Colton Groome Financial Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 162 separate positions held by the firm, managed by Investment & Financial Planning Analyst Connor Thiel.
The portfolio is heavily diversified across a wide range of asset classes, including individual equities, exchange-traded funds (ETFs), and precious metals. The largest individual equity position is in Apple Inc., with 12,112,959 shares. Other notable individual stock holdings include Microsoft Corporation (9,178,083 shares), NVIDIA Corporation (647,137 shares), and Berkshire Hathaway Inc. Class B (1,945,540 shares).
ETFs comprise a significant portion of the portfolio. The firm holds substantial positions in the iShares Core S&P 500 ETF (77,923,232 shares) and the iShares MSCI EAFE ETF (34,369,587 shares). The firm also holds significant exposure to gold through the Goldman Sachs Physical Gold Unit (12,679,974 shares) and the SPDR Gold Trust (1,161,632 shares).
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or investment power reported for any of the holdings.
