IntrinsicIntrinsic
← Back to Institutions

Compton Wealth Advisory Group, LLC

86 holdingsFiling period: 2026-03-31Current AUM: $505.0Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VEUVANGUARD INTL EQUITY INDEX F745.7K$56.7M$62.6M12.39%-11,6722026-03-31
2IWYISHARES TR118.9K$29.8M$33.1M6.56%+6302026-03-31
3VIGVANGUARD SPECIALIZED FUNDS123.6K$26.7M$29.7M5.87%+3202026-03-31
4VTVVANGUARD INDEX FDS117.5K$23.1M$25.9M5.13%+12026-03-31
5IWXISHARES TR245.3K$22.8M$27.2M5.38%-4,7592026-03-31
6VBVANGUARD INDEX FDS77.9K$20.5M$23.1M4.58%+8262026-03-31
7RSPINVESCO EXCHANGE TRADED FD T98.7K$19.0M$21.3M4.22%+3862026-03-31
8AAPLAPPLE INC63.8K$16.3M$19.8M3.93%-3,7772026-03-31
9VOEVANGUARD INDEX FDS88.0K$16.3M$18.1M3.58%+4932026-03-31
10VCRBVANGUARD MALVERN FDS188.3K$14.5M$14.2M2.82%+10.1K2026-03-31
11GOOGLALPHABET INC43.0K$12.8M$15.8M3.13%-2142026-03-31
12VOTVANGUARD INDEX FDS46.3K$12.1M$13.9M2.75%+5472026-03-31
13VEAVANGUARD TAX-MANAGED FDS172.7K$11.2M$12.4M2.45%+37.2K2026-03-31
14AVGOBROADCOM INC32.3K$10.1M$12.7M2.52%-2,1452026-03-31
15VGSHVANGUARD SCOTTSDALE FDS161.0K$9.4M$9.3M1.85%+7.2K2026-03-31
16MSFTMICROSOFT CORP23.2K$8.6M$10.8M2.13%-392026-03-31
17JPMJPMORGAN CHASE & CO27.9K$8.2M$9.9M1.95%+3012026-03-31
18AMZNAMAZON COM INC38.7K$8.1M$10.6M2.10%+552026-03-31
19AKREPROFESIONALLY MANAGED PORTFO152.7K$8.0M$8.8M1.73%-8182026-03-31
20IVWISHARES TR57.0K$6.5M$7.8M1.55%+802026-03-31
21VWOVANGUARD INTL EQUITY INDEX F110.8K$6.0M$6.5M1.29%+31.5K2026-03-31
22BRK-BBERKSHIRE HATHAWAY INC DEL12.3K$5.9M$5.9M1.17%+892026-03-31
23VUGVANGUARD INDEX FDS13.3K$5.9M$6.9M1.36%-882026-03-31
24CATCATERPILLAR INC6.9K$5.1M$5.8M1.15%+2312026-03-31
25COSTCOSTCO WHOLESALE CORPORATION4.1K$4.0M$3.9M0.76%+542026-03-31
← Scroll →
Page 1 of 4