Holdings of Compton Wealth Advisory Group, LLC
82 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 56.1 % of the equity sleeve
Sector breakdown
- Technology 10.4 %
- Financials 5.6 %
- Communication 4.2 %
- Consumer discretionary 3.4 %
- Health care 3.1 %
- Consumer staples 2.5 %
- Industrials 2.3 %
- Funds 1.3 %
- Utilities 0.2 %
- Energy 0.1 %
- Unattributed 66.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 82 | 438M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard FTSE All-World ex-US ETF | 745,670 | 56.7M $ | |
| 2 | iShares Russell Top 200 Growth | 118,862 | 29.8M $ | |
| 3 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 123,646 | 26.7M $ | |
| 4 | Vanguard Value ETF | 117,468 | 23.1M $ | |
| 5 | iShares Trust | 245,302 | 22.8M $ | |
| 6 | Vanguard Small-Cap ETF | 77,948 | 20.5M $ | |
| 7 | Invesco S&P 500 Equal Weight ETF | 98,705 | 19M $ | |
| 8 | Apple Inc | 63,790 | 16.3M $ | |
| 9 | Vanguard Index Funds | 88,024 | 16.3M $ | |
| 10 | Vanguard Core Bond ETF | 188,341 | 14.5M $ | |
| 11 | Alphabet Inc | 42,986 | 12.8M $ | |
| 12 | Vanguard Mid-Cap Growth ETF | 46,341 | 12.1M $ | |
| 13 | Vanguard FTSE Developed Markets ETF | 172,662 | 11.2M $ | |
| 14 | Broadcom Inc | 32,331 | 10.1M $ | |
| 15 | Vanguard Scottsdale Funds | 161,013 | 9.4M $ | |
| 16 | Microsoft Corp | 23,199 | 8.6M $ | |
| 17 | JPMorgan Chase & Co | 27,900 | 8.2M $ | |
| 18 | Amazon.com Inc | 38,680 | 8.1M $ | |
| 19 | iShares Trust | 57,025 | 6.5M $ | |
| 20 | Vanguard International Equity Index Funds | 110,817 | 6M $ | |
| 21 | Berkshire Hathaway Inc | 12,301 | 5.9M $ | |
| 22 | Vanguard Growth ETF | 13,277 | 5.9M $ | |
| 23 | Caterpillar Inc | 6,941 | 5.1M $ | |
| 24 | Costco Wholesale Corp | 4,051 | 4M $ | |
| 25 | Walmart Inc | 30,013 | 3.7M $ | |
| 26 | Dollar Tree Inc | 33,413 | 3.6M $ | |
| 27 | T-Mobile US Inc | 17,029 | 3.5M $ | |
| 28 | Visa Inc | 11,565 | 3.5M $ | |
| 29 | AbbVie Inc | 15,095 | 3.2M $ | |
| 30 | Eli Lilly & Co | 3,339 | 3.2M $ | |
| 31 | Chevron Corp | 14,125 | 2.8M $ | |
| 32 | Bank of America Corp | 54,883 | 2.7M $ | |
| 33 | Morgan Stanley | 15,832 | 2.6M $ | |
| 34 | Cisco Systems, Inc. | 30,595 | 2.4M $ | |
| 35 | Vanguard S&P 500 ETF | 3,872 | 2.3M $ | |
| 36 | 3M Co | 15,838 | 2.3M $ | |
| 37 | Oracle Corp | 15,080 | 2.2M $ | |
| 38 | Alphabet Inc | 7,326 | 2.2M $ | |
| 39 | iShares Trust | 12,672 | 2.1M $ | |
| 40 | Merck & Co Inc | 16,512 | 2M $ | |
| 41 | Johnson & Johnson | 7,972 | 1.9M $ | |
| 42 | Home Depot Inc/The | 5,854 | 1.9M $ | |
| 43 | UnitedHealth Group Inc | 6,841 | 1.9M $ | |
| 44 | Vanguard Index Funds | 8,547 | 1.9M $ | |
| 45 | Salesforce Inc | 9,487 | 1.8M $ | |
| 46 | Vanguard Index Funds | 5,378 | 1.6M $ | |
| 47 | iShares Trust | 15,952 | 1.6M $ | |
| 48 | PepsiCo Inc | 9,572 | 1.5M $ | |
| 49 | Mastercard Inc | 2,991 | 1.5M $ | |
| 50 | Lockheed Martin Corp | 2,263 | 1.4M $ | |
| 51 | KLA Corp | 725 | 1.1M $ | |
| 52 | iShares Russell 1000 Growth ETF | 2,347 | 1M $ | |
| 53 | Procter & Gamble Co/The | 6,589 | 949.4K $ | |
| 54 | Adobe Inc | 3,574 | 862.7K $ | |
| 55 | iShares Core S&P 500 ETF | 1,287 | 847.1K $ | |
| 56 | NextEra Energy Inc | 9,100 | 844.9K $ | |
| 57 | iShares S&P Mid-Cap 400 Growth ETF | 8,099 | 824K $ | |
| 58 | Ciena Corp | 1,746 | 725.3K $ | |
| 59 | Illinois Tool Works Inc | 2,781 | 724.6K $ | |
| 60 | O'Reilly Automotive Inc | 7,740 | 712.9K $ | |
| 61 | Thermo Fisher Scientific Inc | 1,397 | 690.9K $ | |
| 62 | Advanced Energy Industries Inc | 2,040 | 679K $ | |
| 63 | Coca-Cola Co/The | 7,649 | 581.9K $ | |
| 64 | Amgen Inc | 1,571 | 555K $ | |
| 65 | Ishares Gold Trust | 5,622 | 504.2K $ | |
| 66 | AutoNation Inc | 2,518 | 498.5K $ | |
| 67 | Group 1 Automotive Inc | 1,301 | 430.4K $ | |
| 68 | Waste Management Inc | 1,862 | 430.2K $ | |
| 69 | Dimensional ETF Trust | 5,165 | 369.1K $ | |
| 70 | Corning Inc | 2,550 | 363.1K $ | |
| 71 | Towne Bank/Portsmouth VA | 10,007 | 339.7K $ | |
| 72 | Manhattan Associates Inc | 2,463 | 330.8K $ | |
| 73 | iShares S&P Small-Cap 600 Growth ETF | 2,255 | 329.4K $ | |
| 74 | Norfolk Southern Corp | 1,073 | 308K $ | |
| 75 | Exxon Mobil Corp | 1,910 | 307.1K $ | |
| 76 | Danaher Corp | 1,396 | 266.3K $ | |
| 77 | American Express Co | 873 | 263.2K $ | |
| 78 | Texas Instruments Inc | 1,268 | 248.9K $ | |
| 79 | NVIDIA Corp | 1,404 | 246.8K $ | |
| 80 | DR Horton Inc | 1,539 | 212.8K $ | |
| 81 | Vanguard High Dividend Yield E | 1,403 | 207.6K $ | |
| 82 | TJX Cos Inc/The | 1,262 | 204.5K $ | |