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.
Compton Wealth Advisory Group, LLC (CIK 1761044) reported $449.0M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEU ($56.7M, 12.64%), IWY ($29.8M, 6.64%), VIG ($26.7M, 5.94%), VTV ($23.1M, 5.15%), IWX ($22.8M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $56.7M | 12.64% | 745,670 | Trimmed |
| 2 | IWY | ISHARES TR | $29.8M | 6.64% | 118,862 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $26.7M | 5.94% | 123,646 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $23.1M | 5.15% | 117,468 | Added |
| 5 | IWX | ISHARES TR | $22.8M | 5.09% | 245,302 | Trimmed |
| 6 | VB | VANGUARD INDEX FDS | $20.5M | 4.57% | 77,948 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $19.0M | 4.23% | 98,705 | Added |
| 8 | AAPL | APPLE INC | $16.3M | 3.63% | 63,790 | Trimmed |
| 9 | VOE | VANGUARD INDEX FDS | $16.3M | 3.62% | 88,024 | Added |
| 10 | VCRB | VANGUARD MALVERN FDS | $14.5M | 3.24% | 188,341 | Added |
| 11 | GOOGL | ALPHABET INC | $12.8M | 2.85% | 42,986 | Trimmed |
| 12 | VOT | VANGUARD INDEX FDS | $12.1M | 2.69% | 46,341 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 2.50% | 172,662 | Added |
| 14 | AVGO | BROADCOM INC | $10.1M | 2.26% | 32,331 | Trimmed |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $9.4M | 2.09% | 161,013 | Added |
| 16 | MSFT | MICROSOFT CORP | $8.6M | 1.91% | 23,199 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $8.2M | 1.84% | 27,900 | Added |
| 18 | AMZN | AMAZON COM INC | $8.1M | 1.81% | 38,680 | Added |
| 19 | MZLSX | PROFESIONALLY MANAGED PORTFO | $8.0M | 1.79% | 152,654 | Trimmed |
| 20 | IVW | ISHARES TR | $6.5M | 1.46% | 57,025 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.34% | 110,817 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.31% | 12,301 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $5.9M | 1.31% | 13,277 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $5.1M | 1.13% | 6,941 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 0.90% | 4,051 | Added |
Source: SEC Form 13F filings · as of 2026-03-31