COLTON GROOME FINANCIAL ADVISORS, LLC

RIA/Wealth

COLTON GROOME FINANCIAL ADVISORS, LLC is a RIA/Wealth based in Asheville, NC led by George Tatum Groome, reporting $444.0M in AUM as of Q3 2025 with 82% ETF concentration, 52% concentrated in top 10 holdings, and 18% allocation to IVV.

CEOGeorge Tatum Groome

Portfolio Value: $325.9M
Positions: 137
Top Holding: IVV at 17.64%
Last Reported: Q3 2025

Address1127-b Hendersonville Road, Asheville, NC, 28803, United States

Top Holdings

Largest long holdings in COLTON GROOME FINANCIAL ADVISORS, LLC's portfolio (52.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$57.5M	17.64%	+$2.9M Bought	— 85.9K shares	Q4 2020 Held for 4y 11m
2 iShares MSCI EAFE EFA	ETF ETF	$24.1M	7.38%	+$1.6M Bought	— 257.6K shares	Q4 2020 Held for 4y 11m
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$22.1M	6.79%	+$1.3M Bought	— 220.8K shares	Q1 2020 Held for 5y 8m
4 iShares MSCI Emerging Markets EEM	ETF ETF	$14.6M	4.49%	+$1.2M Bought	— 273.9K shares	Q1 2021 Held for 4y 8m
5 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	ETF ETF	$11.1M	3.39%	+$1.1M Bought	— 204.4K shares	Q4 2024 Held for 11 months
6 AAAU Goldman Sachs Physical Gold ETF AAAU	ETF ETF	$10.5M	3.23%	+$939.8K Bought	— 276.6K shares	Q1 2025 Held for 8 months
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$9.6M	2.94%	+$258.2K Bought	— 146.6K shares	Q2 2019 Held for 6y 5m
8 iShares Aaa - A Rated Corporate Bond QLTA	ETF ETF	$7.2M	2.21%	+$221.5K Bought	— 148.5K shares	Q4 2022 Held for 2y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$7.2M	2.21%	+$35.7K Bought	0.00% 13.9K shares	Q2 2021 Held for 4y 5m
10 iShares Government/Credit Bond GBF	ETF ETF	$7.2M	2.20%	-$787.0K Sold	— 68.0K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in COLTON GROOME FINANCIAL ADVISORS, LLC's latest filing

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Market Value

$325.9M

Prior: $295.1M

Q/Q Change

+10.43%

+$30.8M

Net Flows % of MV

+3.19%

Turnover Ratio

3.42%

New Purchases

3 stocks

$694.4K

Added To

70 stocks

+$15.3M

Sold Out Of

4 stocks

$939.0K

Reduced Holdings

40 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 Cummins CMI	New	0 → 570.0 +$240.8K
2 Ross Stores ROST	New	0 → 1.6K +$236.2K
3 IAU iShares Gold Trust IAU	New	0 → 3.0K +$217.4K
4 Vanguard Total Stock Market VTI	+147.1%	2.0K → 4.9K +$966.5K
5 Vanguard Mega Cap Value MGV	+85.26%	3.9K → 7.3K +$461.4K

Decreased Positions

Position	Shares Δ	Change
1 Eli Lilly LLY	Sold	350.0 → 0 −$272.8K
2 UnitedHealth Group UNH	Sold	767.0 → 0 −$239.3K
3 Real Estate Select Sector SPDR Fund XLRE	Sold	5.3K → 0 −$220.3K
4 SPDR Portfolio Short Term Corporate Bond SPSB	Sold	6.8K → 0 −$206.5K
5 iShares U.S. Treasury Bond GOVT	-66.29%	63.6K → 21.4K −$974.0K