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: $351.2M126 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$261K	0.1%	1,199 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$430K	0.1%	2,167 SH	New
AFLAC INC	COM	$638K	0.2%Prev: 0.4%	5,812 SH	Decreased-4,142 SH
AIR PRODUCTS AND CHEMICALS I	COM	$459K	0.1%	1,579 SH	New
ALPHABET INC	CAP STK CL A	$3.3M	0.9%Prev: 0.2%	11,305 SH	Increased+8,433 SH
ALPHABET INC	CAP STK CL C	$784K	0.2%Prev: 0.1%	2,734 SH	Increased+1,049 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.3%	6,454 SH	Increased+1,509 SH
AMERICAN EXPRESS CO	COM	$204K	0.1%	674 SH	New
AMERICAN TOWER CORP	COM	$1.0M	0.3%	6,062 SH	New
AMGEN INC	COM	$2.1M	0.6%Prev: 0.5%	6,109 SH	Increased+1,831 SH
APPLE INC	COM	$7.4M	2.1%Prev: 2.1%	29,005 SH	Increased+2,825 SH
ARCH CAP GROUP LTD	ORD	$238K	0.1%	2,484 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.2%Prev: 0.3%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$973K	0.3%Prev: 0.2%	2,031 SH	Increased+1,101 SH
BLACKROCK INC	COM	$1.3M	0.4%Prev: 0.4%	1,301 SH	Increased+239 SH
BROADCOM INC	COM	$4.5M	1.3%Prev: 1.3%	14,690 SH	Increased-3,131 SH
CHEVRON CORPORATION	COM	$212K	0.1%	1,023 SH	New
CISCO SYS INC	COM	$331K	0.1%	4,262 SH	New
CLEAN HARBORS INC	COM	$315K	0.1%Prev: 0.1%	1,100 SH	Increased
COCA COLA CO	COM	$465K	0.1%Prev: 0.2%	6,111 SH	Increased+322 SH
COSTCO WHOLESALE CORPORATION	COM	$201K	0.1%	201 SH	New
CUMMINS INC	COM	$312K	0.1%	580 SH	New
EATON CORP PLC	SHS	$1.4M	0.4%Prev: 0.4%	3,802 SH	Increased+201 SH
EMERSON ELEC CO	COM	$863K	0.2%Prev: 0.2%	6,590 SH	Increased+2,263 SH
EXXON MOBIL CORP	COM	$638K	0.2%Prev: 0.2%	3,760 SH	Increased-80 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$217K	0.1%	1,045 SH	New
FIRST CTZNS BANCSHARES INC D	CL A	$409K	0.1%	217 SH	New
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$601K	0.2%	11,805 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$14.2M	4.0%Prev: 2.9%	307,361 SH	Increased+67,363 SH
GOLUB CAP BDC INC	COM	$153K	0.0%	12,089 SH	New
HOME DEPOT INC	COM	$321K	0.1%Prev: 0.1%	975 SH	Increased+197 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$244K	0.1%	6,321 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$242K	0.1%Prev: 0.1%	1,000 SH	Decreased-105 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$347K	0.1%Prev: 0.2%	1,808 SH	Decreased-835 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.6%Prev: 0.6%	3,785 SH	Increased+173 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	0.3%Prev: 0.4%	15,867 SH	Increased-2,459 SH
ISHARES INC	MSCI CDA ETF	$3.5M	1.0%	64,090 SH	New
ISHARES TR	10+ YR INVST GRD	$255K	0.1%	5,139 SH	New
ISHARES TR	A RATE CP BD ETF	$7.5M	2.1%Prev: 2.5%	157,783 SH	Increased+17,960 SH
ISHARES TR	CORE MSCI EAFE	$2.8M	0.8%Prev: 1.0%	31,437 SH	Increased-1,514 SH
ISHARES TR	CORE MSCI INTL	$759K	0.2%Prev: 0.3%	9,088 SH	Decreased-2,297 SH
ISHARES TR	CORE S&P MCP ETF	$11.2M	3.2%Prev: 3.0%	166,219 SH	Increased+27,235 SH
ISHARES TR	CORE S&P SCP ETF	$933K	0.3%Prev: 0.3%	7,505 SH	Increased-1,186 SH
ISHARES TR	CORE S&P TTL STK	$271K	0.1%Prev: 0.1%	1,905 SH	Increased-284 SH
ISHARES TR	CORE S&P500 ETF	$61.0M	17.4%Prev: 16.5%	93,326 SH	Increased+14,563 SH
ISHARES TR	CORE US AGGBD ET	$26.5M	7.6%Prev: 7.1%	267,352 SH	Increased+77,348 SH
ISHARES TR	ESG AWR US AGRGT	$268K	0.1%Prev: 0.1%	5,645 SH	Increased+130 SH
ISHARES TR	ESG SELECT SCRE	$680K	0.2%Prev: 0.1%	13,815 SH	Increased+5,160 SH
ISHARES TR	GOV/CRED BD ETF	$343K	0.1%Prev: 3.5%	3,296 SH	Decreased-86,160 SH
ISHARES TR	IBONDS 28 TRM TS	$4.7M	1.3%	212,112 SH	New
ISHARES TR	ISHS 5-10YR INVT	$13.1M	3.7%Prev: 3.2%	246,092 SH	Increased+85,034 SH
ISHARES TR	JPMORGAN USD EMG	$3.8M	1.1%Prev: 1.1%	40,202 SH	Increased+8,518 SH
ISHARES TR	MBS ETF	$533K	0.2%	5,615 SH	New
ISHARES TR	MSCI ACWI EX US	$649K	0.2%Prev: 0.2%	9,480 SH	Increased+1,116 SH
ISHARES TR	MSCI EAFE ETF	$28.4M	8.1%Prev: 7.7%	292,556 SH	Increased+50,442 SH
ISHARES TR	MSCI EMG MKT ETF	$17.3M	4.9%Prev: 3.9%	304,413 SH	Increased+64,756 SH
ISHARES TR	MSCI USA MIN VOL	$362K	0.1%	3,900 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.5M	0.4%Prev: 0.6%	7,776 SH	Decreased-1,667 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	0.5%Prev: 0.2%	17,715 SH	Increased+11,575 SH
ISHARES TR	S&P 500 GRWT ETF	$621K	0.2%Prev: 0.2%	5,493 SH	Increased-529 SH
ISHARES TR	S&P 500 VAL ETF	$295K	0.1%Prev: 0.1%	1,395 SH	Decreased-560 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.4%Prev: 0.5%	14,791 SH	Increased+2,160 SH
ISHARES TR	USD INV GRDE ETF	$617K	0.2%	12,038 SH	New
JOHNSON & JOHNSON	COM	$432K	0.1%Prev: 0.1%	1,767 SH	Increased+211 SH
JPMORGAN CHASE & CO	COM	$1.9M	0.5%	6,334 SH	New
KLA CORP	COM NEW	$3.1M	0.9%Prev: 0.7%	2,074 SH	Increased-759 SH
LOWES COS INC	COM	$547K	0.2%Prev: 0.1%	2,313 SH	Increased+636 SH
MASTERCARD INCORPORATED	CL A	$645K	0.2%	1,291 SH	New
MCDONALDS CORP	COM	$299K	0.1%	962 SH	New
MEDTRONIC PLC	SHS	$1.6M	0.4%Prev: 0.4%	18,005 SH	Increased+4,408 SH
MERCK & CO INC	COM	$1.7M	0.5%Prev: 0.3%	14,325 SH	Increased+4,891 SH
META PLATFORMS INC	CL A	$370K	0.1%	647 SH	New
MICROSOFT CORP	COM	$6.3M	1.8%Prev: 2.0%	17,119 SH	Increased+3,403 SH
NVIDIA CORPORATION	COM	$427K	0.1%Prev: 0.1%	2,447 SH	Increased-550 SH
NXP SEMICONDUCTORS N V	COM	$1.2M	0.3%	5,999 SH	New
ORACLE CORP	COM	$470K	0.1%Prev: 0.2%	3,195 SH	Increased+188 SH
PARK NATL CORP	COM	$225K	0.1%Prev: 0.1%	1,376 SH	Increased
PEPSICO INC	COM	$909K	0.3%Prev: 0.2%	5,855 SH	Increased+1,747 SH
PFIZER INC	COM	$333K	0.1%Prev: 0.1%	11,867 SH	Increased
PIMCO ETF TR	MULTISECTOR BD	$384K	0.1%	14,651 SH	New
PNC FINL SVCS GROUP INC	COM	$1.3M	0.4%Prev: 0.3%	6,444 SH	Increased+796 SH
PROCTER & GAMBLE CO	COM	$280K	0.1%	1,941 SH	New
QUALCOMM INC	COM	$1.1M	0.3%Prev: 0.3%	8,587 SH	Increased+2,898 SH
ROSS STORES INC	COM	$336K	0.1%	1,550 SH	New
SCHWAB CHARLES CORP	COM	$1.1M	0.3%Prev: 0.3%	11,351 SH	Increased+2,036 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$676K	0.2%Prev: 0.2%	27,304 SH	Increased+1,403 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$435K	0.1%Prev: 0.2%	14,934 SH	Decreased-7,500 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$509K	0.1%Prev: 0.2%	19,855 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$242K	0.1%	8,311 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$5.6M	1.6%	50,858 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$9.7M	2.8%	94,961 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.3M	0.7%	38,216 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.4M	1.0%	68,901 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.6M	1.0%	24,287 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$4.7M	1.3%	28,995 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$878K	0.3%	17,575 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$306K	0.1%	7,494 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.4M	1.2%	32,950 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.2M	0.6%	46,856 SH	New
SOUTHERN CO	COM	$214K	0.1%	2,222 SH	New
SOUTHERN FIRST BANCSHARES	COM	$418K	0.1%Prev: 0.1%	7,675 SH	Increased
SPDR GOLD TR	GOLD SHS	$889K	0.3%Prev: 0.2%	2,066 SH	Increased+194 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$10.5M	3.0%	211,165 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$17.6M	5.0%	280,672 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$245K	0.1%	6,168 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$285K	0.1%	438 SH	New
STRYKER CORPORATION	COM	$320K	0.1%Prev: 0.1%	973 SH	Decreased-82 SH
SYSCO CORP	COM	$205K	0.1%Prev: 0.1%	2,874 SH	Decreased-733 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	0.5%	5,016 SH	New
TJX COS INC NEW	COM	$843K	0.2%Prev: 0.2%	5,280 SH	Increased+1,343 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$223K	0.1%	4,633 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$589K	0.2%Prev: 0.2%	1,348 SH	Increased+9 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$507K	0.1%Prev: 0.2%	848 SH	Decreased-158 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.4%Prev: 0.2%	4,266 SH	Increased+2,435 SH
VANGUARD INDEX FDS	VALUE ETF	$276K	0.1%Prev: 0.1%	1,405 SH	Decreased-391 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$265K	0.1%Prev: 0.1%	3,535 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$421K	0.1%Prev: 0.1%	7,787 SH	Increased+1,437 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$238K	0.1%Prev: 0.1%	2,890 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$396K	0.1%Prev: 0.1%	1,840 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	18,023 SH	Increased+2,721 SH
VANGUARD WORLD FD	ENERGY ETF	$421K	0.1%Prev: 0.1%	2,435 SH	Increased-195 SH
VANGUARD WORLD FD	INF TECH ETF	$291K	0.1%Prev: 0.1%	417 SH	Decreased-153 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$827K	0.2%Prev: 0.2%	5,707 SH	Increased+1,778 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$749K	0.2%Prev: 0.2%	2,038 SH	Increased+487 SH
VISA INC	COM CL A	$2.8M	0.8%Prev: 0.9%	9,104 SH	Increased+2,049 SH
WALMART INC	COM	$2.0M	0.6%Prev: 0.5%	16,222 SH	Increased+1,276 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $413K
AMERICAN TOWER CORP NEW — $1.4M
BALL CORP — $421K
EBAY INC. — $819K
ELI LILLY & CO — $360K
FIRST CTZNS BANCSHARES INC N — $356K
INVESCO EXCH TRD SLF IDX FD — $797K
INVESCO EXCHANGE TRADED FD T — $211K
ISHARES INC — $1.1M
ISHARES INC — $249K
ISHARES TR — $202K
ISHARES TR — $289K
ISHARES TR — $237K
ISHARES TR — $207K
ISHARES TR — $722K
JANUS DETROIT STR TR — $208K
JPMORGAN CHASE & CO. — $1.3M
PIMCO ETF TR — $248K
PROCTER AND GAMBLE CO — $324K
SCHWAB STRATEGIC TR — $452K
… and 24 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