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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 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKAG BNY MELLON ETF TRUST 35,488.0 $1.5M 0.30% -9K -20.2% $41.95 -1.4%
62 MU MICRON TECHNOLOGY INC Technology 1,255.0 $1.4M 0.30% -101.0 -7.5% $1154.29 -21.1%
63 AVUS AMERICAN CENTY ETF TR 11,236.0 $1.4M 0.29% $128.08 +1.7%
64 DFAC DIMENSIONAL ETF TRUST 32,293.0 $1.4M 0.29% $44.36 +2.5%
65 VGK VANGUARD INTL EQUITY INDEX F 15,802.0 $1.4M 0.29% -166.0 -1.0% $88.54 +4.6%
66 IMMUNITYBIO INC 157,200.0 $1.4M 0.28% +5K +3.1% $8.76
67 VUG VANGUARD INDEX FDS 15,375.0 $1.3M 0.27% +13K +579.4% $86.14 +0.9%
68 IDV ISHARES TR 31,467.0 $1.3M 0.27% $41.43 +8.7%
69 IJH ISHARES TR 16,892.0 $1.3M 0.27% $77.11 -1.2%
70 SCHA SCHWAB STRATEGIC TR 35,963.0 $1.3M 0.27% -3K -8.6% $36.13 -4.6%
71 IWM ISHARES TR 4,310.0 $1.3M 0.27% $300.43 -0.8%
72 VYMI VANGUARD WHITEHALL FDS 12,238.0 $1.2M 0.25% +381.0 +3.2% $98.20 +7.1%
73 LLY ELI LILLY & CO Healthcare 975.0 $1.2M 0.24% -53.0 -5.2% $1199.43 +4.0%
74 ABBV ABBVIE INC Healthcare 4,506.0 $1.1M 0.23% -166.0 -3.5% $251.64 +5.1%
75 PAAA PGIM ETF TR 21,511.0 $1.1M 0.23% -2K -9.2% $51.27 +0.4%
76 VOT VANGUARD INDEX FDS 3,551.0 $1.1M 0.22% +110.0 +3.2% $306.30 -1.3%
77 VO VANGUARD INDEX FDS 13,268.0 $1.1M 0.22% +10K +303.6% $80.57 +2.8%
78 BKMI BNY MELLON ETF TRUST II 38,689.0 $1.0M 0.21% NEW $26.44 -1.9%
79 IUSV ISHARES TR 9,193.0 $1.0M 0.21% -400.0 -4.2% $110.15 +4.5%
80 EFG ISHARES TR 8,049.0 $1.0M 0.20% +349.0 +4.5% $124.42 +0.5%
Page 4 of 9  ·  161 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%