Compton Wealth Advisory Group, LLC
โขCIK: 1761044โขFiling: Q4 2025
**Compton Wealth Advisory Group, LLC** manages $458M across a diversified portfolio of 85 positions. The strategy exhibits a notable allocation to broad market and sector ETFs, with VEU anchoring the top holdings at $55.7M. Significant concentration is also visible in technology and index exposure, highlighted by IWY ($32.7M), VIG ($27.1M), and AAPL ($18.4M). This structure suggests a core focus on established, diversified, and large-cap equity market segments.
Total AUM
$457.5M
QoQ Performance
+5.9%
Positions
67
Top 10 Concentration
54.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VEU
IWY
VIG
IWX
VEU12.2%
IWY7.2%
VIG5.9%
IWX5.0%
VTV4.9%
VB4.3%
RSP4.1%
AAPL4.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other69.2%
Technology14.7%
Financial5.3%
Consumer4.0%
Healthcare3.0%
Industrial1.6%
ETF0.7%
Communication0.7%
Changes from Q3 2025
NEW2 new positions
โ22 increased
โ26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023