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 $413.6M across 164 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($70.7M, 17.10%), EFA ($32.4M, 7.83%), AGG ($26.8M, 6.47%), EEM ($21.6M, 5.22%), IGIB ($13.9M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $70.7M | 17.10% | 94,430 | Added |
| 2 | EFA | ISHARES TR | $32.4M | 7.83% | 311,828 | Added |
| 3 | AGG | ISHARES TR | $26.8M | 6.47% | 270,541 | Added |
| 4 | EEM | ISHARES TR | $21.6M | 5.22% | 315,410 | Added |
| 5 | IGIB | ISHARES TR | $13.9M | 3.36% | 261,214 | Added |
| 6 | IJH | ISHARES TR | $13.3M | 3.21% | 172,145 | Added |
| 7 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $12.3M | 2.97% | 310,579 | Added |
| 8 | AAPL | APPLE INC | $9.5M | 2.30% | 32,923 | Added |
| 9 | XLY | SELECT SECTOR SPDR TR | $8.4M | 2.03% | 71,701 | Added |
| 10 | QLTA | ISHARES TR | $7.5M | 1.82% | 158,695 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $7.2M | 1.75% | 37,887 | Added |
| 12 | MSFT | MICROSOFT CORP | $6.7M | 1.61% | 17,896 | Added |
| 13 | KLAC | KLA CORP | $6.2M | 1.50% | 20,503 | Added |
| 14 | SPSM | SPDR SERIES TRUST | $5.9M | 1.44% | 103,019 | Added |
| 15 | XLC | SELECT SECTOR SPDR TR | $5.9M | 1.42% | 54,915 | Added |
| 16 | AVGO | BROADCOM INC | $5.8M | 1.41% | 15,458 | Added |
| 17 | XLI | SELECT SECTOR SPDR TR | $5.7M | 1.37% | 30,524 | Added |
| 18 | SPDW | SPDR INDEX SHS FDS | $5.1M | 1.23% | 100,769 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $4.9M | 1.19% | 56,097 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $4.2M | 1.03% | 35,659 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $4.1M | 0.98% | 11,366 | Added |
| 22 | IBTI | ISHARES TR | $4.1M | 0.98% | 183,617 | Trimmed |
| 23 | XLV | SELECT SECTOR SPDR TR | $4.0M | 0.96% | 25,041 | Added |
| 24 | EWC | ISHARES INC | $3.9M | 0.95% | 67,836 | Added |
| 25 | EMB | ISHARES TR | $3.9M | 0.95% | 40,555 | Added |
Source: SEC Form 13F filings · as of 2026-06-30