COLTON GROOME FINANCIAL ADVISORS, LLC

Institutional manager (13F) · CIK 1780330

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $309M

#	Issuer	Value	Shares
1	ISHARES TR	$61M	93,326
2	ISHARES TR	$28M	292,556
3	ISHARES TR	$27M	267,352
4	ISHARES TR	$17M	304,413
5	GOLDMAN SACHS PHYSICAL GOLD	$14M	307,361
6	ISHARES TR	$13M	246,092
7	ISHARES TR	$11M	166,219
8	SELECT SECTOR SPDR TR	$8M	69,567
9	ISHARES TR	$8M	157,783
10	APPLE INC	$7M	29,005
11	MICROSOFT CORP	$6M	17,119
12	SELECT SECTOR SPDR TR	$6M	50,858
13	ISHARES TR	$5M	212,112
14	SELECT SECTOR SPDR TR	$5M	28,995
15	SPDR SERIES TRUST	$5M	96,319
16	BROADCOM INC	$5M	14,690
17	SELECT SECTOR SPDR TR	$4M	32,950
18	SPDR INDEX SHS FDS	$4M	91,569
19	SPDR SERIES TRUST	$4M	53,887
20	ISHARES TR	$4M	40,202
21	SPDR SERIES TRUST	$4M	36,874
22	SELECT SECTOR SPDR TR	$4M	24,287
23	ISHARES INC	$4M	64,090
24	SELECT SECTOR SPDR TR	$3M	68,901
25	ALPHABET INC	$3M	11,305
26	SPDR INDEX SHS FDS	$3M	68,041
27	KLA CORP	$3M	2,074
28	SPDR INDEX SHS FDS	$3M	46,185
29	ISHARES TR	$3M	31,437
30	VISA INC	$3M	9,104
31	SELECT SECTOR SPDR TR	$2M	38,216
32	SPDR SERIES TRUST	$2M	40,042
33	INVESCO QQQ TR	$2M	3,785
34	SELECT SECTOR SPDR TR	$2M	46,856
35	AMGEN INC	$2M	6,109
36	SELECT SECTOR SPDR TR	$2M	25,394
37	WALMART INC	$2M	16,222
38	ISHARES TR	$2M	17,715
39	JPMORGAN CHASE & CO	$2M	6,334
40	MERCK & CO INC	$2M	14,325
41	TAIWAN SEMICONDUCTOR MANUFAC	$2M	5,016
42	SPDR SERIES TRUST	$2M	20,715
43	ISHARES TR	$2M	14,791
44	MEDTRONIC PLC	$2M	18,005
45	ISHARES TR	$1M	7,776
46	VANGUARD INDEX FDS	$1M	4,266
47	EATON CORP PLC	$1M	3,802
48	AMAZON COM INC	$1M	6,454
49	PNC FINL SVCS GROUP INC	$1M	6,444
50	BLACKROCK INC	$1M	1,301

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.