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Compton Wealth Advisory Group, LLC
Compton Wealth Advisory Group, LLC is an independent Registered Investment Adviser based in Virginia Beach, VA. Founded to serve multi-generational families and individuals, the firm specializes in family wealth planning and asset protection strategies, emphasizing transparent, fiduciary, and independent advice. The company’s team of nine employees offers investment management and advisory services primarily to high-net-worth individuals, individuals, and charitable organizations.
Investment Strategy
Compton Wealth employs a disciplined, multi-generational family planning and asset protection approach, tailored to each client's unique goals. The firm is fully independent, acting as a fiduciary to place client interests first and providing transparent, fee-based advisory services. Their investment methodology focuses on a diversified mix of equity and ETF holdings with a long-term perspective, and they emphasize straightforward, honest client communication and risk-aware portfolio construction.
Latest 13F Filing Activity
Compton Wealth Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 83 equity positions with a total 13F market value of $432M. The fund increased holdings in Vanguard Intl Equity Index F, Apple Inc., Alphabet Inc. among other positions. Compton Wealth Advisory Group, LLC reduced exposure to Abbott Labs, Starbucks Corp., Gallagher Arthur J & Co. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 12.70% | $54.9M | 768,807 | $53.05 | $71.37 | +$3.8M |
I IWY | ISHARES TR | 7.58% | $32.8M | 119,680 | $139.65 | $273.65 | +$2.9M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.20% | $26.8M | 124,109 | $143.86 | $215.79 | +$1.4M |
V VTV | VANGUARD INDEX FDS | 5.09% | $22.0M | 118,031 | $129.90 | $186.49 | +$2.7M |
I IWX | ISHARES TR | 5.00% | $21.6M | 245,679 | $59.72 | $87.88 | +$735.0K |
Industry Allocation
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