Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COLTON GROOME FINANCIAL ADVISORS, LLC (CIK 1780330) reported $351.2M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($61.0M, 17.36%), EFA ($28.4M, 8.09%), AGG ($26.5M, 7.56%), EEM ($17.3M, 4.92%), AAAU ($14.2M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $61.0M | 17.36% | 93,326 | Added |
| 2 | EFA | ISHARES TR | $28.4M | 8.09% | 292,556 | Added |
| 3 | AGG | ISHARES TR | $26.5M | 7.56% | 267,352 | Added |
| 4 | EEM | ISHARES TR | $17.3M | 4.92% | 304,413 | Added |
| 5 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $14.2M | 4.04% | 307,361 | Added |
| 6 | IGIB | ISHARES TR | $13.1M | 3.73% | 246,092 | Added |
| 7 | IJH | ISHARES TR | $11.2M | 3.20% | 166,219 | Added |
| 8 | XLY | SELECT SECTOR SPDR TR | $7.6M | 2.16% | 69,567 | Added |
| 9 | QLTA | ISHARES TR | $7.5M | 2.14% | 157,783 | Added |
| 10 | AAPL | APPLE INC | $7.4M | 2.10% | 29,005 | Added |
| 11 | MSFT | MICROSOFT CORP | $6.3M | 1.80% | 17,119 | Added |
| 12 | XLC | SELECT SECTOR SPDR TR | $5.6M | 1.61% | 50,858 | Added |
| 13 | IBTI | ISHARES TR | $4.7M | 1.35% | 212,112 | Trimmed |
| 14 | XLI | SELECT SECTOR SPDR TR | $4.7M | 1.34% | 28,995 | Trimmed |
| 15 | SPSM | SPDR SERIES TRUST | $4.7M | 1.33% | 96,319 | Added |
| 16 | AVGO | BROADCOM INC | $4.5M | 1.29% | 14,690 | Trimmed |
| 17 | XLK | SELECT SECTOR SPDR TR | $4.4M | 1.25% | 32,950 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $4.2M | 1.19% | 91,569 | Trimmed |
| 19 | SPLG | SPDR SERIES TRUST | $4.1M | 1.17% | 53,887 | Added |
| 20 | EMB | ISHARES TR | $3.8M | 1.08% | 40,202 | Added |
| 21 | SPYG | SPDR SERIES TRUST | $3.6M | 1.03% | 36,874 | Trimmed |
| 22 | XLV | SELECT SECTOR SPDR TR | $3.6M | 1.01% | 24,287 | Trimmed |
| 23 | EWC | ISHARES INC | $3.5M | 1.00% | 64,090 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $3.4M | 0.97% | 68,901 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $3.3M | 0.93% | 11,305 | Added |
Source: SEC Form 13F filings · as of 2026-03-31