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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 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVLU ISHARES TR 12,078.0 $505K 0.10% $41.82 +6.3%
122 SCHF SCHWAB STRATEGIC TR 17,171.0 $476K 0.10% +1K +7.9% $27.70 +2.2%
123 WMT WALMART INC Consumer Defensive 4,090.0 $463K 0.10% -75.0 -1.8% $113.26 -6.0%
124 SCHV SCHWAB STRATEGIC TR 13,137.0 $457K 0.09% +5K +60.9% $34.81 +0.2%
125 DE DEERE & CO Industrials 693.0 $440K 0.09% -27.0 -3.8% $634.33 +2.3%
126 ITOT ISHARES TR 2,609.0 $429K 0.09% -14.0 -0.5% $164.27 +1.9%
127 IWR ISHARES TR 3,836.0 $423K 0.09% +2K +86.4% $110.32 +2.4%
128 VTWO VANGUARD SCOTTSDALE FDS 3,450.0 $419K 0.09% -600.0 -14.8% $121.42 -0.8%
129 TT TRANE TECHNOLOGIES PLC Industrials 823.0 $404K 0.08% -37.0 -4.3% $491.16 -7.8%
130 DFAT DIMENSIONAL ETF TRUST 5,658.0 $395K 0.08% $69.90 +2.1%
131 XT ISHARES TR 4,713.0 $389K 0.08% $82.63 -0.7%
132 VHT VANGUARD WORLD FD 1,271.0 $380K 0.08% -33.0 -2.5% $299.01 +9.5%
133 ETN EATON CORP PLC Industrials 874.0 $372K 0.08% -48.0 -5.2% $426.12 -4.1%
134 KLAC KLA CORP Technology 1,211.0 $365K 0.07% NEW $301.71 -39.8%
135 MTB M & T BK CORP Financial Services 1,502.0 $357K 0.07% -100.0 -6.2% $238.01 +1.6%
136 MRK MERCK & CO INC Healthcare 2,774.0 $356K 0.07% -233.0 -7.8% $128.49 +17.3%
137 CSX CSX CORP Industrials 7,475.0 $355K 0.07% -852.0 -10.2% $47.53 +8.2%
138 SCZ ISHARES TR 4,299.0 $354K 0.07% -178.0 -4.0% $82.27 +5.1%
139 META META PLATFORMS INC Communication Services 626.0 $353K 0.07% -92.0 -12.8% $563.29 -0.8%
140 XOM EXXON MOBIL CORP Energy 2,453.0 $335K 0.07% -105.0 -4.1% $136.72 +20.0%
Page 7 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%