COLTON GROOME FINANCIAL ADVISORS, LLC — 13F holdings

COLTON GROOME FINANCIAL ADVISORS, LLC reported 162 holdings worth $427M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

  1. IVV ISHARES TR — $77.9M (18.3%)
  2. EFA ISHARES TR — $34.4M (8.1%)
  3. AGG ISHARES TR — $26.6M (6.2%)
  4. EEM ISHARES TR — $22.6M (5.3%)
  5. IGIB ISHARES TR — $14.1M (3.3%)
  6. IJH ISHARES TR — $13.2M (3.1%)
  7. AAAU GOLDMAN SACHS PHYSICAL GOLD — $12.7M (3.0%)
  8. AAPL APPLE INC — $12.1M (2.8%)
  9. MSFT MICROSOFT CORP — $9.18M (2.1%)
  10. XLY SELECT SECTOR SPDR TR — $8.36M (2.0%)