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Portfolio (Quarterly) Guide ↗

Compton Wealth Advisory Group, LLC

· CIK 0001761044
13F Portfolio $495M AUM 83 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 Added 24 Reduced 2 Exited
Page 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWL ISHARES TR 12,652.0 $2.3M 0.47% $184.70 +2.2%
42 ORCL ORACLE CORP Technology 15,080.0 $2.1M 0.43% $142.50 -0.0%
43 MRK MERCK & CO INC Healthcare 16,503.0 $2.1M 0.42% $125.37 +20.2%
44 HD HOME DEPOT INC Consumer Cyclical 5,851.0 $2.1M 0.41% $350.83 -3.8%
45 JNJ JOHNSON & JOHNSON Healthcare 8,023.0 $2.0M 0.41% +51.0 +0.6% $253.99 +7.5%
46 VBR VANGUARD INDEX FDS 8,362.0 $2.0M 0.41% -185.0 -2.2% $242.74 +2.3%
47 VBK VANGUARD INDEX FDS 5,378.0 $1.9M 0.39% $362.32 -2.1%
48 KLAC KLA CORP Technology 7,250.0 $1.9M 0.39% +7K +900.0% $266.19 -31.8%
49 IWR ISHARES TR 15,953.0 $1.8M 0.35% $110.18 +2.6%
50 MA MASTERCARD INCORPORATED Financial Services 2,989.0 $1.6M 0.32% $522.38 +14.8%
51 CRM SALESFORCE INC Technology 9,425.0 $1.5M 0.31% -62.0 -0.7% $163.23 +28.1%
52 PEP PEPSICO INC Consumer Defensive 9,563.0 $1.3M 0.27% $141.17 +2.5%
53 LMT LOCKHEED MARTIN CORP Industrials 2,262.0 $1.2M 0.24% $521.93 +8.1%
54 IWF ISHARES TR 9,387.0 $1.2M 0.23% +7K +300.0% $123.02 -1.6%
55 PG PROCTER & GAMBLE CO Consumer Defensive 6,586.0 $971K 0.20% $147.42 -0.6%
56 IVV ISHARES TR 1,287.0 $964K 0.20% $749.28 +2.4%
57 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 25,092.0 $921K 0.19% +15K +150.7% $36.69 +3.1%
58 IJK ISHARES TR 7,134.0 $828K 0.17% -965.0 -11.9% $116.07 -1.5%
59 CIEN CIENA CORP Technology 1,746.0 $807K 0.16% $462.44 -19.6%
60 NEE NEXTERA ENERGY INC Utilities 9,260.0 $800K 0.16% +160.0 +1.8% $86.37 -2.6%
Page 3 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 15.4%
Communication Services 12.0%
Healthcare 10.7%
Consumer Defensive 9.2%
Consumer Cyclical 8.6%
Industrials 8.3%
Energy 1.7%
Utilities 0.5%