COLTON GROOME FINANCIAL ADVISORS, LLC - Portfolio overview

COLTON GROOME FINANCIAL ADVISORS, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.94%
2. EFA - ISHARES TR, 7.90%
3. AGG - ISHARES TR, 7.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.