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Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
83
+2 vs. Q2 2025
Portfolio value
$432.0M
+$36.7M (+9.3%) vs. Q2 2025
Filed
Oct 9, 2025
SEC
Holdings of Compton Wealth Advisory Group, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF768,807$54.9M12.7%+9,011+1.2%Added–
iShares Russell Top 200 Growth ETF464289438ETF119,680$32.8M7.6%−1,585−1.3%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF124,109$26.8M6.2%+170.0%Added–
Vanguard Morningstar Value ETF922908744ETF118,031$22.0M5.1%+8,890+8.1%Added–
iShares Tr464289420RUS TP200 VL ETF245,679$21.6M5.0%−2,038−0.8%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF78,810$20.0M4.6%+1,432+1.9%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT98,561$18.7M4.3%+866+0.9%Added–
AAPLApple Inc.Stock63,621$16.2M3.7%−539−0.8%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF87,677$15.3M3.5%+71+0.1%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF46,545$13.7M3.2%−376−0.8%Reduced–
MSFTMicrosoft CorpStock23,375$12.1M2.8%−117−0.5%ReducedHistory
AVGOBroadcom Inc.Stock34,575$11.4M2.6%−164−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock43,550$10.6M2.5%+71+0.2%AddedHistory
Vanguard Malvern FDS922020748CORE BD ETF121,763$9.55M2.2%+22,462+22.6%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS158,547$9.33M2.2%−3,185−2.0%Reduced–
JPMJPMorgan Chase & CoStock27,799$8.77M2.0%−973−3.4%ReducedHistory
AMZNAmazon Com IncStock38,605$8.48M2.0%+683+1.8%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF130,272$7.81M1.8%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF14,551$6.98M1.6%+2,404+19.8%Added–
iShares S&P 500 Growth ETF464287309ETF56,945$6.87M1.6%+336+0.6%Added–
BRK.BBerkshire Hathaway IncStock12,237$6.15M1.4%+149+1.2%AddedHistory
ORCLOracle CorpStock15,080$4.24M1.0%−1,000−6.2%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF76,537$4.15M1.0%00.0%Unchanged–
TMUST-Mobile US, Inc.Stock16,868$4.04M0.9%+713+4.4%AddedHistory
VVisa Inc.Stock11,113$3.79M0.9%+109+1.0%AddedHistory
COSTCostco Wholesale CorpStock3,907$3.62M0.8%−20−0.5%ReducedHistory
WMTWalmart Inc.Stock32,332$3.33M0.8%+133+0.4%AddedHistory
CATCaterpillar IncStock6,810$3.25M0.8%+277+4.2%AddedHistory
DLTRDollar Tree, Inc.COM33,413$3.15M0.7%−1,148−3.3%ReducedHistory
HDHome Depot, Inc.Stock7,528$3.05M0.7%−23−0.3%ReducedHistory
BACBank of America CorpStock56,877$2.93M0.7%−883−1.5%ReducedHistory
UNHUnitedHealth Group IncStock8,340$2.88M0.7%−65−0.8%ReducedHistory
ABBVAbbVie Inc.Stock11,769$2.73M0.6%+202+1.7%AddedHistory
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR47,500$2.42M0.6%00.0%Unchanged–
CRMSalesforce, Inc.Stock9,692$2.30M0.5%+972+11.1%AddedHistory
Vanguard S&P 500 ETF922908363ETF3,714$2.27M0.5%+1,156+45.2%Added–
MSMorgan StanleyStock14,125$2.25M0.5%+50.0%AddedHistory
CVXChevron CorpStock13,800$2.14M0.5%+313+2.3%AddedHistory
iShares Tr464289446RUS TOP 200 ETF12,897$2.14M0.5%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock30,593$2.09M0.5%+381+1.3%AddedHistory
LLYEli Lilly & CoStock2,605$1.99M0.5%+1,235+90.1%AddedHistory
GOOGAlphabet Inc.Stock7,926$1.93M0.4%+280+3.7%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,547$1.78M0.4%00.0%Unchanged–
MAMastercard IncStock2,891$1.64M0.4%+98+3.5%AddedHistory
PEPPepsiCo IncStock11,694$1.64M0.4%+10+0.1%AddedHistory
LMTLockheed Martin CorpStock3,270$1.63M0.4%+92+2.9%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF5,378$1.60M0.4%00.0%Unchanged–
ADBEAdobe Inc.Stock4,534$1.60M0.4%+60+1.3%AddedHistory
iShares Russell Midcap ETF464287499ETF15,900$1.54M0.4%+76+0.5%Added–
MMM3M CoStock9,700$1.51M0.3%+6,516+204.6%AddedHistory
PGProcter & Gamble CoStock9,408$1.45M0.3%+960+11.4%AddedHistory
JNJJohnson & JohnsonStock7,776$1.44M0.3%+237+3.1%AddedHistory
MRKMerck & Co., Inc.Stock13,419$1.13M0.3%+501+3.9%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF2,347$1.10M0.3%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock1,956$948.9K0.2%+192+10.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,287$861.6K0.2%00.0%Unchanged–
ORLYO Reilly Automotive IncStock7,740$834.4K0.2%00.0%UnchangedHistory
KLACKLA CorpCOM NEW725$782.0K0.2%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF8,099$776.6K0.2%+95+1.2%Added–
ITWIllinois Tool Works IncStock2,781$725.2K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock9,100$687.0K0.2%00.0%UnchangedHistory
GPIGroup 1 Automotive IncCOM1,301$569.2K0.1%00.0%UnchangedHistory
ANAutonation, Inc.COM2,518$550.9K0.1%−233−8.5%ReducedHistory
KOCoca Cola CoStock7,649$507.3K0.1%00.0%UnchangedHistory
MANHManhattan Associates IncStock2,463$504.9K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,571$443.3K0.1%−675−30.1%ReducedHistory
WMWaste Management IncStock1,862$411.3K0.1%−133−6.7%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF5,165$374.1K0.1%00.0%Unchanged–
UBSUBS Group AGStock8,780$360.0K0.1%00.0%UnchangedHistory
IAUiShares Gold TrustETF4,814$350.3K0.1%−225−4.5%ReducedHistory
AEISAdvanced Energy Industries IncCOM2,040$347.1K0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM10,007$345.9K0.1%00.0%Unchanged–
NVDANVIDIA CorpStock1,799$335.7K0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,073$322.3K0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,255$319.1K0.1%00.0%Unchanged–
AXPAmerican Express CoStock873$290.0K0.1%+80+10.1%AddedHistory
DHRDanaher CorpStock1,396$276.8K0.1%00.0%UnchangedHistory
DHIHorton D R IncCOM1,539$260.8K0.1%+1,539NewHistory
CIENCiena CorpCOM NEW1,746$254.3K0.1%+1,746NewHistory
TXNTexas Instruments IncStock1,311$240.9K0.1%−428−24.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,910$215.3K<0.1%+1,910NewHistory
TJXTJX Companies IncStock1,462$211.3K<0.1%+1,462NewHistory
GLWCorning IncCOM2,550$209.2K<0.1%+2,550NewHistory

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Compton Wealth Advisory Group, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ABTAbbott LaboratoriesStock6,437$875.5K0.2%History
SBUXStarbucks CorpStock6,934$635.4K0.2%History
AJGArthur J. Gallagher & Co.COM1,109$355.0K0.1%History