StockDriftsStockDriftsTop 50 Colton Groome Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.25% | 101.7K | $77.9M | +7.75%(+7.32K) | $490.81(+56.89%) | 2026-09-30 | |
| EFA | ISHARES TR | 8.05% | 330.8K | $34.4M | +6.09%(+19.00K) | $78.41(+31.19%) | 2026-09-30 | |
| AGG | ISHARES TR | 6.22% | 280.9K | $26.6M | +3.82%(+10.32K) | $100.64(-5.50%) | 2026-09-30 | |
| EEM | ISHARES TR | 5.28% | 337.7K | $22.6M | +7.07%(+22.32K) | $45.10(+40.36%) | 2026-09-30 | |
| IGIB | ISHARES TR | 3.31% | 280.5K | $14.1M | +7.37%(+19.24K) | $52.81(-4.19%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.1% | 183.8K | $13.2M | +6.77%(+11.65K) | $55.21(+31.10%) | 2026-09-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2.97% | 309.6K | $12.7M | -0.32%(-1.01K) | $30.73(+32.85%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.84% | 36.4K | $12.1M | +10.48%(+3.45K) | $185.20(+85.18%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.15% | 17.9K | $9.2M | -0.01%(-2) | $330.27(+61.54%) | 2026-09-30 | |
| XLY | SELECT SECTOR SPDR TR | 1.96% | 76.8K | $8.4M | +7.15%(+5.13K) | $92.67(+23.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.16% | +52.72% | +7.08% | +40.75% |
| Top 20 Holdings Unweighted | +16.15% | +56.70% | +7.87% | +46.07% |
Colton Groome Financial Advisors LLC reports $426.89M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.3%), EFA (8.1%) and AGG (6.2%). The top 20 holdings account for 68.03% of reported assets. Its disclosed equity book has returned +52.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Colton Groome Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1780330). View Colton Groome Financial Advisors LLC’s 13F filings on SEC