COLTON GROOME FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Asheville, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,630
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 164 | 413,630 | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC |
| Q1 2026 | 4/30/2026 | 137 | 351,242 | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC |
| Q4 2025 | 2/10/2026 | 137 | 348,844 | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC |
| Q3 2025 | 10/30/2025 | 137 | 325,916 | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC |
| Q2 2025 | 7/16/2025 | 135 | 295,132 | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.01 K | 22.7% | 14.91 K | 0 | 14.91 K |
| ETFs | 314.1 K | 75.9% | 46.67 K | 0 | 46.67 K |
| Debt | 5.53 K | 1.3% | 804 | 0 | 804 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
413,630
Holdings
164
QoQ value change ($000)
62,388
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.