{"url":"https://nivawealth.com/firms/compton-wealth-advisory-group-281732","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281732","regulatoryAum":800333362,"crd":"281732","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4132908","suffix":null,"lastName":"COMPTON","firstName":"MARK","middleName":"ALAN"},{"crd":"2971649","suffix":null,"lastName":"FULTON","firstName":"ROBERT","middleName":"JUSTIN"},{"crd":"6504880","suffix":"Jr.","lastName":"STIFFLER","firstName":"TIMOTHY","middleName":"JOHN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":531089344,"clients":134,"employees":6,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":578249406,"clients":165,"employees":8,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":506557415,"clients":188,"employees":8,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":637181649,"clients":194,"employees":9,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":720063815,"clients":231,"employees":9,"offices":1},{"filedOn":"2026-06-30","regulatoryAum":800333362,"clients":232,"employees":10,"offices":1}],"secFileNumber":"801-107239","legalName":"Compton Wealth Advisory Group, LLC","displayName":"Compton Wealth Advisory Group","slug":"compton-wealth-advisory-group-281732","website":"https://comptonwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2009","organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1 Columbus Center, 283 Constitution Drive, Suite 100","city":"Virginia Beach","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23462"},"tradeNames":[],"registration":{"secApproved":"1 April 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3668319.7009803923,"staff":{"employees":10,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":800333362,"discretionary":649736139,"discretionaryAccounts":455,"nonDiscretionary":150597223,"nonDiscretionaryAccounts":50,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":92,"regulatoryAum":25793527},{"label":"High-net-worth individuals","clients":112,"regulatoryAum":722543692},{"label":"Charitable organizations","clients":8,"regulatoryAum":49106292},{"label":"Corporations and other businesses","clients":20,"regulatoryAum":2889851}],"feePrograms":[{"role":"main","program":"Investment Advisory and Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","versionId":1024293,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25","fee_rate_low":0.7,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Services","summary":"Family office services are charged under a separate written agreement at a tiered 0.20% to 0.65% of average daily assets under management during the previous quarter.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","versionId":1024293,"submittedOn":"2026-03-24","documentName":"COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25"},{"role":"other","program":"Stand-Alone Financial Planning and Consulting","summary":"Stand-alone financial planning and consulting is billed at $150 to $450 an hour, negotiable depending on the scope and complexity of the service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","versionId":1024293,"submittedOn":"2026-03-24","documentName":"COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:15:13.810393+00:00","documents":[{"name":"COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","versionId":1024293,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":786366211}],"custodyNote":"Compton Wealth Advisory Group has custody of $283M for 88 clients.","otherCustodians":[],"leadership":[{"name":"Shannon Geyer","title":"Chief Financial Officer","crd":"6719355"},{"name":"Nancy Renshaw","title":"Chief Compliance Officer","crd":"2667562"},{"name":"Mark Compton","title":"Managing Member","crd":"4132908"}],"ownership":[{"label":"Mark Compton","detail":"Managing member in the 75% or more ownership band and a control person, since February 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"1 Columbus Center, 283 Constitution Drive, Suite 100","city":"Virginia Beach","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-351-0741","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":31},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":47},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":7},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":1,"detail":"Annuity Products"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281732/PDF/281732.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Compton Wealth Advisory Group have?","answer":"Compton Wealth Advisory Group has 232 clients and manages $800 million for them, as of June 2026. They include 112 high-net-worth individuals, 92 individual clients, and 20 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Compton Wealth Advisory Group offer?","answer":"Compton Wealth Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Compton Wealth Advisory Group charge?","answer":"Compton Wealth Advisory Group charges 0.70%–1.00% a year for its Investment Advisory and Management Services. The fee is billed in arrears and is negotiable.","source":"COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Compton Wealth Advisory Group use?","answer":"Compton Wealth Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $786M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Compton Wealth Advisory Group have?","answer":"Compton Wealth Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Compton Wealth Advisory Group invest in?","answer":"At the end of its last fiscal year, Compton Wealth Advisory Group’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 8% cash and equivalents, 7% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuity Products.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Compton Wealth Advisory Group?","answer":"Compton Wealth Advisory Group’s direct owner is Mark Compton (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Compton Wealth Advisory Group get paid?","answer":"Compton Wealth Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Compton Wealth Advisory Group?","answer":"Compton Wealth Advisory Group’s main office is at 1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462. Its phone number is 757-351-0741. Its website is comptonwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/compton-wealth-advisory-group-281732/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1761044/000176104426000009/0001761044-26-000009-index.html","totalValue":495429961,"positionCount":83,"top10Share":0.5444786937300305,"top10":[{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":60537949,"shares":731842,"shareType":"SH","priorValue":56738058,"priorShares":745670},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":33791403,"shares":117409,"shareType":"SH","priorValue":29834291,"priorShares":118862},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":29126155,"shares":123176,"shareType":"SH","priorValue":26667931,"priorShares":123646},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 VL ETF","cusip":"464289420","value":25345651,"shares":239223,"shareType":"SH","priorValue":22847426,"priorShares":245302},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":25184326,"shares":115854,"shareType":"SH","priorValue":23102469,"priorShares":117468},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":23450270,"shares":77776,"shareType":"SH","priorValue":20532402,"priorShares":77948},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":20664613,"shares":96831,"shareType":"SH","priorValue":19004728,"priorShares":98705},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":18486572,"shares":62798,"shareType":"SH","priorValue":16306604,"priorShares":63790},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":17352873,"shares":87530,"shareType":"SH","priorValue":16253664,"priorShares":88024},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":15811246,"shares":205822,"shareType":"SH","priorValue":14526742,"priorShares":188341}],"positionsListed":83,"positions":[{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":60537949,"shares":731842,"shareType":"SH","priorValue":56738058,"priorShares":745670},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":33791403,"shares":117409,"shareType":"SH","priorValue":29834291,"priorShares":118862},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":29126155,"shares":123176,"shareType":"SH","priorValue":26667931,"priorShares":123646},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 VL ETF","cusip":"464289420","value":25345651,"shares":239223,"shareType":"SH","priorValue":22847426,"priorShares":245302},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":25184326,"shares":115854,"shareType":"SH","priorValue":23102469,"priorShares":117468},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":23450270,"shares":77776,"shareType":"SH","priorValue":20532402,"priorShares":77948},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":20664613,"shares":96831,"shareType":"SH","priorValue":19004728,"priorShares":98705},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":18486572,"shares":62798,"shareType":"SH","priorValue":16306604,"priorShares":63790},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":17352873,"shares":87530,"shareType":"SH","priorValue":16253664,"priorShares":88024},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":15811246,"shares":205822,"shareType":"SH","priorValue":14526742,"priorShares":188341},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":15408825,"shares":42659,"shareType":"SH","priorValue":12783490,"priorShares":42986},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":14147478,"shares":46550,"shareType":"SH","priorValue":12074080,"priorShares":46341},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":12148498,"shares":172662,"shareType":"SH","priorValue":11247203,"priorShares":172662},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":11879868,"shares":32165,"shareType":"SH","priorValue":10135411,"priorShares":32331},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":9931002,"shares":171165,"shareType":"SH","priorValue":9393518,"priorShares":161013},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":9339046,"shares":38639,"shareType":"SH","priorValue":8144848,"priorShares":38680},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":9304138,"shares":27851,"shareType":"SH","priorValue":8241098,"priorShares":27900},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":8884334,"shares":23119,"shareType":"SH","priorValue":8568960,"priorShares":23199},{"issuer":"PROFESIONALLY MANAGED PORTFO","titleOfClass":"AKRE FOCUS ETF","cusip":"74316P579","value":8264688,"shares":152654,"shareType":"SH","priorValue":8044866,"priorShares":152654},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":7536050,"shares":55056,"shareType":"SH","priorValue":6535623,"priorShares":57025},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":6870837,"shares":6930,"shareType":"SH","priorValue":5069347,"priorShares":6941},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":6732947,"shares":78136,"shareType":"SH","priorValue":5862393,"priorShares":13277},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":6473457,"shares":109312,"shareType":"SH","priorValue":6007390,"priorShares":110817},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":6150300,"shares":12307,"shareType":"SH","priorValue":5886029,"priorShares":12301},{"issuer":"DOLLAR TREE INC","titleOfClass":"COM","cusip":"256746108","value":4047985,"shares":33413,"shareType":"SH","priorValue":3631993,"priorShares":33413},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":4036831,"shares":11498,"shareType":"SH","priorValue":3452310,"priorShares":11565},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":3979352,"shares":3339,"shareType":"SH","priorValue":3187224,"priorShares":3339},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":3789570,"shares":15094,"shareType":"SH","priorValue":3245148,"priorShares":15095},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3743104,"shares":4048,"shareType":"SH","priorValue":4037067,"priorShares":4051},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":3587474,"shares":30660,"shareType":"SH","priorValue":2384252,"priorShares":30595},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":3325773,"shares":15698,"shareType":"SH","priorValue":2630824,"priorShares":15832},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":3264470,"shares":29999,"shareType":"SH","priorValue":3743775,"priorShares":30013},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":3201635,"shares":54860,"shareType":"SH","priorValue":2704062,"priorShares":54883},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP400 PR","cusip":"46137V217","value":3019095,"shares":47500,"shareType":"SH","priorValue":2636725,"priorShares":47500},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":2908541,"shares":6819,"shareType":"SH","priorValue":1874217,"priorShares":6841},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":2907913,"shares":16803,"shareType":"SH","priorValue":3478190,"priorShares":17029},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":2700257,"shares":3939,"shareType":"SH","priorValue":2332180,"priorShares":3872},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2621902,"shares":7326,"shareType":"SH","priorValue":2160437,"priorShares":7326},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":2495713,"shares":15602,"shareType":"SH","priorValue":2300521,"priorShares":15838},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":2345886,"shares":14158,"shareType":"SH","priorValue":2788464,"priorShares":14125},{"issuer":"ISHARES TR","titleOfClass":"RUS TOP 200 ETF","cusip":"464289446","value":2336887,"shares":12652,"shareType":"SH","priorValue":2050765,"priorShares":12672},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":2148900,"shares":15080,"shareType":"SH","priorValue":2190068,"priorShares":15080},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":2069018,"shares":16503,"shareType":"SH","priorValue":1995351,"priorShares":16512},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":2052703,"shares":5851,"shareType":"SH","priorValue":1929116,"priorShares":5854},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":2037726,"shares":8023,"shareType":"SH","priorValue":1946075,"priorShares":7972},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":2029792,"shares":8362,"shareType":"SH","priorValue":1864443,"priorShares":8547},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":1948557,"shares":5378,"shareType":"SH","priorValue":1639322,"priorShares":5378},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":1929878,"shares":7250,"shareType":"SH","priorValue":1101884,"priorShares":725},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":1757691,"shares":15953,"shareType":"SH","priorValue":1561859,"priorShares":15952},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":1561391,"shares":2989,"shareType":"SH","priorValue":1470339,"priorShares":2991},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":1538435,"shares":9425,"shareType":"SH","priorValue":1766787,"priorShares":9487},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":1349978,"shares":9563,"shareType":"SH","priorValue":1480244,"priorShares":9572},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":1180602,"shares":2262,"shareType":"SH","priorValue":1397924,"priorShares":2263},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1154762,"shares":9387,"shareType":"SH","priorValue":1009375,"priorShares":2347},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":970937,"shares":6586,"shareType":"SH","priorValue":949448,"priorShares":6589},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":964325,"shares":1287,"shareType":"SH","priorValue":847128,"priorShares":1287},{"issuer":"TOWNEBANK PORTSMOUTH VA","titleOfClass":"COM","cusip":"89214P109","value":920625,"shares":25092,"shareType":"SH","priorValue":339738,"priorShares":10007},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":828057,"shares":7134,"shareType":"SH","priorValue":824004,"priorShares":8099},{"issuer":"CIENA CORP","titleOfClass":"COM NEW","cusip":"171779309","value":807420,"shares":1746,"shareType":"SH","priorValue":725271,"priorShares":1746},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":799786,"shares":9260,"shareType":"SH","priorValue":844935,"priorShares":9100},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":748006,"shares":2781,"shareType":"SH","priorValue":724562,"priorShares":2781},{"issuer":"ADVANCED ENERGY INDS","titleOfClass":"COM","cusip":"007973100","value":726954,"shares":2040,"shareType":"SH","priorValue":678953,"priorShares":2040},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":717421,"shares":7740,"shareType":"SH","priorValue":712854,"priorShares":7740},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":715671,"shares":1394,"shareType":"SH","priorValue":690946,"priorShares":1397},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":621755,"shares":7649,"shareType":"SH","priorValue":581905,"priorShares":7649},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":591588,"shares":2804,"shareType":"SH","priorValue":862656,"priorShares":3574},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":567649,"shares":1571,"shareType":"SH","priorValue":555003,"priorShares":1571},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":562607,"shares":2550,"shareType":"SH","priorValue":363069,"priorShares":2550},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":467382,"shares":6153,"shareType":"SH","priorValue":504181,"priorShares":5622},{"issuer":"UBS GROUP AG","titleOfClass":"SHS","cusip":"H42097107","value":436542,"shares":8780,"shareType":"SH","priorValue":348917,"priorShares":8780},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":422205,"shares":5165,"shareType":"SH","priorValue":369061,"priorShares":5165},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":384949,"shares":1290,"shareType":"SH","priorValue":248908,"priorShares":1268},{"issuer":"GROUP 1 AUTOMOTIVE INC","titleOfClass":"COM","cusip":"398905109","value":372867,"shares":1301,"shareType":"SH","priorValue":430358,"priorShares":1301},{"issuer":"AUTONATION INC","titleOfClass":"COM","cusip":"05329W102","value":354467,"shares":1923,"shareType":"SH","priorValue":498488,"priorShares":2518},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":352803,"shares":1106,"shareType":"SH","priorValue":307951,"priorShares":1073},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":346504,"shares":1955,"shareType":"SH","priorValue":329410,"priorShares":2255},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":316472,"shares":1412,"shareType":"SH","priorValue":430195,"priorShares":1862},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":270433,"shares":1396,"shareType":"SH","priorValue":266343,"priorShares":1396},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":269004,"shares":773,"shareType":"SH","priorValue":263166,"priorShares":873},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":268788,"shares":1360,"shareType":"SH","priorValue":246823,"priorShares":1404},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":266671,"shares":1957,"shareType":"SH","priorValue":307055,"priorShares":1910},{"issuer":"D R HORTON INC","titleOfClass":"COM","cusip":"23331A109","value":241715,"shares":1539,"shareType":"SH","priorValue":212767,"priorShares":1539},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":222011,"shares":1403,"shareType":"SH","priorValue":207574,"priorShares":1403}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}