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Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
85
0 vs. Q4 2025
Portfolio value
$449.0M
−$8.53M (−1.9%) vs. Q4 2025
Filed
Apr 14, 2026
SEC
Holdings of Compton Wealth Advisory Group, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF745,670$56.7M12.6%−11,672−1.5%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF118,862$29.8M6.6%+630+0.5%Added–
Vanguard Dividend Appreciation ETF921908844ETF123,646$26.7M5.9%+320+0.3%Added–
Vanguard Morningstar Value ETF922908744ETF117,468$23.1M5.1%+10.0%Added–
iShares Tr464289420RUS TP200 VL ETF245,302$22.8M5.1%−4,759−1.9%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF77,948$20.5M4.6%+826+1.1%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT98,705$19.0M4.2%+386+0.4%Added–
AAPLApple Inc.Stock63,790$16.3M3.6%−3,777−5.6%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF88,024$16.3M3.6%+493+0.6%Added–
Vanguard Malvern FDS922020748CORE BD ETF188,341$14.5M3.2%+10,100+5.7%Added–
GOOGLAlphabet Inc.Stock42,986$12.8M2.8%−214−0.5%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF46,341$12.1M2.7%+547+1.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF172,662$11.2M2.5%+37,200+27.5%Added–
AVGOBroadcom Inc.Stock32,331$10.1M2.3%−2,145−6.2%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS161,013$9.39M2.1%+7,158+4.7%Added–
MSFTMicrosoft CorpStock23,199$8.57M1.9%−39−0.2%ReducedHistory
JPMJPMorgan Chase & CoStock27,900$8.24M1.8%+301+1.1%AddedHistory
AMZNAmazon Com IncStock38,680$8.14M1.8%+55+0.1%AddedHistory
Profesionally Managed Portfo74316P579AKRE FOCUS ETF152,654$8.04M1.8%−818−0.5%Reduced–
iShares S&P 500 Growth ETF464287309ETF57,025$6.54M1.5%+80+0.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF110,817$6.01M1.3%+31,500+39.7%Added–
BRK.BBerkshire Hathaway IncStock12,301$5.89M1.3%+89+0.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF13,277$5.86M1.3%−88−0.7%Reduced–
CATCaterpillar IncStock6,941$5.07M1.1%+231+3.4%AddedHistory
COSTCostco Wholesale CorpStock4,051$4.04M0.9%+54+1.4%AddedHistory
WMTWalmart Inc.Stock30,013$3.74M0.8%+241+0.8%AddedHistory
DLTRDollar Tree, Inc.COM33,413$3.63M0.8%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock17,029$3.48M0.8%+311+1.9%AddedHistory
VVisa Inc.Stock11,565$3.45M0.8%+402+3.6%AddedHistory
ABBVAbbVie Inc.Stock15,095$3.25M0.7%+3,256+27.5%AddedHistory
LLYEli Lilly & CoStock3,339$3.19M0.7%+623+22.9%AddedHistory
CVXChevron CorpStock14,125$2.79M0.6%+562+4.1%AddedHistory
BACBank of America CorpStock54,883$2.70M0.6%−1,996−3.5%ReducedHistory
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR47,500$2.64M0.6%00.0%Unchanged–
MSMorgan StanleyStock15,832$2.63M0.6%+1,956+14.1%AddedHistory
CSCOCisco Systems, Inc.Stock30,595$2.38M0.5%+10.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF3,872$2.33M0.5%−174−4.3%Reduced–
MMM3M CoStock15,838$2.30M0.5%+3,347+26.8%AddedHistory
ORCLOracle CorpStock15,080$2.19M0.5%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock7,326$2.16M0.5%−800−9.8%ReducedHistory
iShares Tr464289446RUS TOP 200 ETF12,672$2.05M0.5%−225−1.7%Reduced–
MRKMerck & Co., Inc.Stock16,512$2.00M0.4%+1,546+10.3%AddedHistory
JNJJohnson & JohnsonStock7,972$1.95M0.4%−4−0.1%ReducedHistory
HDHome Depot, Inc.Stock5,854$1.93M0.4%−1,675−22.2%ReducedHistory
UNHUnitedHealth Group IncStock6,841$1.87M0.4%−1,350−16.5%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,547$1.86M0.4%00.0%Unchanged–
CRMSalesforce, Inc.Stock9,487$1.77M0.4%+101+1.1%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF5,378$1.64M0.4%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF15,952$1.56M0.3%+51+0.3%Added–
PEPPepsiCo IncStock9,572$1.48M0.3%−1,842−16.1%ReducedHistory
MAMastercard IncStock2,991$1.47M0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock2,263$1.40M0.3%−1,007−30.8%ReducedHistory
KLACKLA CorpCOM NEW725$1.10M0.2%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF2,347$1.01M0.2%00.0%Unchanged–
PGProcter & Gamble CoStock6,589$949.4K0.2%−2,820−30.0%ReducedHistory
ADBEAdobe Inc.Stock3,574$862.7K0.2%−950−21.0%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,287$847.1K0.2%00.0%Unchanged–
NEENextera Energy IncStock9,100$844.9K0.2%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF8,099$824.0K0.2%00.0%Unchanged–
CIENCiena CorpCOM NEW1,746$725.3K0.2%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock2,781$724.6K0.2%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock7,740$712.9K0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,397$690.9K0.2%−552−28.3%ReducedHistory
AEISAdvanced Energy Industries IncCOM2,040$679.0K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock7,649$581.9K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,571$555.0K0.1%00.0%UnchangedHistory
IAUiShares Gold TrustETF5,622$504.2K0.1%+520+10.2%AddedHistory
ANAutonation, Inc.COM2,518$498.5K0.1%00.0%UnchangedHistory
GPIGroup 1 Automotive IncCOM1,301$430.4K0.1%00.0%UnchangedHistory
WMWaste Management IncStock1,862$430.2K0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF5,165$369.1K0.1%00.0%Unchanged–
GLWCorning IncCOM2,550$363.1K0.1%00.0%UnchangedHistory
UBSUBS Group AGStock8,780$348.9K0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM10,007$339.7K0.1%00.0%Unchanged–
MANHManhattan Associates IncStock2,463$330.8K0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,255$329.4K0.1%00.0%Unchanged–
NSCNorfolk Southern CorpStock1,073$308.0K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,910$307.1K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock1,396$266.3K0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock873$263.2K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,268$248.9K0.1%−43−3.3%ReducedHistory
NVDANVIDIA CorpStock1,404$246.8K0.1%−95−6.3%ReducedHistory
DHIHorton D R IncCOM1,539$212.8K<0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF1,403$207.6K<0.1%00.0%Unchanged–
TJXTJX Companies IncStock1,262$204.4K<0.1%−200−13.7%ReducedHistory