COLTON GROOME FINANCIAL ADVISORS, LLC: summary

COLTON GROOME FINANCIAL ADVISORS, LLC reported 162 positions with a reported value of $426.89M in its 13F for Q3 2026. Compared with Q2 2026: 10 new positions, 12 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• ISHARES MSCI EAFE ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• ISHARES MSCI EMERGING MARKETS ETF
• ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
• ISHARES CORE S&P MID-CAP ETF
• Goldman Sachs Physical Gold ETF
• APPLE INC COM
• MICROSOFT CORP COM
• STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF