Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Compton Wealth Advisory Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Compton Wealth Advisory Group, LLC (CIK 1761044) reported $495.4M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEU ($60.5M, 12.22%), IWY ($33.8M, 6.82%), VIG ($29.1M, 5.88%), IWX ($25.3M, 5.12%), VTV ($25.2M, 5.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEUVANGUARD INTL EQUITY INDEX F$60.5M12.22%731,842Trimmed
2IWYISHARES TR$33.8M6.82%117,409Trimmed
3VIGVANGUARD SPECIALIZED FUNDS$29.1M5.88%123,176Trimmed
4IWXISHARES TR$25.3M5.12%239,223Trimmed
5VTVVANGUARD INDEX FDS$25.2M5.08%115,854Trimmed
6VBVANGUARD INDEX FDS$23.5M4.73%77,776Trimmed
7RSPINVESCO EXCHANGE TRADED FD T$20.7M4.17%96,831Trimmed
8AAPLAPPLE INC$18.5M3.73%62,798Trimmed
9VOEVANGUARD INDEX FDS$17.4M3.50%87,530Trimmed
10VCRBVANGUARD MALVERN FDS$15.8M3.19%205,822Added
11GOOGLALPHABET INC$15.4M3.11%42,659Trimmed
12VOTVANGUARD INDEX FDS$14.1M2.86%46,550Added
13VEAVANGUARD TAX-MANAGED FDS$12.1M2.45%172,662Hold
14AVGOBROADCOM INC$11.9M2.40%32,165Trimmed
15VGSHVANGUARD SCOTTSDALE FDS$9.9M2.00%171,165Added
16AMZNAMAZON COM INC$9.3M1.89%38,639Trimmed
17JPMJPMORGAN CHASE & CO$9.3M1.88%27,851Trimmed
18MSFTMICROSOFT CORP$8.9M1.79%23,119Trimmed
19AKREPROFESIONALLY MANAGED PORTFO$8.3M1.67%152,654Hold
20IVWISHARES TR$7.5M1.52%55,056Trimmed
21CATCATERPILLAR INC$6.9M1.39%6,930Trimmed
22VUGVANGUARD INDEX FDS$6.7M1.36%78,136Added
23VWOVANGUARD INTL EQUITY INDEX F$6.5M1.31%109,312Trimmed
24BRK/BBERKSHIRE HATHAWAY INC DEL$6.2M1.24%12,307Added
25DLTRDOLLAR TREE INC$4.0M0.82%33,413Hold

Source: SEC Form 13F filings · as of 2026-06-30