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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 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JPM JPMORGAN CHASE & CO Financial Services 3,030.0 $992K 0.20% -150.0 -4.7% $327.33 +8.3%
82 VIS VANGUARD WORLD FD 2,729.0 $983K 0.20% -100.0 -3.5% $360.38 -4.3%
83 DFAI DIMENSIONAL ETF TRUST 23,319.0 $962K 0.20% $41.25 +5.2%
84 GOOG ALPHABET INC 2,670.0 $944K 0.19% -32.0 -1.2% $353.38
85 IJR ISHARES TR 6,265.0 $929K 0.19% $148.31 -1.1%
86 IWD ISHARES TR 3,751.0 $909K 0.19% +203.0 +5.7% $242.43 +6.3%
87 VLO VALERO ENERGY CORP Energy 3,431.0 $894K 0.18% -118.0 -3.3% $260.44 +31.8%
88 RSP INVESCO EXCHANGE TRADED FD T 4,133.0 $879K 0.18% $212.77 +4.1%
89 SCHK SCHWAB STRATEGIC TR 24,176.0 $872K 0.18% -4K -15.4% $36.06 +2.5%
90 URI UNITED RENTALS INC Industrials 759.0 $860K 0.18% -46.0 -5.7% $1132.89 -4.7%
91 VCIT VANGUARD SCOTTSDALE FDS 10,177.0 $841K 0.17% NEW $82.65 -1.5%
92 EFA ISHARES TR 8,011.0 $832K 0.17% -225.0 -2.7% $103.88 +4.4%
93 MA MASTERCARD INCORPORATED Financial Services 1,541.0 $791K 0.16% -25.0 -1.6% $513.60 +16.3%
94 CVX CHEVRON CORPORATION Energy 4,755.0 $788K 0.16% +537.0 +12.7% $165.76 +21.2%
95 DFUV DIMENSIONAL ETF TRUST 13,867.0 $763K 0.16% $55.01 +4.1%
96 SCHC SCHWAB STRATEGIC TR 15,470.0 $744K 0.15% -260.0 -1.6% $48.12 +7.3%
97 VWO VANGUARD INTL EQUITY INDEX F 12,320.0 $735K 0.15% +820.0 +7.1% $59.69 +1.1%
98 DFIC DIMENSIONAL ETF TRUST 19,247.0 $717K 0.15% +4K +22.4% $37.26 +5.9%
99 SUB ISHARES TR 6,570.0 $700K 0.14% $106.47 -0.1%
100 VEU VANGUARD INTL EQUITY INDEX F 8,335.0 $698K 0.14% -125.0 -1.5% $83.75 +2.4%
Page 5 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%