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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $444M AUM 156 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 38 Added 87 Reduced 7 Exited
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSV ISHARES TR 9,593.0 $981K 0.22% -4K -26.7% $102.25 +6.7%
42 JPM JPMORGAN CHASE & CO. Financial Services 3,180.0 $935K 0.21% -159.0 -4.8% $294.16 +2.7%
43 DFAI DIMENSIONAL ETF TRUST 23,301.0 $908K 0.20% -354.0 -1.5% $38.96 +6.2%
44 VOT VANGUARD INDEX FDS 3,441.0 $886K 0.20% -1K -24.5% $257.35 +10.9%
45 VIS VANGUARD WORLD FD 2,829.0 $883K 0.20% -300.0 -9.6% $312.22 +6.9%
46 VLO VALERO ENERGY CORP Energy 3,549.0 $877K 0.20% -2K -32.4% $247.08 +3.3%
47 CVX CHEVRON CORP NEW Energy 4,218.0 $873K 0.20% -517.0 -10.9% $206.92 -6.7%
48 RSP INVESCO EXCHANGE TRADED FD T 4,133.0 $793K 0.18% -191.0 -4.4% $191.92 +5.9%
49 MA MASTERCARD INCORPORATED Financial Services 1,566.0 $782K 0.18% -44.0 -2.7% $499.66 -1.2%
50 IJR ISHARES TR 6,265.0 $779K 0.17% -90.0 -1.4% $124.31 +8.8%
51 IWD ISHARES TR 3,548.0 $758K 0.17% -242.0 -6.4% $213.67 +9.1%
52 SCHC SCHWAB STRATEGIC TR 15,730.0 $735K 0.17% -392.0 -2.4% $46.74 +6.7%
53 VEU VANGUARD INTL EQUITY INDEX F 8,460.0 $635K 0.14% -500.0 -5.6% $75.10 +9.1%
54 IUSG ISHARES TR 4,046.0 $628K 0.14% -135.0 -3.2% $155.11 +19.7%
55 VWO VANGUARD INTL EQUITY INDEX F 11,500.0 $622K 0.14% -6K -35.0% $54.05 +8.3%
56 BERKSHIRE HATHAWAY INC DEL 1,289.0 $618K 0.14% -18.0 -1.4% $479.20
57 JNJ JOHNSON & JOHNSON Healthcare 2,421.0 $592K 0.13% -120.0 -4.7% $244.44 -6.0%
58 URI UNITED RENTALS INC Industrials 805.0 $586K 0.13% -42.0 -5.0% $728.56 +28.3%
59 WMT WALMART INC Consumer Defensive 4,165.0 $518K 0.12% -2K -27.1% $124.28 +6.5%
60 V VISA INC Financial Services 1,558.0 $471K 0.11% -101.0 -6.1% $302.24 +9.1%
Page 3 of 5  ·  87 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 30.5%
Technology 21.7%
Energy 13.8%
Communication Services 8.8%
Healthcare 8.4%
Industrials 6.8%
Consumer Cyclical 5.2%
Consumer Defensive 2.9%
Utilities 1.2%
Basic Materials 0.6%