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Connor Thiel

Colton Groome Financial Advisors, Llc

Assets Managed
$413.63M
Holdings
164
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.77%(2Q avg: 9.23%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Colton Groome Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Colton Groome Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 413.63M in assets, with a quarterly growth rate of 17.77% and a 2-quarter average growth rate of 9.23%. The portfolio is managed by Connor Thiel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.19%
17.1%
$70.717M
94,430 shares@ $748.89 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 6.59%
7.84%
$32.393M
311,828 shares@ $103.88 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.2%
6.48%
$26.778M
270,541 shares@ $98.98 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 3.62%
5.22%
$21.577M
315,410 shares@ $68.41 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 6.15%
3.36%
$13.889M
261,214 shares@ $53.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3.57%
3.21%
$13.274M
172,145 shares@ $77.11 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
Increased 1.05%
2.98%
$12.29M
310,579 shares@ $39.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.51%
2.31%
$9.526M
32,923 shares@ $289.36 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 3.07%
2.04%
$8.409M
71,701 shares@ $117.29 avg price
QLTA
Ishares Aaa - A Rated Corpor
Recent Activity
Increased 0.58%
1.83%
$7.541M
158,695 shares@ $47.53 avg price

1-10 of 164