Loading…
CIK 0001761044 • 6 13F filings • Apr 29, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("compton-wealth-advisory-group-llc-0001761044-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.1M | 0.3% | 8,248 SH | |
| ABBVIE INC | COM | $2.4M | 0.7% | 11,448 SH | |
| ADOBE INC | COM | $1.8M | 0.5% | 4,683 SH | |
| ALPHABET INC | CAP STK CL A | $6.7M | 1.8% | 43,011 SH | |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.3% | 7,646 SH | |
| AMAZON COM INC | COM | $7.1M | 2.0% | 37,359 SH | |
| AMERICAN EXPRESS CO | COM | $211K | 0.1% | 786 SH | |
| AMGEN INC | COM | $700K | 0.2% | 2,246 SH | |
| APPLE INC | COM | $14.1M | 3.9% | 63,683 SH | |
| AUTONATION INC | COM | $445K | 0.1% | 2,751 SH | |
| BANK AMERICA CORP | COM | $2.5M | 0.7% | 59,845 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.3M | 1.7% | 11,738 SH | |
| BROADCOM INC | COM | $6.0M | 1.7% | 35,553 SH | |
| CATERPILLAR INC | COM | $2.1M | 0.6% | 6,440 SH | |
| CHEVRON CORP NEW | COM | $2.3M | 0.6% | 13,532 SH | |
| CISCO SYS INC | COM | $1.9M | 0.5% | 30,251 SH | |
| COCA COLA CO | COM | $530K | 0.1% | 7,395 SH | |
| COSTCO WHSL CORP NEW | COM | $3.7M | 1.0% | 3,880 SH | |
| DANAHER CORPORATION | COM | $286K | 0.1% | 1,396 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $312K | 0.1% | 5,165 SH | |
| DOLLAR TREE INC | COM | $2.6M | 0.7% | 34,413 SH | |
| ELI LILLY & CO | COM | $970K | 0.3% | 1,174 SH | |
| EXXON MOBIL CORP | COM | $216K | 0.1% | 1,812 SH | |
| GALLAGHER ARTHUR J & CO | COM | $383K | 0.1% | 1,109 SH | |
| GROUP 1 AUTOMOTIVE INC | COM | $497K | 0.1% | 1,301 SH | |
| HOME DEPOT INC | COM | $3.0M | 0.8% | 8,159 SH | |
| ILLINOIS TOOL WKS INC | COM | $690K | 0.2% | 2,781 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | $2.1M | 0.6% | 47,500 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.7M | 4.1% | 84,649 SH | |
| ISHARES GOLD TR | ISHARES NEW | $297K | 0.1% | 5,039 SH | |
| ISHARES TR | CORE S&P500 ETF | $723K | 0.2% | 1,287 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $847K | 0.2% | 2,347 SH | |
| ISHARES TR | RUS MID CAP ETF | $1.3M | 0.4% | 15,768 SH | |
| ISHARES TR | RUS TOP 200 ETF | $2.2M | 0.6% | 16,054 SH | |
| ISHARES TR | RUS TP200 GR ETF | $25.9M | 7.2% | 123,004 SH | |
| ISHARES TR | RUS TP200 VL ETF | $20.3M | 5.6% | 246,480 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $6.1M | 1.7% | 65,471 SH | |
| ISHARES TR | S&P MC 400GR ETF | $694K | 0.2% | 8,339 SH | |
| ISHARES TR | S&P SML 600 GWT | $230K | 0.1% | 1,845 SH | |
| JOHNSON & JOHNSON | COM | $1.2M | 0.3% | 7,530 SH | |
| JPMORGAN CHASE & CO. | COM | $7.0M | 2.0% | 28,715 SH | |
| KLA CORP | COM NEW | $493K | 0.1% | 725 SH | |
| LOCKHEED MARTIN CORP | COM | $1.7M | 0.5% | 3,840 SH | |
| MANHATTAN ASSOCIATES INC | COM | $426K | 0.1% | 2,463 SH | |
| MASTERCARD INCORPORATED | CL A | $1.5M | 0.4% | 2,787 SH | |
| MERCK & CO INC | COM | $1.4M | 0.4% | 15,162 SH | |
| MICROSOFT CORP | COM | $8.8M | 2.4% | 23,365 SH | |
| MORGAN STANLEY | COM NEW | $1.6M | 0.4% | 13,412 SH | |
| NEXTERA ENERGY INC | COM | $645K | 0.2% | 9,100 SH | |
| NORFOLK SOUTHN CORP | COM | $307K | 0.1% | 1,298 SH | |
| NVIDIA CORPORATION | COM | $223K | 0.1% | 2,053 SH | |
| ORACLE CORP | COM | $2.2M | 0.6% | 16,080 SH | |
| OREILLY AUTOMOTIVE INC | COM | $739K | 0.2% | 516 SH | |
| PEPSICO INC | COM | $1.9M | 0.5% | 12,831 SH | |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.4% | 8,957 SH | |
| SALESFORCE INC | COM | $2.2M | 0.6% | 8,289 SH | |
| STARBUCKS CORP | COM | $896K | 0.2% | 9,135 SH | |
| T-MOBILE US INC | COM | $4.2M | 1.2% | 15,801 SH | |
| TEXAS INSTRS INC | COM | $311K | 0.1% | 1,731 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.0M | 0.3% | 2,026 SH | |
| TJX COS INC NEW | COM | $202K | 0.1% | 1,660 SH | |
| TOWNEBANK PORTSMOUTH VA | COM | $342K | 0.1% | 10,007 SH | |
| UBS GROUP AG | SHS | $269K | 0.1% | 8,780 SH | |
| UNITEDHEALTH GROUP INC | COM | $4.4M | 1.2% | 8,464 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $4.1M | 1.1% | 11,141 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $11.4M | 3.1% | 46,396 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $13.7M | 3.8% | 85,225 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $929K | 0.3% | 1,808 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.6M | 0.4% | 8,432 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.2M | 4.5% | 72,939 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.4M | 0.4% | 5,378 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $18.4M | 5.1% | 106,669 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $45.7M | 12.7% | 752,982 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.5M | 1.0% | 77,152 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $5.9M | 1.6% | 75,610 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.4M | 2.6% | 159,773 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $23.8M | 6.6% | 122,901 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.6M | 1.8% | 130,272 SH | |
| VISA INC | COM CL A | $3.9M | 1.1% | 11,002 SH | |
| WALMART INC | COM | $2.7M | 0.8% | 31,217 SH | |
| WASTE MGMT INC DEL | COM | $462K | 0.1% | 1,995 SH |
| Q3 2025 |
| 13F-HR |
| 0001761044-25-000014 |
| $432.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001761044-26-000009 | $495.4M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001761044-25-000012 | $395.3M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001761044-26-000005 | $449.0M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001761044-25-000008 | $360.4M | View |