Data as of Q4 2025 (Dec 31, 2025)

Compton Wealth Advisory Group, LLC

โ€ขCIK: 1761044โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

AKRE
PROFESIONALLY MANAGED PORTFO
NEW
2.2% of portfolio
VCRB
VANGUARD MALVERN FDS
+46.4%
3.0% of portfolio
AAPL
APPLE INC
+6.2%
4.0% of portfolio
MMM
3M CO
+28.8%
0.4% of portfolio
IWX
ISHARES TR
+1.8%
5.0% of portfolio

๐Ÿ“‰ Biggest Sells

VEU
VANGUARD INTL EQUITY INDEX F
-1.5%
12.2% of portfolio
VUG
VANGUARD INDEX FDS
-8.2%
1.4% of portfolio
VB
VANGUARD INDEX FDS
-2.1%
4.3% of portfolio
IWY
ISHARES TR
-1.2%
7.2% of portfolio
WMT
WALMART INC
-7.9%
0.7% of portfolio

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
โ†‘22 increased
โ†“26 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023