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Portfolio (Quarterly) Guide ↗

Collaborative Fund Advisors, LLC

· CIK 0002132074
13F Portfolio $172M AUM 182 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 92 New 41 Added 49 Reduced 70 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 816.0 $276K 0.16% +92.0 +12.7% $338.25 -1.5%
Page 3 of 3  ·  41 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
Technology 35.9%
Consumer Cyclical 12.2%
Financial Services 10.2%
Communication Services 9.1%
Healthcare 8.7%
Industrials 7.6%
Consumer Defensive 6.8%
Energy 3.6%
Basic Materials 3.1%
Real Estate 1.5%