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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $489M AUM 161 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 51 Added 67 Reduced 3 Exited
Page 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSJQ INVESCO EXCH TRD SLF IDX FD 666,309.0 $15.3M 3.13% -93K -12.2% $22.95 -0.3%
2 AVEM AMERICAN CENTY ETF TR 102,043.0 $9.8M 2.01% -2K -1.9% $96.49 -3.5%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,432.0 $9.3M 1.90% -445.0 -3.5% $746.77 +2.2%
4 VOO VANGUARD INDEX FDS 12,613.0 $8.7M 1.77% -131.0 -1.0% $686.78 +2.2%
5 VBR VANGUARD INDEX FDS 35,395.0 $8.6M 1.76% -770.0 -2.1% $242.99 +2.2%
6 DFAS DIMENSIONAL ETF TRUST 85,628.0 $7.1M 1.44% -1K -1.5% $82.34 +0.3%
7 AAPL APPLE INC Technology 12,144.0 $3.5M 0.72% -263.0 -2.1% $289.37 +7.2%
8 GOOGL ALPHABET INC Communication Services 8,682.0 $3.1M 0.63% -329.0 -3.6% $357.38 -2.6%
9 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,984.0 $3.1M 0.62% -122.0 -1.7% $437.64 -14.7%
10 IXUS ISHARES TR 29,800.0 $2.8M 0.58% -676.0 -2.2% $95.44 +2.1%
11 DFIV DIMENSIONAL ETF TRUST 50,807.0 $2.7M 0.56% -930.0 -1.8% $54.02 +7.8%
12 NVDA NVIDIA CORPORATION Technology 13,109.0 $2.6M 0.54% -229.0 -1.7% $200.09 +4.2%
13 AVDE AMERICAN CENTY ETF TR 25,622.0 $2.3M 0.47% -191.0 -0.7% $89.20 +5.4%
14 MSFT MICROSOFT CORP Technology 5,884.0 $2.2M 0.45% -421.0 -6.7% $373.02 +30.6%
15 SCHM SCHWAB STRATEGIC TR 55,883.0 $2.1M 0.42% -890.0 -1.6% $36.87 -2.9%
16 AMZN AMAZON COM INC Consumer Cyclical 7,762.0 $1.8M 0.38% -165.0 -2.1% $238.34 +10.0%
17 SCHQ SCHWAB STRATEGIC TR 56,305.0 $1.8M 0.36% -23K -29.0% $31.30 -3.9%
18 BKLC BNY MELLON ETF TRUST 11,657.0 $1.7M 0.34% -1K -9.2% $47.80 +2.1%
19 BKAG BNY MELLON ETF TRUST 35,488.0 $1.5M 0.30% -9K -20.2% $41.95 -1.4%
20 MU MICRON TECHNOLOGY INC Technology 1,255.0 $1.4M 0.30% -101.0 -7.5% $1154.29 -21.1%
Page 1 of 4  ·  67 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
Financial Services 30.3%
Technology 26.7%
Energy 11.0%
Healthcare 8.2%
Communication Services 7.3%
Industrials 7.3%
Consumer Cyclical 5.1%
Consumer Defensive 2.4%
Utilities 1.0%
Basic Materials 0.5%