1y return+16.6%S&P 500 +20.9%
3y return+46.7%S&P 500 +68.5%
5y return+40.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $167 against $255 in the S&P 500.2
Colton Groome Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $70.7M | 17.1% | +1.2% |
| EFAIshares Tr | $32.4M | 7.8% | +6.6% |
| AGGIshares Tr | $26.8M | 6.5% | +1.2% |
| EEMIshares Tr | $21.6M | 5.2% | +3.6% |
| IGIBIshares Tr | $13.9M | 3.4% | +6.1% |
| IJHIshares Tr | $13.3M | 3.2% | +3.6% |
| AAAUGoldman Sachs Physical Gold | $12.3M | 3.0% | +1.0% |
| AAPLApple Inc | $9.5M | 2.3% | +13.5% |
| XLYSelect Sector Spdr Tr | $8.4M | 2.0% | +3.1% |
| QLTAIshares Tr | $7.5M | 1.8% | |
| XLKSelect Sector Spdr Tr | $7.2M | 1.7% | +15.0% |
| MSFTMicrosoft Corp | $6.7M | 1.6% | +4.5% |
| KLACKla Corp | $6.2M | 1.5% | +888.6% |
| SPSMSpdr Series Trust | $5.9M | 1.4% | +7.0% |
| XLCSelect Sector Spdr Tr | $5.9M | 1.4% | +8.0% |
| AVGOBroadcom Inc | $5.8M | 1.4% | +5.2% |
| XLISelect Sector Spdr Tr | $5.7M | 1.4% | +5.3% |
| SPDWSpdr Index Shs Fds | $5.1M | 1.2% | +10.0% |
| SPYMSpdr Series Trust | $4.9M | 1.2% | +4.1% |
| SPYGSpdr Series Trust | $4.2M | 1.0% | −3.3% |
| IBTIIshares Tr | $4.1M | 1.0% | −13.4% |
| GOOGLAlphabet Inc | $4.1M | 1.0% | |
| XLVSelect Sector Spdr Tr | $4.0M | 1.0% | +3.1% |
| EMBIshares Tr | $3.9M | 0.9% | |
| EWCIshares Inc | $3.9M | 0.9% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $5.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $2.9M |
| XLKSelect Sector Spdr Tr | December 31, 2020 | +193.1% | $7.2M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $4.1M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $2.2M |
| SPYGSpdr Series Trust | September 30, 2022 | +137.5% | $4.2M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $9.5M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $13.3M |
| SPYVSpdr Series Trust | June 30, 2020 | +109.8% | $2.3M |
| SPYMSpdr Series Trust | September 30, 2022 | +109.3% | $4.9M |
Sold off last quarter
- Medtronic PLCCUSIP G5960L103 was $1.6M
- Accenture PLC IrelandCUSIP G1151C101 was $430K
- CVXChevron Corporation was $212K
- COSTCostco Wholesale Corporation was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.4% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Colton Groome Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1780330&type=13F-HR&dateb=&owner=include&count=40CIK 1780330
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1780330/000178033026000004/Filed July 22, 2026 · accession 0001780330-26-000004