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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 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHF SCHWAB STRATEGIC TR 15,916.0 $394K 0.09% -10K -38.8% $24.75 +9.4%
122 IWF ISHARES TR 916.0 $391K 0.09% $426.40 -70.9%
123 ITOT ISHARES TR 2,623.0 $374K 0.08% NEW $142.43 +13.3%
124 MRK MERCK & CO INC Healthcare 3,007.0 $362K 0.08% -139.0 -4.4% $120.30 -6.0%
125 TT TRANE TECHNOLOGIES PLC Industrials 860.0 $358K 0.08% +20.0 +2.4% $416.74 +9.3%
126 VHT VANGUARD WORLD FD 1,304.0 $355K 0.08% -400.0 -23.5% $272.33 +0.5%
127 DFAT DIMENSIONAL ETF TRUST 5,658.0 $353K 0.08% $62.45 +6.0%
128 SCZ ISHARES TR 4,477.0 $351K 0.08% -331.0 -6.9% $78.41 +8.0%
129 CSX CSX CORP Industrials 8,327.0 $342K 0.08% -665.0 -7.4% $41.05 +12.7%
130 MTB M & T BK CORP Financial Services 1,602.0 $331K 0.07% -169.0 -9.5% $206.72 +1.6%
131 ETN EATON CORP PLC Industrials 922.0 $330K 0.07% -1K -52.4% $357.67 +6.4%
132 RTX RTX CORPORATION Industrials 1,666.0 $321K 0.07% +48.0 +3.0% $192.90 -9.4%
133 XT ISHARES TR 4,713.0 $321K 0.07% $68.15 +16.1%
134 VOX VANGUARD WORLD FD 1,778.0 $320K 0.07% -500.0 -21.9% $179.84 +8.2%
135 RJF RAYMOND JAMES FINL INC Financial Services 2,062.0 $299K 0.07% -826.0 -28.6% $144.79 +5.0%
136 LMT LOCKHEED MARTIN CORP Industrials 490.0 $296K 0.07% -13.0 -2.6% $604.39 -14.2%
137 VAW VANGUARD WORLD FD 1,295.0 $292K 0.07% $225.34 -0.5%
138 VDE VANGUARD WORLD FD 1,668.0 $289K 0.07% NEW $173.04 -1.6%
139 LHX L3HARRIS TECHNOLOGIES INC Industrials 834.0 $288K 0.07% -66.0 -7.3% $345.15 -11.2%
140 LRCX LAM RESEARCH CORP Technology 1,344.0 $287K 0.07% -194.0 -12.6% $213.66 +36.0%
Page 7 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%