§ 13F · FUND PROFILE
COLTON GROOME FINANCIAL ADVISORS, LLC.
AUM · $414M (13F)Positions · 164Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 94K | $71M | 17.1% | +1% |
| 2 | EFA | ISHARES TR | 312K | $32M | 7.8% | +7% |
| 3 | AGG | ISHARES TR | 271K | $27M | 6.5% | +1% |
| 4 | EEM | ISHARES TR | 315K | $22M | 5.2% | +4% |
| 5 | IGIB | ISHARES TR | 261K | $14M | 3.4% | +6% |
| 6 | IJH | ISHARES TR | 172K | $13M | 3.2% | +4% |
| 7 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 311K | $12M | 3.0% | +1% |
| 8 | AAPL | APPLE INC | 33K | $10M | 2.3% | +14% |
| 9 | XLY | SELECT SECTOR SPDR TR | 72K | $8M | 2.0% | +3% |
| 10 | QLTA | ISHARES TR | 159K | $8M | 1.8% | +1% |
§ 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 $414 million in assets. The fund runs a portfolio of 164 positions.
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