COLTON GROOME FINANCIAL ADVISORS, LLC

CIK 0001780330 • 6 13F filings • May 15, 2025 – Jul 22, 2026

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Filer information

Filed by: COLTON GROOME FINANCIAL ADVISORS, LLC, Financial Planning & Investment Analyst
Address: 1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC, 28803
Phone: 8282521816
AUM: $348.8M

AUM over time

$426.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $266.1M123 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$1.1M	0.4%	9,954 SH
AIR PRODS & CHEMS INC	COM	$413K	0.2%	1,524 SH
ALPHABET INC	CAP STK CL A	$456K	0.2%	2,872 SH
ALPHABET INC	CAP STK CL C	$271K	0.1%	1,685 SH
AMAZON COM INC	COM	$912K	0.3%	4,945 SH
AMERICAN TOWER CORP NEW	COM	$1.4M	0.5%	6,002 SH
AMGEN INC	COM	$1.2M	0.5%	4,278 SH
APPLE INC	COM	$5.6M	2.1%	26,180 SH
BALL CORP	COM	$421K	0.2%	8,100 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$801K	0.3%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$496K	0.2%	930 SH
BLACKROCK INC	COM	$971K	0.4%	1,062 SH
BROADCOM INC	COM	$3.4M	1.3%	17,821 SH
CLEAN HARBORS INC	COM	$235K	0.1%	1,100 SH
COCA COLA CO	COM	$420K	0.2%	5,789 SH
EATON CORP PLC	SHS	$1.1M	0.4%	3,601 SH
EBAY INC.	COM	$819K	0.3%	12,016 SH
ELI LILLY & CO	COM	$360K	0.1%	400 SH
EMERSON ELEC CO	COM	$455K	0.2%	4,327 SH
EXXON MOBIL CORP	COM	$406K	0.2%	3,840 SH
FIRST CTZNS BANCSHARES INC N	CL A	$356K	0.1%	200 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$7.8M	2.9%	239,998 SH
HOME DEPOT INC	COM	$280K	0.1%	778 SH
INTERNATIONAL BUSINESS MACHS	COM	$267K	0.1%	1,105 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$797K	0.3%	38,506 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$211K	0.1%	4,600 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$447K	0.2%	2,643 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.6%	3,612 SH
ISHARES INC	CORE MSCI EMKT	$993K	0.4%	18,326 SH
ISHARES INC	MSCI GBL MIN VOL	$1.1M	0.4%	9,555 SH
ISHARES INC	MSCI JPN ETF NEW	$249K	0.1%	3,488 SH
ISHARES TR	3 7 YR TREAS BD	$202K	0.1%	1,691 SH
ISHARES TR	7-10 YR TRSY BD	$289K	0.1%	3,010 SH
ISHARES TR	A RATE CP BD ETF	$6.6M	2.5%	139,823 SH
ISHARES TR	CORE DIV GRWTH	$237K	0.1%	3,938 SH
ISHARES TR	CORE MSCI EAFE	$2.6M	1.0%	32,951 SH
ISHARES TR	CORE MSCI INTL	$815K	0.3%	11,385 SH
ISHARES TR	CORE S&P MCP ETF	$7.9M	3.0%	138,984 SH
ISHARES TR	CORE S&P SCP ETF	$870K	0.3%	8,691 SH
ISHARES TR	CORE S&P TTL STK	$265K	0.1%	2,189 SH
ISHARES TR	CORE S&P500 ETF	$43.9M	16.5%	78,763 SH
ISHARES TR	CORE US AGGBD ET	$18.8M	7.1%	190,004 SH
ISHARES TR	ESG AWR US AGRGT	$262K	0.1%	5,515 SH
ISHARES TR	ESG SELECT SCRE	$369K	0.1%	8,655 SH
ISHARES TR	GOV/CRED BD ETF	$9.3M	3.5%	89,456 SH
ISHARES TR	IBONDS DEC 25	$207K	0.1%	7,750 SH
ISHARES TR	ISHS 1-5YR INVS	$722K	0.3%	13,750 SH
ISHARES TR	ISHS 5-10YR INVT	$8.5M	3.2%	161,058 SH
ISHARES TR	JPMORGAN USD EMG	$2.9M	1.1%	31,684 SH
ISHARES TR	MSCI ACWI EX US	$476K	0.2%	8,364 SH
ISHARES TR	MSCI EAFE ETF	$20.5M	7.7%	242,114 SH
ISHARES TR	MSCI EMG MKT ETF	$10.5M	3.9%	239,657 SH
ISHARES TR	MSCI USA QLT FCT	$1.6M	0.6%	9,443 SH
ISHARES TR	NATIONAL MUN ETF	$643K	0.2%	6,140 SH
ISHARES TR	S&P 500 GRWT ETF	$570K	0.2%	6,022 SH
ISHARES TR	S&P 500 VAL ETF	$359K	0.1%	1,955 SH
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.5%	12,631 SH
JANUS DETROIT STR TR	HENDERSON MTG	$208K	0.1%	4,607 SH
JOHNSON & JOHNSON	COM	$243K	0.1%	1,556 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.5%	5,496 SH
KLA CORP	COM NEW	$2.0M	0.7%	2,833 SH
LOWES COS INC	COM	$375K	0.1%	1,677 SH
MEDTRONIC PLC	SHS	$1.2M	0.4%	13,597 SH
MERCK & CO INC	COM	$804K	0.3%	9,434 SH
MICROSOFT CORP	COM	$5.4M	2.0%	13,716 SH
NVIDIA CORPORATION	COM	$326K	0.1%	2,997 SH
ORACLE CORP	COM	$423K	0.2%	3,007 SH
PARK NATL CORP	COM	$207K	0.1%	1,376 SH
PEPSICO INC	COM	$557K	0.2%	4,108 SH
PFIZER INC	COM	$290K	0.1%	11,867 SH
PIMCO ETF TR	ACTIVE BD ETF	$248K	0.1%	2,691 SH
PNC FINL SVCS GROUP INC	COM	$908K	0.3%	5,648 SH
PROCTER AND GAMBLE CO	COM	$324K	0.1%	1,995 SH
QUALCOMM INC	COM	$845K	0.3%	5,689 SH
SCHWAB CHARLES CORP	COM	$758K	0.3%	9,315 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$452K	0.2%	20,121 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$532K	0.2%	25,901 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$570K	0.2%	22,434 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$210K	0.1%	8,144 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$435K	0.2%	19,855 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$5.7M	2.1%	59,293 SH
SELECT SECTOR SPDR TR	ENERGY	$1.3M	0.5%	15,979 SH
SELECT SECTOR SPDR TR	FINANCIAL	$2.9M	1.1%	58,523 SH
SELECT SECTOR SPDR TR	INDL	$3.5M	1.3%	26,482 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$236K	0.1%	5,719 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$5.2M	2.0%	26,534 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$2.0M	0.7%	23,831 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3.0M	1.1%	21,448 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.6M	0.6%	20,441 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.5M	1.3%	16,550 SH
SOUTHERN FIRST BANCSHARES	COM	$273K	0.1%	7,675 SH
SPDR GOLD TR	GOLD SHS	$569K	0.2%	1,872 SH
SPDR INDEX SHS FDS	MSCI EAFE FS ETF	$212K	0.1%	4,715 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.6M	1.4%	95,735 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.7M	1.0%	69,063 SH
SPDR S&P 500 ETF TR	TR UNIT	$257K	0.1%	464 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$872K	0.3%	9,512 SH
SPDR SER TR	PORTFOLI S&P1500	$1.4M	0.5%	21,302 SH
SPDR SER TR	PORTFOLIO AGRGTE	$956K	0.4%	37,400 SH
SPDR SER TR	PORTFOLIO S&P400	$451K	0.2%	9,021 SH
SPDR SER TR	PORTFOLIO S&P500	$3.3M	1.2%	50,472 SH
SPDR SER TR	PORTFOLIO S&P600	$2.9M	1.1%	74,208 SH
SPDR SER TR	PRTFLO S&P500 GW	$3.4M	1.3%	41,346 SH
SPDR SER TR	PRTFLO S&P500 VL	$2.5M	1.0%	51,385 SH
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$289K	0.1%	7,178 SH
STRYKER CORPORATION	COM	$394K	0.1%	1,055 SH
SYSCO CORP	COM	$258K	0.1%	3,607 SH
TJX COS INC NEW	COM	$507K	0.2%	3,937 SH
VANGUARD INDEX FDS	GROWTH ETF	$507K	0.2%	1,339 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$513K	0.2%	1,006 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$500K	0.2%	1,831 SH
VANGUARD INDEX FDS	VALUE ETF	$299K	0.1%	1,796 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$220K	0.1%	3,535 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$287K	0.1%	6,350 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$211K	0.1%	2,890 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$351K	0.1%	1,840 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$809K	0.3%	15,302 SH
VANGUARD WORLD FD	ENERGY ETF	$294K	0.1%	2,630 SH
VANGUARD WORLD FD	INF TECH ETF	$313K	0.1%	570 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$486K	0.2%	3,929 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$489K	0.2%	1,551 SH
VISA INC	COM CL A	$2.4M	0.9%	7,055 SH
WALMART INC	COM	$1.5M	0.5%	14,946 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001780330-26-000001	$348.8M	View
Oct 6, 2026	Q3 2026	13F-HR	0001780330-26-000005	$426.9M	View
Oct 30, 2025