Long-term investor
Colton Groome Financial Advisors, LLC @coltongroomefinancialadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001780330).
Record
- Tracked since 2025-06-30 (441 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 43% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 17.1% · long · since 2025-06-30
- EFA · 7.8% · long · since 2025-06-30
- AGG · 6.5% · long · since 2025-06-30
- EEM · 5.2% · long · since 2025-06-30
- IGIB · 3.4% · long · since 2025-06-30
- IJH · 3.2% · long · since 2025-06-30
- AAAU · 3.0% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- XLY · 2.0% · long · since 2025-06-30
- QLTA · 1.8% · long · since 2025-06-30
- XLK · 1.7% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30