COLTON GROOME FINANCIAL ADVISORS, LLC: 13F holdings
CIK 17803302026Q2
| Positions | 164 |
|---|
| Reported value | $413.6m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 164 (+27 vs prior quarter) |
|---|
| Reported value | $413.6m (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 94,430 | $70.7m | 17.1% |
| EFA ISHARES TR | 311,828 | $32.4m | 7.8% |
| AGG ISHARES TR | 270,541 | $26.8m | 6.5% |
| EEM ISHARES TR | 315,410 | $21.6m | 5.2% |
| IGIB ISHARES TR | 261,214 | $13.9m | 3.4% |
| IJH ISHARES TR | 172,145 | $13.3m | 3.2% |
| AAAU GOLDMAN SACHS PHYSICAL GOLD | 310,579 | $12.3m | 3.0% |
| AAPL APPLE INC | 32,923 | $9.5m | 2.3% |
| XLY SELECT SECTOR SPDR TR | 71,701 | $8.4m | 2.0% |
| QLTA ISHARES TR | 158,695 | $7.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1780330")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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