Colton Groome Financial Advisors, LLC

13F filer · CIK 0001780330

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$414MU.S. long equity reported on 13F

Positions7210 new · 4 closed

Net flow last quarter+$6.77MBuys minus sells

Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202672 positions
AAAUGoldman Sachs Physical Gold ETF	$12.3M	2.97%	0.51%	+1.1%	Q2 2025
AAPLApple Inc.	$9.53M	2.30%	0.00%	+13.5%	Q4 2020
MSFTMicrosoft Corp	$6.68M	1.61%	0.00%	+4.5%	Q2 2021
KLACKla Corp	$6.19M	1.50%	0.00%	-1.1%	Q3 2023
AVGOBroadcom Inc.	$5.84M	1.41%	0.00%	+5.2%	Q3 2022
GOOGLAlphabet Inc.	$4.06M	0.98%	0.00%	+0.5%	Q1 2022
VVisa Inc.	$3.08M	0.74%	0.00%	-1.6%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$2.87M	0.69%	Not reported	+2.9%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.61M	0.63%	0.00%	+9.1%	Q1 2026
MRKMerck & Co., Inc.	$2.46M	0.59%	0.00%	+33.5%	Q2 2021
JPMJPMorgan Chase & Co	$2.24M	0.54%	0.00%	+8.2%	Q2 2021
BRK.BBerkshire Hathaway Inc	$1.95M	0.47%	Not reported	+92.3%	Q2 2021
WMTWalmart Inc.	$1.85M	0.45%	0.00%	+0.8%	Q2 2021
ETNEaton Corp plc	$1.73M	0.42%	0.00%	+6.5%	Q4 2023
NXPINXP Semiconductors N.V.	$1.64M	0.40%	0.00%	-2.9%	Q3 2023
AMGNAmgen Inc	$1.63M	0.39%	0.00%	-26.4%	Q1 2022
PNCPNC Financial Services Group, Inc.	$1.6M	0.39%	0.00%	+0.7%	Q2 2021
AMZNAmazon Com Inc	$1.57M	0.38%	0.00%	+2.2%	Q3 2021
QCOMQualcomm Inc	$1.46M	0.35%	0.00%	-8.3%	Q3 2024
BLKBlackRock, Inc.	$1.43M	0.35%	0.00%	+14.5%	Q1 2022
ABBVAbbVie Inc.	$1.39M	0.33%	0.00%	+359.3%	Q4 2025
SCHWSchwab Charles Corp	$1.19M	0.29%	0.00%	+13.5%	Q3 2022
GLDSPDR Gold Trust	$1.13M	0.27%	0.00%	+47.9%	Q2 2024
AMTAmerican Tower Corp	$1M	0.24%	0.00%	+1.3%	Q2 2024
GOOGAlphabet Inc.	$1M	0.24%	Not reported	+4.0%	Q2 2021
EMREmerson Electric Co	$959K	0.23%	0.00%	+1.7%	Q3 2024
PEPPepsico Inc	$839K	0.20%	0.00%	+5.8%	Q2 2021
SPMDSupermedia Inc.	$826K	0.20%	Not reported	+29.1%	Q4 2021
TJXTJX Companies Inc	$810K	0.20%	0.00%	+1.3%	Q1 2022
BRK.ABerkshire Hathaway Inc	$749K	0.18%	Not reported	Not reported	Q2 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$718K	0.17%	Not reported	-11.2%	Q2 2021
AFLAflac Inc	$682K	0.16%	0.00%	+0.1%	Q2 2025
MAMastercard Inc	$666K	0.16%	0.00%	+0.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$663K	0.16%	Not reported	+102.7%	Q1 2020
LOWLowes Companies Inc	$588K	0.14%	0.00%	+15.4%	Q1 2022
JNJJohnson & Johnson	$569K	0.14%	0.00%	+26.7%	Q2 2021
NVDANvidia Corp	$524K	0.13%	0.00%	+7.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$517K	0.12%	0.00%	+11.7%	Q2 2025
KOCoca Cola Co	$504K	0.12%	0.00%	+1.4%	Q2 2021
CSCOCisco Systems, Inc.	$501K	0.12%	0.00%	+0.2%	Q2 2021
XOMExxonMobil Holdings Corp	$489K	0.12%	0.00%	-4.9%	Q2 2021
SFSTSouthern First Bancshares Inc	$469K	0.11%	0.08%	Not reported	Q3 2024
ORCLOracle Corp	$468K	0.11%	0.00%	0.0%	Q1 2022
SPABASTROTECH Corp	$455K	0.11%	Not reported	+1.3%	Q1 2020
FCNCAFirst Citizens Bancshares Inc	$452K	0.11%	Not reported	Not reported	Q2 2024
CMICummins Inc	$414K	0.10%	0.00%	Not reported	Q3 2025
RVMDRevolution Medicines, Inc.	$375K	0.09%	0.00%	New	Q2 2026
SSBSouthState Bank Corp	$360K	0.09%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$352K	0.09%	0.00%	+2.4%	Q2 2021
AXPAmerican Express Co	$348K	0.08%	0.00%	+52.7%	Q1 2022

Q1 2026Reported Apr 30, 202666 positions
AAAUGoldman Sachs Physical Gold ETF	$14.2M	4.04%	0.50%	+8.6%	Q2 2025
AAPLApple Inc.	$7.36M	2.10%	0.00%	+1.4%	Q4 2020
MSFTMicrosoft Corp	$6.34M	1.80%	0.00%	+12.9%	Q2 2021
AVGOBroadcom Inc.	$4.55M	1.29%	0.00%	-15.6%	Q3 2022
GOOGLAlphabet Inc.	$3.25M	0.93%	0.00%	+2.2%	Q1 2022
KLACKla Corp	$3.05M	0.87%	0.00%	-23.4%	Q3 2023
VVisa Inc.	$2.75M	0.78%	0.00%	+3.2%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$2.18M	0.62%	Not reported	-2.0%	Q2 2019
AMGNAmgen Inc	$2.15M	0.61%	0.00%	+9.5%	Q1 2022
WMTWalmart Inc.	$2.02M	0.57%	0.00%	-2.0%	Q2 2021
JPMJPMorgan Chase & Co	$1.86M	0.53%	0.00%	+2.1%	Q2 2021
MRKMerck & Co., Inc.	$1.72M	0.49%	0.00%	+1.7%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.7M	0.48%	0.00%	New	Q1 2026
MDTMedtronic plc	$1.56M	0.44%	0.00%	+6.2%	Q2 2021
ETNEaton Corp plc	$1.36M	0.39%	0.00%	+4.9%	Q4 2023
AMZNAmazon Com Inc	$1.34M	0.38%	0.00%	+0.4%	Q3 2021
PNCPNC Financial Services Group, Inc.	$1.34M	0.38%	0.00%	+4.4%	Q2 2021
BLKBlackRock, Inc.	$1.25M	0.36%	0.00%	+3.8%	Q1 2022
NXPINXP Semiconductors N.V.	$1.18M	0.34%	0.00%	Not reported	Q3 2023
QCOMQualcomm Inc	$1.11M	0.31%	0.00%	+25.8%	Q3 2024
SCHWSchwab Charles Corp	$1.07M	0.30%	0.00%	+3.4%	Q3 2022
AMTAmerican Tower Corp	$1.05M	0.30%	0.00%	+15.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$973K	0.28%	Not reported	-4.2%	Q2 2021
PEPPepsico Inc	$909K	0.26%	0.00%	+4.5%	Q2 2021
GLDSPDR Gold Trust	$889K	0.25%	0.00%	-8.8%	Q2 2024
EMREmerson Electric Co	$863K	0.25%	0.00%	+17.0%	Q3 2024
TJXTJX Companies Inc	$843K	0.24%	0.00%	-0.9%	Q1 2022
GOOGAlphabet Inc.	$784K	0.22%	Not reported	-7.0%	Q2 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$759K	0.22%	Not reported	-5.4%	Q2 2021
BRK.ABerkshire Hathaway Inc	$718K	0.20%	Not reported	Not reported	Q2 2021
MAMastercard Inc	$645K	0.18%	0.00%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$638K	0.18%	0.00%	-0.3%	Q2 2021
AFLAflac Inc	$638K	0.18%	0.00%	-45.2%	Q2 2025
SPMDSupermedia Inc.	$561K	0.16%	Not reported	+0.1%	Q4 2021
LOWLowes Companies Inc	$547K	0.16%	0.00%	-4.5%	Q1 2022
ORCLOracle Corp	$470K	0.13%	0.00%	-13.4%	Q1 2022
KOCoca Cola Co	$465K	0.13%	0.00%	Not reported	Q2 2021
APDAir Products & Chemicals, Inc.	$459K	0.13%	0.00%	+12.5%	Q2 2025
SPABASTROTECH Corp	$451K	0.13%	Not reported	-38.9%	Q1 2020
JNJJohnson & Johnson	$432K	0.12%	0.00%	+0.3%	Q2 2021
ACNAccenture plc	$430K	0.12%	0.00%	New	Q1 2026
NVDANvidia Corp	$427K	0.12%	0.00%	-5.6%	Q4 2022
SFSTSouthern First Bancshares Inc	$418K	0.12%	0.09%	Not reported	Q3 2024
FCNCAFirst Citizens Bancshares Inc	$409K	0.12%	Not reported	Not reported	Q2 2024
METAMeta Platforms, Inc.	$370K	0.11%	Not reported	-2.3%	Q4 2023
ROSTRoss Stores, Inc.	$336K	0.10%	0.00%	Not reported	Q3 2025
PFEPfizer Inc	$333K	0.09%	0.00%	Not reported	Q2 2021
CSCOCisco Systems, Inc.	$331K	0.09%	0.00%	Not reported	Q2 2021
HDHome Depot, Inc.	$321K	0.09%	0.00%	+1.6%	Q2 2021
SYKStryker Corp	$320K	0.09%	0.00%	-2.5%	Q1 2022

Q4 2025Reported Feb 10, 202661 positions
AAAUGoldman Sachs Physical Gold ETF	$12M	3.45%	0.47%	+2.3%	Q2 2025
AAPLApple Inc.	$7.78M	2.23%	0.00%	+5.4%	Q4 2020
MSFTMicrosoft Corp	$7.33M	2.10%	0.00%	+9.1%	Q2 2021
AVGOBroadcom Inc.	$6.02M	1.73%	0.00%	+11.4%	Q3 2022
GOOGLAlphabet Inc.	$3.46M	0.99%	0.00%	+6.5%	Q1 2022
KLACKla Corp	$3.29M	0.94%	0.00%	+2.2%	Q3 2023
VVisa Inc.	$3.09M	0.89%	0.00%	+10.4%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$2.37M	0.68%	Not reported	-2.3%	Q2 2019
JPMJPMorgan Chase & Co	$2M	0.57%	0.00%	+9.1%	Q2 2021
WMTWalmart Inc.	$1.84M	0.53%	0.00%	+4.4%	Q2 2021
AMGNAmgen Inc	$1.83M	0.52%	0.00%	+3.0%	Q1 2022
MDTMedtronic plc	$1.63M	0.47%	0.00%	+4.5%	Q2 2021
AMZNAmazon Com Inc	$1.48M	0.43%	0.00%	+14.9%	Q3 2021
MRKMerck & Co., Inc.	$1.48M	0.43%	0.00%	+4.0%	Q2 2021
BLKBlackRock, Inc.	$1.34M	0.38%	0.00%	+14.3%	Q1 2022
PNCPNC Financial Services Group, Inc.	$1.29M	0.37%	0.00%	+6.9%	Q2 2021
AFLAflac Inc	$1.17M	0.34%	0.00%	+6.5%	Q2 2025
QCOMQualcomm Inc	$1.17M	0.33%	0.00%	+8.9%	Q3 2024
ETNEaton Corp plc	$1.15M	0.33%	0.00%	+3.2%	Q4 2023
SCHWSchwab Charles Corp	$1.1M	0.31%	0.00%	+10.0%	Q3 2022
BRK.BBerkshire Hathaway Inc	$1.07M	0.31%	Not reported	+104.7%	Q2 2021
AMTAmerican Tower Corp	$923K	0.26%	0.00%	-17.6%	Q2 2024
GOOGAlphabet Inc.	$922K	0.26%	Not reported	+78.0%	Q2 2021
EBAYEbay Inc	$901K	0.26%	0.00%	+3.6%	Q3 2024
GLDSPDR Gold Trust	$898K	0.26%	0.00%	+13.1%	Q2 2024
TJXTJX Companies Inc	$819K	0.23%	0.00%	+3.3%	Q1 2022
PEPPepsico Inc	$804K	0.23%	0.00%	+15.2%	Q2 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$792K	0.23%	Not reported	-23.1%	Q2 2021
BRK.ABerkshire Hathaway Inc	$755K	0.22%	Not reported	Not reported	Q2 2021
EMREmerson Electric Co	$748K	0.21%	0.00%	+17.6%	Q3 2024
SPABASTROTECH Corp	$743K	0.21%	Not reported	-7.3%	Q1 2020
MAMastercard Inc	$737K	0.21%	0.00%	+61.0%	Q2 2025
ORCLOracle Corp	$719K	0.21%	0.00%	+0.2%	Q1 2022
LOWLowes Companies Inc	$584K	0.17%	0.00%	+47.8%	Q1 2022
SPMDSupermedia Inc.	$548K	0.16%	Not reported	+1.0%	Q4 2021
NVDANvidia Corp	$484K	0.14%	0.00%	+9.0%	Q4 2022
FCNCAFirst Citizens Bancshares Inc	$466K	0.13%	Not reported	+8.5%	Q2 2024
XOMExxonMobil Holdings Corp	$454K	0.13%	0.00%	-6.9%	Q2 2021
BALLBALL Corp	$442K	0.13%	0.00%	-2.8%	Q2 2023
METAMeta Platforms, Inc.	$437K	0.13%	Not reported	+30.3%	Q4 2023
KOCoca Cola Co	$427K	0.12%	0.00%	+3.1%	Q2 2021
SFSTSouthern First Bancshares Inc	$395K	0.11%	0.09%	Not reported	Q3 2024
JNJJohnson & Johnson	$365K	0.10%	0.00%	+6.5%	Q2 2021
SYKStryker Corp	$351K	0.10%	0.00%	-6.6%	Q1 2022
APDAir Products & Chemicals, Inc.	$347K	0.10%	0.00%	-20.6%	Q2 2025
HDHome Depot, Inc.	$330K	0.09%	0.00%	+18.5%	Q2 2021
CSCOCisco Systems, Inc.	$328K	0.09%	0.00%	+25.5%	Q2 2021
IBMInternational Business Machines Corp	$302K	0.09%	0.00%	-7.6%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$300K	0.09%	Not reported	-4.1%	Q1 2020
CMICummins Inc	$296K	0.08%	0.00%	+1.8%	Q3 2025

Q3 2025Reported Oct 30, 202562 positions
AAAUGoldman Sachs Physical Gold ETF	$10.5M	3.23%	0.53%	+9.8%	Q2 2025
MSFTMicrosoft Corp	$7.2M	2.21%	0.00%	+0.5%	Q2 2021
AAPLApple Inc.	$6.91M	2.12%	0.00%	+1.9%	Q4 2020
AVGOBroadcom Inc.	$5.15M	1.58%	0.00%	-9.7%	Q3 2022
KLACKla Corp	$2.86M	0.88%	0.00%	-4.6%	Q3 2023
VVisa Inc.	$2.73M	0.84%	0.00%	+4.3%	Q2 2021
GOOGLAlphabet Inc.	$2.52M	0.77%	0.00%	+7.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.37M	0.73%	Not reported	+9.0%	Q2 2019
JPMJPMorgan Chase & Co	$1.79M	0.55%	0.00%	+1.5%	Q2 2021
WMTWalmart Inc.	$1.63M	0.50%	0.00%	+0.9%	Q2 2021
MDTMedtronic plc	$1.55M	0.47%	0.00%	+3.8%	Q2 2021
AMGNAmgen Inc	$1.53M	0.47%	0.00%	+3.8%	Q1 2022
ETNEaton Corp plc	$1.31M	0.40%	0.00%	+0.8%	Q4 2023
BLKBlackRock, Inc.	$1.28M	0.39%	0.00%	+0.9%	Q1 2022
AMZNAmazon Com Inc	$1.23M	0.38%	0.00%	+5.6%	Q3 2021
AMTAmerican Tower Corp	$1.23M	0.38%	0.00%	+4.7%	Q2 2024
PNCPNC Financial Services Group, Inc.	$1.16M	0.36%	0.00%	+0.8%	Q2 2021
MRKMerck & Co., Inc.	$1.14M	0.35%	0.00%	+11.5%	Q2 2021
AFLAflac Inc	$1.11M	0.34%	0.00%	Not reported	Q2 2025
QCOMQualcomm Inc	$1.04M	0.32%	0.00%	+3.4%	Q3 2024
ORCLOracle Corp	$1.04M	0.32%	0.00%	+5.1%	Q1 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$1M	0.31%	Not reported	-9.3%	Q2 2021
SCHWSchwab Charles Corp	$952K	0.29%	0.00%	+2.5%	Q3 2022
EBAYEbay Inc	$908K	0.28%	0.00%	-10.3%	Q3 2024
SPABASTROTECH Corp	$804K	0.25%	Not reported	+0.7%	Q1 2020
BRK.ABerkshire Hathaway Inc	$754K	0.23%	Not reported	Not reported	Q2 2021
TJXTJX Companies Inc	$746K	0.23%	0.00%	+0.7%	Q1 2022
GLDSPDR Gold Trust	$712K	0.22%	0.00%	+7.0%	Q2 2024
PEPPepsico Inc	$684K	0.21%	0.00%	-7.2%	Q2 2021
EMREmerson Electric Co	$629K	0.19%	0.00%	+4.0%	Q3 2024
SPMDSupermedia Inc.	$536K	0.16%	Not reported	+0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$520K	0.16%	Not reported	+11.4%	Q2 2021
APDAir Products & Chemicals, Inc.	$482K	0.15%	0.00%	+2.3%	Q2 2025
XOMExxonMobil Holdings Corp	$457K	0.14%	0.00%	+5.5%	Q2 2021
MAMastercard Inc	$456K	0.14%	0.00%	+8.2%	Q2 2025
NVDANvidia Corp	$444K	0.14%	0.00%	+58.8%	Q4 2022
BALLBALL Corp	$433K	0.13%	0.00%	+0.1%	Q2 2023
LOWLowes Companies Inc	$412K	0.13%	0.00%	-0.8%	Q1 2022
GOOGAlphabet Inc.	$402K	0.12%	Not reported	-5.2%	Q2 2021
SYKStryker Corp	$395K	0.12%	0.00%	+1.2%	Q1 2022
KOCoca Cola Co	$393K	0.12%	0.00%	+2.4%	Q2 2021
METAMeta Platforms, Inc.	$373K	0.11%	Not reported	+11.7%	Q4 2023
FCNCAFirst Citizens Bancshares Inc	$358K	0.11%	Not reported	Not reported	Q2 2024
SFSTSouthern First Bancshares Inc	$339K	0.10%	0.09%	Not reported	Q3 2024
HDHome Depot, Inc.	$328K	0.10%	0.00%	+4.1%	Q2 2021
IBMInternational Business Machines Corp	$312K	0.10%	0.00%	Not reported	Q2 2022
JNJJohnson & Johnson	$307K	0.09%	0.00%	+6.3%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$306K	0.09%	Not reported	-1.1%	Q1 2020
PFEPfizer Inc	$302K	0.09%	0.00%	Not reported	Q2 2021
PGPROCTER & GAMBLE Co	$291K	0.09%	0.00%	-5.0%	Q2 2021

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