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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 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHR SCHWAB INTERMEDIATE-TERM 118,692.0 $2.9M 1.70% NEW $24.66 -1.3%
2 SCHO SCHWAB SHORT-TERM U.S. TR 120,994.0 $2.9M 1.70% NEW $24.14 -0.3%
3 VMBS VANGUARD MORTGAGE-BACKED 51,651.0 $2.4M 1.41% NEW $46.81 -1.3%
4 ARB ALTSHARES MERGER ARBITRAG 75,953.0 $2.3M 1.31% NEW $29.63 +0.4%
5 IBHF ISHARES IBONDS 2026 TERM 90,358.0 $2.0M 1.19% NEW $22.65 -0.5%
6 BSJR INVESCO BULLETSHARES 2027 72,178.0 $1.6M 0.94% NEW $22.35 +0.0%
7 MU MICRON TECHNOLOGY INC Technology 1,389.0 $1.6M 0.93% NEW $1154.29 -19.2%
8 IBDR ISHARES IBONDS DEC 2026 T 62,577.0 $1.5M 0.88% NEW $24.23 +0.0%
9 V VISA INC Financial Services 3,928.0 $1.3M 0.79% NEW $343.09 +11.2%
10 IBIC ISHARES IBONDS OCT 2026 T 45,094.0 $1.2M 0.69% NEW $26.09 -1.6%
11 IBHG ISHARES IBONDS 2027 TERM 53,208.0 $1.2M 0.68% NEW $22.08 -0.3%
12 AMD ADVANCED MICRO DEVICES Technology 2,010.0 $1.2M 0.68% NEW $580.91 -19.9%
13 CSCO CISCO SYSTEMS INC Technology 8,880.0 $1.0M 0.61% NEW $117.46 -6.4%
14 VANGUARD HIGH-YIELD ACTIV 13,772.0 $1.0M 0.60% NEW $74.86
15 SIMO SILICON MOTION TECHNOLOGY Technology 2,804.0 $935K 0.54% NEW $333.33 -26.3%
16 UNH UNITEDHEALTH GROUP INC Healthcare 2,190.0 $910K 0.53% NEW $415.63 -5.5%
17 LRCX LAM RESEARCH CORP Technology 2,067.0 $896K 0.52% NEW $433.33 -30.3%
18 TECK TECK RESOURCES LTD Basic Materials 12,191.0 $725K 0.42% NEW $59.46 +16.6%
19 DGS WISDOM TREE TRUST - WISDO 10,862.0 $703K 0.41% NEW $64.71 -0.8%
20 C CITIGROUP INC Financial Services 4,866.0 $681K 0.40% NEW $139.96 -5.1%
Page 1 of 5  ·  92 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%