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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $436M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 156 New
Page 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHSL CORP NEW Consumer Defensive 718.0 $619K 0.14% NEW $862.34 +26.3%
102 ETN EATON CORP PLC Industrials 1,937.0 $617K 0.14% NEW $318.51 +17.1%
103 DFGR DIMENSIONAL ETF TRUST 22,095.0 $584K 0.13% NEW $26.42 +8.3%
104 PFS PROVIDENT FINL SVCS INC Financial Services 29,527.0 $583K 0.13% NEW $19.75 +11.2%
105 HD HOME DEPOT INC Consumer Cyclical 1,692.0 $582K 0.13% NEW $344.08 -13.6%
106 V VISA INC Financial Services 1,659.0 $582K 0.13% NEW $350.71 -6.2%
107 GPIX GOLDMAN SACHS ETF TR 10,750.0 $568K 0.13% NEW $52.80 +3.9%
108 USMV ISHARES TR 5,742.0 $541K 0.12% NEW $94.16 +1.4%
109 JNJ JOHNSON & JOHNSON Healthcare 2,541.0 $526K 0.12% NEW $206.95 +11.9%
110 VTI VANGUARD INDEX FDS 1,500.0 $503K 0.12% NEW $335.27 +7.6%
111 VHT VANGUARD WORLD FD 1,704.0 $490K 0.11% NEW $287.85 -4.9%
112 QQQ INVESCO QQQ TR Financial Services 793.0 $487K 0.11% NEW $614.25 +15.1%
113 EEM ISHARES TR 8,669.0 $474K 0.11% NEW $54.71 +17.8%
114 VGT VANGUARD WORLD FD 623.0 $470K 0.11% NEW $753.78 -85.1%
115 RJF RAYMOND JAMES FINL INC Financial Services 2,888.0 $464K 0.11% NEW $160.59 -5.9%
116 IVLU ISHARES TR 12,078.0 $460K 0.10% NEW $38.05 +10.5%
117 VOX VANGUARD WORLD FD 2,278.0 $441K 0.10% NEW $193.63 +0.3%
118 META META PLATFORMS INC Communication Services 661.0 $436K 0.10% NEW $660.09 -9.0%
119 IWF ISHARES TR 916.0 $434K 0.10% NEW $473.30 -73.9%
120 DELL DELL TECHNOLOGIES INC Technology 3,394.0 $427K 0.10% NEW $125.88 +90.6%
Page 6 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 31.2%
Technology 24.5%
Energy 10.9%
Communication Services 9.2%
Healthcare 8.1%
Industrials 6.7%
Consumer Cyclical 5.2%
Consumer Defensive 2.7%
Utilities 0.7%
Basic Materials 0.6%