§ 13F · FUND PROFILE
COLTON GROOME FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295.1T (13F)Positions · 135Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 91K | $62.6T | 17.9% | +6% |
| 2 | EFA | ISHARES TR | 278K | $26.7T | 7.7% | +8% |
| 3 | AGG | ISHARES TR | 246K | $24.5T | 7.0% | +11% |
| 4 | EEM | ISHARES TR | 294K | $16.1T | 4.6% | +7% |
| 5 | IGIB | ISHARES TR | 227K | $12.2T | 3.5% | +11% |
| 6 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 283K | $12.0T | 3.5% | +2% |
| 7 | IJH | ISHARES TR | 157K | $10.4T | 3.0% | +7% |
| 8 | AAPL | APPLE INC | 29K | $7.8T | 2.2% | +5% |
| 9 | QLTA | ISHARES TR | 158K | $7.6T | 2.2% | +6% |
| 10 | MSFT | MICROSOFT CORP | 15K | $7.3T | 2.1% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLTON SIGNAL
AC read
COLTON GROOME FINANCIAL ADVISORS, LLC is a Other fund managing $295131.8 trillion in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed