Notify me when COLTON GROOME FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 137 | $348,844,189 | +$35,715,933 | -$12,022,482 | +$23,693,451 | IVV, EFA, AGG, EEM, IGIB | 13F-HR | 10 Feb 2026, 11:42 |
| Q3 2025 | 137 | $325,915,941 | +$16,682,743 | -$5,639,067 | +$11,043,676 | IVV, EFA, AGG, EEM, IGIB | 13F-HR | 30 Oct 2025, 11:47 |
| Q2 2025 | 135 | $295,131,804 | +$25,966,963 | -$8,257,298 | +$17,709,665 | IVV, EFA, AGG, EEM, IGIB | 13F-HR | 16 Jul 2025, 08:37 |
| Q1 2025 | 123 | $257,687,408 | +$29,852,274 | -$29,221,787 | +$630,487 | IVV, EFA, AGG, EEM, GBF | 13F-HR | 15 May 2025, 11:22 |
| Q4 2024 | 119 | $261,624,232 | +$18,831,364 | -$20,551,489 | -$1,720,125 | IVV, EFA, AGG, EEM, IJH | 13F-HR | 23 Jan 2025, 14:21 |
| Q3 2024 | 126 | $267,332,397 | +$11,856,554 | -$9,310,140 | +$2,546,414 | IVV, EFA, AGG, EEM, IJH | 13F-HR | 24 Oct 2024, 15:48 |
| Q2 2024 | 123 | $253,661,339 | +$14,573,367 | -$14,461,794 | +$111,573 | IVV, EFA, AGG, EEM, IJH | 13F-HR | 24 Jul 2024, 13:25 |
| Q1 2024 | 118 | $248,798,158 | +$21,805,976 | -$10,033,088 | +$11,772,888 | IVV, EFA, AGG, EEM, IJH | 13F-HR | 18 Apr 2024, 15:55 |
| Q4 2023 | 122 | $229,189,964 | +$37,199,923 | -$26,131,179 | +$11,068,744 | IVV, EFA, AGG, EEM, QLTA | 13F-HR | 31 Jan 2024, 15:53 |
| Q3 2023 | 108 | $199,720,631 | +$21,442,311 | -$27,094,777 | -$5,652,466 | IVV, AGG, EFA, EEM, IJH | 13F-HR | 23 Oct 2023, 14:46 |
| Q2 2023 | 118 | $213,340,667 | +$36,384,249 | -$41,975,811 | -$5,591,562 | IVV, EFA, AGG, QUAL, SPYG | 13F-HR | 27 Jul 2023, 11:34 |
| Q1 2023 | 121 | $209,698,767 | +$78,235,508 | -$80,057,974 | -$1,822,466 | IVV, QQQ, EFA, SPYV, QUAL | 13F-HR | 17 Apr 2023, 16:18 |
| Q4 2022 | 122 | $203,931,693 | +$40,516,117 | -$42,638,852 | -$2,122,735 | SCHO, IVV, IJH, IJR, EFA | 13F-HR | 25 Jan 2023, 11:49 |
| Q3 2022 | 114 | $196,126,000 | +$35,777,105 | -$29,230,261 | +$6,546,844 | SCHO, IVV, SPTM, IJH, AGG | 13F-HR | 20 Oct 2022, 16:52 |
| Q2 2022 | 107 | $199,998,000 | +$63,930,693 | -$54,589,508 | +$9,341,185 | SCHO, IVV, SCHV, RSP, QQQ | 13F-HR | 26 Jul 2022, 11:42 |
| Q1 2022 | 108 | $216,213,000 | +$64,200,155 | -$78,304,750 | -$14,104,595 | IVV, QQQ, RSP, SCHV, SPDW | 13F-HR | 18 Apr 2022, 15:14 |
| Q4 2021 | 109 | $246,056,000 | +$47,526,783 | -$45,966,698 | +$1,560,085 | IVV, QQQ, RSP, SCHG, USMV | 13F-HR | 19 Jan 2022, 14:10 |
| Q3 2021 | 101 | $229,880,000 | +$41,514,050 | -$29,219,350 | +$12,294,700 | QUAL, QQQ, RSP, MTUM, USMV | 13F-HR | 18 Oct 2021, 10:45 |
| Q2 2021 | 99 | $218,365,000 | +$81,230,773 | -$48,561,421 | +$32,669,352 | DVY, SCHV, QQQ, RSP, SPDW | 13F-HR | 21 Jul 2021, 11:19 |
| Q1 2021 | 68 | $179,009,000 | +$51,571,969 | -$33,331,263 | +$18,240,706 | IJH, IWM, RSP, DVY, SPDW | 13F-HR | 21 Apr 2021, 13:32 |
| Q4 2020 | 61 | $155,153,000 | +$47,171,805 | -$47,823,440 | -$651,635 | IJH, QUAL, SCHG, EWJ, SCHV | 13F-HR | 19 Jan 2021, 16:20 |
| Q3 2020 | 55 | $142,465,000 | +$31,634,060 | -$33,312,407 | -$1,678,347 | SPDW, SCHG, AGGY, QQQ, IJH | 13F-HR | 23 Oct 2020, 10:50 |
| Q2 2020 | 55 | $137,529,000 | +$61,813,082 | -$54,455,524 | +$7,357,558 | SCHV, SPDW, SCHG, AGGY, SCHO | 13F-HR | 14 Jul 2020, 17:08 |
| Q1 2020 | 60 | $120,874,000 | +$68,348,643 | -$69,991,762 | -$1,643,119 | SCHO, QQQ, AGGY, SCHG, QUAL | 13F-HR | 13 Apr 2020, 15:03 |
| Q4 2019 | 58 | $139,548,000 | +$9,591,650 | -$8,622,204 | +$969,446 | SCHV, SPDW, AGGY, QQQ, QUAL | 13F-HR | 21 Jan 2020, 09:56 |
| Q3 2019 | 59 | $135,329,000 | +$62,786,119 | -$55,555,793 | +$7,230,326 | SCHV, SPDW, AGGY, LGLV, SCHG | 13F-HR | 12 Nov 2019, 15:28 |
| Q2 2019 | 48 | $124,791,000 | $0 | $0 | $0 | SCHG, FXI, SCHV, QUAL, DGRW | 13F-HR | 19 Jul 2019, 14:44 |