COLTON GROOME FINANCIAL ADVISORS, LLC
•CIK: 1780330•Filing: Q4 2025
COLTON GROOME FINANCIAL ADVISORS, LLC manages $349M across a diversified portfolio of 137 positions. The strategy shows significant allocations to broad market indices, notably IVV at $62.6M and EFA at $26.7M. Core holdings also include fixed income exposure via AGG ($24.5M) and EEM ($16.1M). The top ten positions represent a focused deployment of capital across global equity and fixed income mandates.
Total AUM
$348.8M
QoQ Performance
+7.0%
Positions
74
Top 10 Concentration
53.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
EFA
AGG
IVV17.9%
EFA7.7%
AGG7.0%
EEM4.6%
IGIB3.5%
AAAU3.5%
IJH3.0%
AAPL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.8%
ETF18.2%
Technology8.3%
Financial3.0%
Healthcare1.7%
Consumer1.2%
Consumer Staples0.4%
Real Estate0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑74 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023