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: $426.9M162 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.2M	0.5%	8,274 SH	New
AFLAC INC	COM	$650K	0.2%Prev: 0.3%	5,813 SH	Decreased-4,141 SH
AIR PRODUCTS AND CHEMICALS I	COM	$541K	0.1%	1,944 SH	New
ALPHABET INC	CAP STK CL A	$4.1M	1.0%Prev: 0.8%	11,871 SH	Increased+1,486 SH
ALPHABET INC	CAP STK CL C	$996K	0.2%Prev: 0.1%	2,924 SH	Increased+1,273 SH
AMAZON COM INC	COM	$1.9M	0.4%Prev: 0.4%	7,630 SH	Increased+2,031 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$202K	0.0%	1,844 SH	New
AMERICAN EXPRESS CO	COM	$313K	0.1%Prev: 0.1%	1,030 SH	Increased+345 SH
AMGEN INC	COM	$409K	0.1%Prev: 0.5%	970 SH	Decreased-4,451 SH
APPLE INC	COM	$12.1M	2.8%Prev: 2.1%	36,373 SH	Increased+9,225 SH
ARCH CAP GROUP LTD	ORD	$229K	0.1%Prev: 0.1%	2,484 SH	Decreased-50 SH
BANK OF AMER CORP	COM	$299K	0.1%	5,488 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$747K	0.2%Prev: 0.2%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.5%Prev: 0.2%	3,907 SH	Increased+2,872 SH
BLACKROCK INC	COM	$1.6M	0.4%Prev: 0.4%	1,513 SH	Increased+416 SH
BROADCOM INC	COM	$6.4M	1.5%Prev: 1.6%	18,240 SH	Increased+2,619 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$230K	0.1%	4,709 SH	New
CHEVRON CORPORATION	COM	$201K	0.0%	983 SH	New
CISCO SYS INC	COM	$460K	0.1%Prev: 0.1%	4,277 SH	Increased+881 SH
CLEAN HARBORS INC	COM	$341K	0.1%Prev: 0.1%	1,100 SH	Increased
COCA COLA CO	COM	$527K	0.1%Prev: 0.1%	6,119 SH	Increased+190 SH
CROWDSTRIKE HLDGS INC	CL A	$441K	0.1%	1,667 SH	New
CUMMINS INC	COM	$300K	0.1%Prev: 0.1%	580 SH	Increased+10 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$223K	0.1%	4,052 SH	New
DUKE ENERGY CORP NEW	COM NEW	$204K	0.0%	1,788 SH	New
EATON CORP PLC	SHS	$1.8M	0.4%Prev: 0.4%	4,086 SH	Increased+573 SH
ELI LILLY & CO	COM	$204K	0.0%	177 SH	New
EMERSON ELEC CO	COM	$1.1M	0.3%Prev: 0.2%	7,239 SH	Increased+2,447 SH
ENTERPRISE PRODS PARTNERS L	COM	$214K	0.1%	6,000 SH	New
EXXON MOBIL CORP	COM	$597K	0.1%Prev: 0.1%	3,668 SH	Increased-383 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$314K	0.1%Prev: 0.1%	1,045 SH	Increased
FIRST CTZNS BANCSHARES INC D	CL A	$447K	0.1%Prev: 0.1%	217 SH	Increased+17 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$486K	0.1%	8,669 SH	New
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$924K	0.2%	18,940 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$12.7M	3.0%Prev: 3.2%	309,570 SH	Increased+32,992 SH
GOLUB CAP BDC INC	COM	$170K	0.0%Prev: 0.0%	13,481 SH	Increased+2,403 SH
HOME DEPOT INC	COM	$279K	0.1%Prev: 0.1%	979 SH	Decreased+169 SH
HYPERFINE INC	COM CL A	$12K	0.0%	14,247 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$554K	0.1%	21,003 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$227K	0.1%	4,147 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$214K	0.1%	5,100 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$226K	0.1%Prev: 0.1%	1,026 SH	Decreased-79 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$479K	0.1%Prev: 0.1%	2,302 SH	Increased-14 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	0.7%Prev: 0.7%	3,862 SH	Increased-91 SH
ISHARES GOLD TR	ISHARES NEW	$422K	0.1%Prev: 0.1%	5,398 SH	Increased+2,410 SH
ISHARES INC	CORE MSCI EMKT	$1.4M	0.3%Prev: 0.4%	17,591 SH	Increased+259 SH
ISHARES INC	MSCI CDA ETF	$4.2M	1.0%Prev: 0.9%	71,565 SH	Increased+13,142 SH
ISHARES TR	10+ YR INVST GRD	$223K	0.1%	4,894 SH	New
ISHARES TR	A RATE CP BD ETF	$7.5M	1.8%Prev: 2.2%	167,672 SH	Increased+19,174 SH
ISHARES TR	ASIA 50 ETF	$1.1M	0.2%	7,409 SH	New
ISHARES TR	BROAD USD HIGH	$560K	0.1%	15,677 SH	New
ISHARES TR	CORE MSCI EAFE	$3.7M	0.9%Prev: 0.9%	38,344 SH	Increased+6,490 SH
ISHARES TR	CORE MSCI INTL	$716K	0.2%Prev: 0.3%	8,006 SH	Decreased-4,478 SH
ISHARES TR	CORE S&P MCP ETF	$13.2M	3.1%Prev: 2.9%	183,798 SH	Increased+37,200 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.2%Prev: 0.3%	7,462 SH	Increased-147 SH
ISHARES TR	CORE S&P TTL STK	$317K	0.1%Prev: 0.1%	1,905 SH	Increased-264 SH
ISHARES TR	CORE S&P500 ETF	$77.9M	18.3%Prev: 17.6%	101,747 SH	Increased+15,844 SH
ISHARES TR	CORE US AGGBD ET	$26.6M	6.2%Prev: 6.8%	280,863 SH	Increased+60,101 SH
ISHARES TR	ESG AWR US AGRGT	$256K	0.1%Prev: 0.1%	5,660 SH	Decreased+65 SH
ISHARES TR	ESG EAFE ETF	$210K	0.0%	2,485 SH	New
ISHARES TR	ESG SELECT SCRE	$691K	0.2%Prev: 0.2%	11,845 SH	Increased+2,005 SH
ISHARES TR	GLOBAL 100 ETF	$202K	0.0%	1,400 SH	New
ISHARES TR	GOV/CRED BD ETF	$629K	0.1%Prev: 2.2%	6,325 SH	Decreased-61,717 SH
ISHARES TR	IBONDS 28 TRM TS	$4.1M	1.0%	189,213 SH	New
ISHARES TR	IBONDS DEC2026	$1.5M	0.3%	60,469 SH	New
ISHARES TR	ISHS 5-10YR INVT	$14.1M	3.3%Prev: 3.4%	280,456 SH	Increased+76,010 SH
ISHARES TR	JPMORGAN USD EMG	$3.8M	0.9%Prev: 1.0%	41,855 SH	Increased+7,428 SH
ISHARES TR	MSCI ACWI EX US	$712K	0.2%Prev: 0.2%	9,420 SH	Increased+469 SH
ISHARES TR	MSCI EAFE ETF	$34.4M	8.1%Prev: 7.4%	330,827 SH	Increased+73,211 SH
ISHARES TR	MSCI EMG MKT ETF	$22.6M	5.3%Prev: 4.5%	337,725 SH	Increased+63,789 SH
ISHARES TR	MSCI USA MIN ETF	$301K	0.1%	3,091 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.7M	0.4%Prev: 0.6%	7,807 SH	Decreased-1,751 SH
ISHARES TR	NATIONAL MUN ETF	$3.1M	0.7%Prev: 0.5%	30,205 SH	Increased+14,790 SH
ISHARES TR	RUS 1000 ETF	$1.8M	0.4%	4,360 SH	New
ISHARES TR	RUS 1000 GRW ETF	$802K	0.2%	6,404 SH	New
ISHARES TR	RUS MID CAP ETF	$277K	0.1%	2,596 SH	New
ISHARES TR	RUSSELL 2000 ETF	$208K	0.0%Prev: 0.1%	750 SH	Increased-78 SH
ISHARES TR	S&P 500 GRWT ETF	$781K	0.2%Prev: 0.2%	5,493 SH	Increased-624 SH
ISHARES TR	S&P 500 VAL ETF	$318K	0.1%Prev: 0.1%	1,395 SH	Decreased-225 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.3%Prev: 0.4%	13,221 SH	Increased+805 SH
ISHARES TR	US SML CP VALUE	$212K	0.0%	5,119 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$528K	0.1%	10,466 SH	New
JOHNSON & JOHNSON	COM	$1.9M	0.4%Prev: 0.1%	7,145 SH	Increased+5,491 SH
JPMORGAN CHASE & CO	COM	$2.2M	0.5%	6,619 SH	New
KLA CORP	COM NEW	$5.6M	1.3%Prev: 0.9%	28,728 SH	Increased+26,078 SH
LOWES COS INC	COM	$420K	0.1%Prev: 0.1%	2,279 SH	Increased+640 SH
MASTERCARD INCORPORATED	CL A	$713K	0.2%Prev: 0.1%	1,293 SH	Increased+491 SH
MCDONALDS CORP	COM	$222K	0.1%	963 SH	New
MERCK & CO INC	COM	$2.0M	0.5%Prev: 0.3%	13,895 SH	Increased+341 SH
META PLATFORMS INC	CL A	$449K	0.1%Prev: 0.1%	619 SH	Increased+111 SH
MICROSOFT CORP	COM	$9.2M	2.1%Prev: 2.2%	17,894 SH	Increased+3,999 SH
NVIDIA CORPORATION	COM	$647K	0.2%Prev: 0.1%	2,834 SH	Increased+455 SH
PARK NATL CORP	COM	$246K	0.1%Prev: 0.1%	1,376 SH	Increased
PEPSICO INC	COM	$790K	0.2%Prev: 0.2%	6,232 SH	Increased+1,365 SH
PFIZER INC	COM	$338K	0.1%Prev: 0.1%	11,856 SH	Increased-11 SH
PIMCO ETF TR	MULTISECTOR BD	$504K	0.1%Prev: 0.1%	19,855 SH	Increased+3,827 SH
PNC FINL SVCS GROUP INC	COM	$1.5M	0.3%Prev: 0.4%	6,673 SH	Increased+895 SH
PROCTER & GAMBLE CO	COM	$261K	0.1%	1,794 SH	New
REVOLUTION MEDICINES INC	COM	$411K	0.1%	2,000 SH	New
ROSS STORES INC	COM	$362K	0.1%Prev: 0.1%	1,552 SH	Increased+2 SH
SCHWAB CHARLES CORP	COM	$1.2M	0.3%Prev: 0.3%	12,760 SH	Increased+2,785 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$742K	0.2%Prev: 0.2%	27,004 SH	Increased+1,102 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$533K	0.1%Prev: 0.2%	14,824 SH	Decreased-4,866 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$210K	0.0%Prev: 0.1%	6,316 SH	Decreased-1,193 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$596K	0.1%Prev: 0.2%	19,855 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$271K	0.1%Prev: 0.1%	8,311 SH	Increased
SELECT SECTOR SPDR TR	ST STR CARE ETF	$4.4M	1.0%	25,878 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$8.4M	2.0%	76,830 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$2.7M	0.6%	44,297 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$3.5M	0.8%	65,665 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$5.3M	1.2%	31,653 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$908K	0.2%	18,651 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.3M	0.3%	31,666 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$2.0M	0.5%	24,206 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$6.6M	1.5%	59,419 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$7.0M	1.6%	35,886 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.8M	0.4%	46,523 SH	New
SOUTHERN CO	COM	$222K	0.1%Prev: 0.1%	2,674 SH	Increased+452 SH
SOUTHERN FIRST BANCSHARES	COM	$455K	0.1%Prev: 0.1%	7,675 SH	Increased
SOUTHSTATE BK CORP	COM	$358K	0.1%	3,600 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$315K	0.1%	2,091 SH	New
SPDR GOLD TR	GOLD SHS	$1.2M	0.3%Prev: 0.2%	3,050 SH	Increased+1,047 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$3.2M	0.8%	62,390 SH	New
SPDR INDEX SHS FDS	ST STR EU 50 ETF	$1.9M	0.4%	27,916 SH	New
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$237K	0.1%	4,425 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$5.0M	1.2%	100,103 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$386K	0.1%	15,840 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$426K	0.1%	9,970 SH	New
SPDR SERIES TRUST	ST STR P400MID	$770K	0.2%	12,212 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$5.1M	1.2%	56,957 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$4.2M	1.0%	34,493 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$2.2M	0.5%	36,596 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.8M	0.4%	19,482 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$429K	0.1%	1,853 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$5.8M	1.3%	108,955 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$224K	0.1%	5,986 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$677K	0.2%	888 SH	New
STRYKER CORPORATION	COM	$268K	0.1%Prev: 0.1%	973 SH	Decreased-95 SH
SYSCO CORP	COM	$214K	0.1%Prev: 0.1%	2,749 SH	Decreased-781 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.0M	1.2%	10,871 SH	New
TJX COS INC NEW	COM	$708K	0.2%Prev: 0.2%	5,348 SH	Decreased+187 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$224K	0.1%Prev: 0.1%	4,785 SH	Decreased+179 SH
VANGUARD INDEX FDS	GROWTH ETF	$729K	0.2%Prev: 0.2%	8,088 SH	Increased+6,752 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$365K	0.1%	1,868 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$298K	0.1%	3,796 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$586K	0.1%Prev: 0.2%	837 SH	Decreased-154 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$234K	0.1%	1,013 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$222K	0.1%	781 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	0.7%Prev: 0.5%	7,444 SH	Increased+2,497 SH
VANGUARD INDEX FDS	VALUE ETF	$282K	0.1%Prev: 0.1%	1,305 SH	Increased-138 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$313K	0.1%Prev: 0.1%	3,773 SH	Increased+238 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$451K	0.1%Prev: 0.1%	7,602 SH	Increased+1,251 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$251K	0.1%Prev: 0.1%	2,890 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$429K	0.1%Prev: 0.1%	1,840 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.3%Prev: 0.3%	17,884 SH	Increased+3,491 SH
VANGUARD WORLD FD	ENERGY ETF	$397K	0.1%Prev: 0.1%	2,305 SH	Increased-245 SH
VANGUARD WORLD FD	INF TECH ETF	$330K	0.1%Prev: 0.1%	2,628 SH	Decreased+2,040 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$805K	0.2%Prev: 0.3%	4,997 SH	Decreased-2,282 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$788K	0.2%Prev: 0.3%	8,504 SH	Decreased+5,793 SH
VISA INC	COM CL A	$3.1M	0.7%Prev: 0.8%	8,748 SH	Increased+758 SH
WALMART INC	COM	$1.7M	0.4%Prev: 0.5%	16,573 SH	Increased+726 SH
WASHINGTON TR BANCORP INC	COM	$281K	0.1%	7,390 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $482K
AMERICAN TOWER CORP NEW — $1.2M
BALL CORP — $433K
EBAY INC. — $908K
INVESCO EXCH TRD SLF IDX FD — $415K
ISHARES INC — $236K
ISHARES TR — $225K
ISHARES TR — $489K
ISHARES TR — $619K
ISHARES TR — $1.4M
ISHARES TR — $376K
ISHARES TR — $495K
ISHARES TR — $685K
JPMORGAN CHASE & CO. — $1.8M
MEDTRONIC PLC — $1.5M
ORACLE CORP — $1.0M
PROCTER AND GAMBLE CO — $291K
QUALCOMM INC — $1.0M
SELECT SECTOR SPDR TR — $5.7M
SELECT SECTOR SPDR TR — $1.5M
… and 23 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