COLTON GROOME FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings
COLTON GROOME FINANCIAL ADVISORS, LLC disclosed 173 stock positions in a recent SEC 13F filing. $426,297,041 of stock holdings were filed, with the largest holdings including IVV, EFA, and AGG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $724,883,187 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
173Est. Stock Holding Value:
$426,297,041Top Stock Holdings By Sector
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Portfolio Stock Holdings - COLTON GROOME FINANCIAL ADVISORS, LLC
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% of Portfolio
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