

IJH3.1%

AAAUGoldman Sachs Physical Gold ETF

3.0%

AAPL2.8%MSFT

XLY

QLTA

XLK

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 18.3% Added +8%

EFA iShares Tr 8.1% Added +6%

AGG iShares Tr 6.2% Added +4%

EEM iShares Tr 5.3% Added +7%

IGIB iShares Tr 3.3% Added +7%

IJH iShares Tr 3.1% Added +7%

AAAU Goldman Sachs Physical Gold ETF 3.0% Held AAPL Apple Inc. 2.8% Added +10%MSFT Microsoft Corp 2.1% Held

XLY Select Sector SPDR Tr 2.0% Added +7%

QLTA iShares Tr 1.8% Added +6%

XLK Select Sector SPDR Tr 1.6% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 22, 2026 filing

add_circleNew

AIA $1.05M
IAU $422K
SPCX $315K
IWR $277K

arrow_upwardAdded

XLRE +255%
JNJ +219%
TSM +99%
ABBV +50%

arrow_downwardTrimmed

FEZ −39%
MRK −27%
SPTM −9%
XLK −5%

remove_circleSold out

NXPI $1.64M
QCOM $1.46M
AMT $1M
IWY $968K

Colton Groome Financial Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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