Colton Groome Financial Advisors, LLC Portfolio Holdings

Colton Groome Financial Advisors, LLC

  • $324 Million
  • Q3 2025

Colton Groome Financial Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.5M, Ishares Tr Msci Eafe ETF with a value of $24.1M, Ishares Core U.S. Aggregate Bo with a value of $22.1M, Ishares Msci Emerging Markets with a value of $14.6M, and Ishares Trust Ishares 5 10 Yea with a value of $11.1M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $293M to 324M.

Below you can find more details about Colton Groome Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
ETFs: $267 Million
Technology: $25.2 Million
Financial Services: $11.2 Million
Healthcare: $5.21 Million
Consumer Cyclical: $4.29 Million
Communication Services: $3.3 Million
Consumer Defensive: $3.29 Million
Industrials: $2.44 Million
Other: $2.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.54B
$223,000 0.07% of portfolio
1,376
Q4 2024 New
$2.37B
$151,000 0.05% of portfolio
11,078
Q3 2025 Added 8.98%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $324 Million
  • Prior Value $293 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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