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: $325.9M137 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$1.1M	0.3%Prev: 0.2%	9,954 SH	Increased+4,139 SH
AIR PRODS & CHEMS INC	COM	$482K	0.1%	1,769 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	0.8%Prev: 1.0%	10,385 SH	Decreased-981 SH
ALPHABET INC	CAP STK CL C	$402K	0.1%Prev: 0.2%	1,651 SH	Decreased-1,191 SH
AMAZON COM INC	COM	$1.2M	0.4%Prev: 0.4%	5,599 SH	Decreased-998 SH
AMERICAN EXPRESS CO	COM	$228K	0.1%Prev: 0.1%	685 SH	Decreased-344 SH
AMERICAN TOWER CORP NEW	COM	$1.2M	0.4%	6,377 SH	New
AMGEN INC	COM	$1.5M	0.5%Prev: 0.4%	5,421 SH	Decreased+927 SH
APPLE INC	COM	$6.9M	2.1%Prev: 2.3%	27,148 SH	Decreased-5,775 SH
ARCH CAP GROUP LTD	ORD	$230K	0.1%Prev: 0.1%	2,534 SH	Decreased+50 SH
BALL CORP	COM	$433K	0.1%	8,590 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$520K	0.2%Prev: 0.5%	1,035 SH	Decreased-2,870 SH
BLACKROCK INC	COM	$1.3M	0.4%Prev: 0.3%	1,097 SH	Decreased-392 SH
BROADCOM INC	COM	$5.2M	1.6%Prev: 1.4%	15,621 SH	Decreased+163 SH
CISCO SYS INC	COM	$232K	0.1%Prev: 0.1%	3,396 SH	Decreased-873 SH
CLEAN HARBORS INC	COM	$255K	0.1%Prev: 0.1%	1,100 SH	Decreased
COCA COLA CO	COM	$393K	0.1%Prev: 0.1%	5,929 SH	Decreased-269 SH
CUMMINS INC	COM	$241K	0.1%Prev: 0.1%	570 SH	Decreased-10 SH
EATON CORP PLC	SHS	$1.3M	0.4%Prev: 0.4%	3,513 SH	Decreased-536 SH
EBAY INC.	COM	$908K	0.3%	9,986 SH	New
EMERSON ELEC CO	COM	$629K	0.2%Prev: 0.2%	4,792 SH	Decreased-1,910 SH
EXXON MOBIL CORP	COM	$457K	0.1%Prev: 0.1%	4,051 SH	Decreased+474 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$232K	0.1%Prev: 0.1%	1,045 SH	Decreased
FIRST CTZNS BANCSHARES INC D	CL A	$358K	0.1%Prev: 0.1%	200 SH	Decreased-17 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$10.5M	3.2%Prev: 3.0%	276,578 SH	Decreased-34,001 SH
GOLUB CAP BDC INC	COM	$152K	0.0%Prev: 0.0%	11,078 SH	Decreased-2,089 SH
HOME DEPOT INC	COM	$328K	0.1%Prev: 0.1%	810 SH	Decreased-188 SH
INTERNATIONAL BUSINESS MACHS	COM	$312K	0.1%Prev: 0.1%	1,105 SH	Increased+82 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$415K	0.1%	20,051 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$439K	0.1%Prev: 0.1%	2,316 SH	Decreased-183 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.7%Prev: 0.7%	3,953 SH	Decreased+58 SH
ISHARES GOLD TR	ISHARES NEW	$217K	0.1%	2,988 SH	New
ISHARES INC	CORE MSCI EMKT	$1.1M	0.4%Prev: 0.3%	17,332 SH	Decreased+1,377 SH
ISHARES INC	MSCI CDA ETF	$3.0M	0.9%Prev: 0.9%	58,423 SH	Decreased-9,413 SH
ISHARES INC	MSCI JPN ETF NEW	$236K	0.1%	2,938 SH	New
ISHARES TR	A RATE CP BD ETF	$7.2M	2.2%Prev: 1.8%	148,498 SH	Decreased-10,197 SH
ISHARES TR	CORE DIV GRWTH	$225K	0.1%	3,306 SH	New
ISHARES TR	CORE MSCI EAFE	$2.8M	0.9%Prev: 0.8%	31,854 SH	Decreased-1,023 SH
ISHARES TR	CORE MSCI INTL	$1.0M	0.3%Prev: 0.2%	12,484 SH	Increased+4,415 SH
ISHARES TR	CORE S&P MCP ETF	$9.6M	2.9%Prev: 3.2%	146,598 SH	Decreased-25,547 SH
ISHARES TR	CORE S&P SCP ETF	$904K	0.3%Prev: 0.3%	7,609 SH	Decreased+201 SH
ISHARES TR	CORE S&P TTL STK	$316K	0.1%Prev: 0.1%	2,169 SH	Increased+264 SH
ISHARES TR	CORE S&P500 ETF	$57.5M	17.6%Prev: 17.1%	85,903 SH	Decreased-8,527 SH
ISHARES TR	CORE US AGGBD ET	$22.1M	6.8%Prev: 6.5%	220,762 SH	Decreased-49,779 SH
ISHARES TR	ESG AWR US AGRGT	$269K	0.1%Prev: 0.1%	5,595 SH	Increased-65 SH
ISHARES TR	ESG SELECT SCRE	$507K	0.2%Prev: 0.2%	9,840 SH	Decreased-2,005 SH
ISHARES TR	EXPANDED TECH	$489K	0.1%	4,250 SH	New
ISHARES TR	GOV/CRED BD ETF	$7.2M	2.2%Prev: 0.2%	68,042 SH	Increased+61,689 SH
ISHARES TR	ISHS 1-5YR INVS	$619K	0.2%	11,675 SH	New
ISHARES TR	ISHS 5-10YR INVT	$11.1M	3.4%Prev: 3.4%	204,446 SH	Decreased-56,768 SH
ISHARES TR	JPMORGAN USD EMG	$3.3M	1.0%Prev: 0.9%	34,427 SH	Decreased-6,128 SH
ISHARES TR	MBS ETF	$1.4M	0.4%Prev: 0.1%	15,170 SH	Increased+10,205 SH
ISHARES TR	MSCI ACWI EX US	$582K	0.2%Prev: 0.2%	8,951 SH	Decreased-1,581 SH
ISHARES TR	MSCI EAFE ETF	$24.1M	7.4%Prev: 7.8%	257,616 SH	Decreased-54,212 SH
ISHARES TR	MSCI EMG MKT ETF	$14.6M	4.5%Prev: 5.2%	273,936 SH	Decreased-41,474 SH
ISHARES TR	MSCI USA MIN VOL	$376K	0.1%	3,956 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.9M	0.6%Prev: 0.4%	9,558 SH	Increased+1,492 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.5%Prev: 0.8%	15,415 SH	Decreased-14,610 SH
ISHARES TR	RUSSELL 2000 ETF	$200K	0.1%Prev: 0.1%	828 SH	Decreased+78 SH
ISHARES TR	S&P 500 GRWT ETF	$738K	0.2%Prev: 0.2%	6,117 SH	Decreased+624 SH
ISHARES TR	S&P 500 VAL ETF	$335K	0.1%Prev: 0.1%	1,620 SH	Increased+225 SH
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.4%Prev: 0.3%	12,416 SH	Increased+315 SH
ISHARES TR	US TREAS BD ETF	$495K	0.2%	21,425 SH	New
ISHARES TR	USD INV GRDE ETF	$685K	0.2%Prev: 0.1%	13,114 SH	Increased+5,139 SH
JOHNSON & JOHNSON	COM	$307K	0.1%Prev: 0.1%	1,654 SH	Decreased-585 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.6%	5,686 SH	New
KLA CORP	COM NEW	$2.9M	0.9%Prev: 1.5%	2,650 SH	Decreased-17,853 SH
LOWES COS INC	COM	$412K	0.1%Prev: 0.1%	1,639 SH	Decreased-1,030 SH
MASTERCARD INCORPORATED	CL A	$456K	0.1%Prev: 0.2%	802 SH	Decreased-495 SH
MEDTRONIC PLC	SHS	$1.5M	0.5%	16,236 SH	New
MERCK & CO INC	COM	$1.1M	0.3%Prev: 0.6%	13,554 SH	Decreased-5,576 SH
META PLATFORMS INC	CL A	$373K	0.1%Prev: 0.1%	508 SH	Increased-100 SH
MICROSOFT CORP	COM	$7.2M	2.2%Prev: 1.6%	13,895 SH	Increased-4,001 SH
NVIDIA CORPORATION	COM	$444K	0.1%Prev: 0.1%	2,379 SH	Decreased-239 SH
ORACLE CORP	COM	$1.0M	0.3%Prev: 0.1%	3,682 SH	Increased+488 SH
PARK NATL CORP	COM	$224K	0.1%Prev: 0.1%	1,376 SH	Decreased
PEPSICO INC	COM	$684K	0.2%Prev: 0.2%	4,867 SH	Decreased-1,330 SH
PFIZER INC	COM	$302K	0.1%Prev: 0.1%	11,867 SH	Increased+13 SH
PIMCO ETF TR	MULTISECTOR BD	$430K	0.1%Prev: 0.1%	16,028 SH	Decreased-4,002 SH
PNC FINL SVCS GROUP INC	COM	$1.2M	0.4%Prev: 0.4%	5,778 SH	Decreased-714 SH
PROCTER AND GAMBLE CO	COM	$291K	0.1%	1,896 SH	New
QUALCOMM INC	COM	$1.0M	0.3%Prev: 0.4%	6,271 SH	Decreased-1,605 SH
ROSS STORES INC	COM	$236K	0.1%Prev: 0.1%	1,550 SH	Decreased
SCHWAB CHARLES CORP	COM	$952K	0.3%Prev: 0.3%	9,975 SH	Decreased-2,911 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$603K	0.2%Prev: 0.2%	25,902 SH	Decreased-1,402 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$628K	0.2%Prev: 0.1%	19,690 SH	Increased+4,756 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$219K	0.1%Prev: 0.1%	7,509 SH	Decreased+963 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$523K	0.2%Prev: 0.1%	19,855 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$232K	0.1%Prev: 0.1%	8,311 SH	Decreased
SELECT SECTOR SPDR TR	COMMUNICATION	$5.7M	1.8%	48,266 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.5M	0.5%	16,625 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$3.6M	1.1%	67,679 SH	New
SELECT SECTOR SPDR TR	INDL	$4.1M	1.3%	26,564 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$6.8M	2.1%	28,232 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$2.2M	0.7%	28,450 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3.6M	1.1%	25,577 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.9M	0.6%	21,604 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$237K	0.1%	2,642 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$5.7M	1.7%	20,167 SH	New
SOUTHERN CO	COM	$211K	0.1%Prev: 0.1%	2,222 SH	Decreased-449 SH
SOUTHERN FIRST BANCSHARES	COM	$339K	0.1%Prev: 0.1%	7,675 SH	Decreased
SPDR GOLD TR	GOLD SHS	$712K	0.2%Prev: 0.3%	2,003 SH	Decreased-1,052 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$2.5M	0.8%	39,995 SH	New
SPDR INDEX SHS FDS	MSCI EAFE FS ETF	$255K	0.1%	5,165 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$4.1M	1.3%	95,218 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.3M	1.0%	70,397 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$306K	0.1%	459 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$221K	0.1%	4,850 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.7M	0.5%	20,934 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$804K	0.2%	31,120 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$536K	0.2%	9,369 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$4.0M	1.2%	50,653 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$3.8M	1.2%	81,878 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.3M	1.3%	40,877 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.4M	0.7%	43,642 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$325K	0.1%	8,016 SH	New
STRYKER CORPORATION	COM	$395K	0.1%Prev: 0.1%	1,068 SH	Increased+95 SH
SYSCO CORP	COM	$291K	0.1%Prev: 0.1%	3,530 SH	Increased+655 SH
TJX COS INC NEW	COM	$746K	0.2%Prev: 0.2%	5,161 SH	Decreased-187 SH
TRUIST FINL CORP	COM	$210K	0.1%Prev: 0.0%	4,595 SH	Increased+489 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$228K	0.1%Prev: 0.1%	4,606 SH	Decreased-198 SH
VANGUARD INDEX FDS	GROWTH ETF	$641K	0.2%Prev: 0.2%	1,336 SH	Decreased-6,752 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$607K	0.2%Prev: 0.1%	991 SH	Increased+147 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.5%Prev: 0.7%	4,947 SH	Decreased-2,497 SH
VANGUARD INDEX FDS	VALUE ETF	$269K	0.1%Prev: 0.1%	1,443 SH	Decreased+38 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$252K	0.1%Prev: 0.1%	3,535 SH	Decreased-238 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$344K	0.1%Prev: 0.1%	6,351 SH	Decreased-1,251 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$231K	0.1%Prev: 0.1%	2,890 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$397K	0.1%Prev: 0.1%	1,840 SH	Decreased-129 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$862K	0.3%Prev: 0.3%	14,393 SH	Decreased-3,490 SH
VANGUARD WORLD FD	ENERGY ETF	$321K	0.1%Prev: 0.1%	2,550 SH	Decreased+245 SH
VANGUARD WORLD FD	INF TECH ETF	$439K	0.1%Prev: 0.1%	588 SH	Increased-2,614 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.0M	0.3%Prev: 0.2%	7,279 SH	Increased+2,047 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	0.3%Prev: 0.2%	2,711 SH	Increased-6,529 SH
VISA INC	COM CL A	$2.7M	0.8%Prev: 0.7%	7,990 SH	Decreased-973 SH
WALMART INC	COM	$1.6M	0.5%Prev: 0.4%	15,847 SH	Decreased-496 SH

Sold (vs prior filing)

ABBVIE INC — $1.4M
AIR PRODUCTS AND CHEMICALS I — $517K
AMERICAN TOWER CORP — $1.0M
BANK OF AMER CORP — $337K
CAPITAL GROUP DIVIDEND VALUE — $232K
CROWDSTRIKE HLDGS INC — $309K
DIMENSIONAL ETF TRUST — $223K
DUKE ENERGY CORP NEW — $235K
FIRST TR EXCHNG TRADED FD VI — $472K
GOLDMAN SACHS ETF TR — $912K
INNOVATOR ETFS TRUST — $546K
INNOVATOR ETFS TRUST — $221K
INNOVATOR ETFS TRUST — $261K
ISHARES TR — $243K
ISHARES TR — $590K
ISHARES TR — $210K
ISHARES TR — $4.1M
ISHARES TR — $1.5M
ISHARES TR — $308K
ISHARES TR — $1.8M
… and 46 more

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