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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 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 9,011.0 $2.6M 0.58% -628.0 -6.5% $287.57 +36.7%
42 SCHQ SCHWAB STRATEGIC TR 79,316.0 $2.5M 0.56% -5K -5.9% $31.43 -3.7%
43 VXUS VANGUARD STAR FDS 32,299.0 $2.5M 0.56% $77.11 +7.7%
44 VYM VANGUARD WHITEHALL FDS 16,644.0 $2.5M 0.56% -550.0 -3.2% $148.10 +5.1%
45 MSFT MICROSOFT CORP Technology 6,305.0 $2.3M 0.53% -49.0 -0.8% $370.17 +11.7%
46 NVDA NVIDIA CORPORATION Technology 13,338.0 $2.3M 0.52% +468.0 +3.6% $174.40 +27.5%
47 IEFA ISHARES TR 25,483.0 $2.3M 0.52% -3K -9.3% $90.53 +5.5%
48 FNDE SCHWAB STRATEGIC TR 57,787.0 $2.2M 0.50% -11K -16.4% $38.26 +5.0%
49 AVDE AMERICAN CENTY ETF TR 25,813.0 $2.2M 0.49% -2K -7.0% $84.84 +5.4%
50 TLH ISHARES TR 20,995.0 $2.1M 0.48% +1K +5.3% $100.72 -3.4%
51 VTEB VANGUARD MUN BD FDS 42,282.0 $2.1M 0.47% $49.89 -0.5%
52 IVV ISHARES TR 3,089.0 $2.0M 0.45% -76.0 -2.4% $653.21 +13.1%
53 BKAG BNY MELLON ETF TRUST 44,458.0 $1.9M 0.42% +7K +18.4% $42.20 -1.8%
54 HDV ISHARES TR 13,790.0 $1.9M 0.42% -765.0 -5.3% $135.72 -79.6%
55 VIG VANGUARD SPECIALIZED FUNDS 8,341.0 $1.8M 0.40% -3K -25.1% $215.06 +6.5%
56 SCHM SCHWAB STRATEGIC TR 56,773.0 $1.8M 0.40% -981.0 -1.7% $30.96 +8.8%
57 VB VANGUARD INDEX FDS 6,665.0 $1.7M 0.39% -34.0 -0.5% $261.92 +6.5%
58 AMZN AMAZON COM INC Consumer Cyclical 7,927.0 $1.7M 0.37% +87.0 +1.1% $208.27 +25.1%
59 BKLC BNY MELLON ETF TRUST 12,831.0 $1.6M 0.36% -2K -16.0% $124.81 +12.6%
60 MDYV SPDR SERIES TRUST 18,346.0 $1.6M 0.35% +207.0 +1.1% $85.15 +4.0%
Page 3 of 8  ·  156 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%