COLTON GROOME FINANCIAL ADVISORS, LLC quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1780330): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alaethes Wealth, LLC | United States | $0.351B | 124 |
| Trinity Financial Advisors LLC | United States | $0.351B | 89 |
| Cypress Capital, LLC | United States | $0.351B | 95 |
| Enavate Sciences GP, LLC | United States | $0.352B | 7 |
| HTG Investment Advisors, Inc. | United States | $0.352B | 85 |
| Vision Retirement, LLC | United States | $0.352B | 649 |
| Legacy Wealth Management, LLC / MS | United States | $0.351B | 106 |
| FIDUCIARY FAMILY OFFICE, LLC | United States | $0.351B | 179 |
| ACORN CAPITAL ADVISORS, LLC | United States | $0.352B | 22 |
| Brown Miller Wealth Management, LLC | United States | $0.352B | 270 |