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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACN ACCENTURE PLC Technology 2,277.0 $283K 0.17% NEW $124.44 +52.4%
82 TIGO MILLICOM INTERNATIONAL CE Communication Services 3,058.0 $278K 0.16% NEW $90.76 +2.9%
83 GGB GERDAU SA Basic Materials 67,055.0 $271K 0.16% NEW $4.04 +13.6%
84 MA MASTERCARD INC Financial Services 510.0 $262K 0.15% NEW $513.60 +15.9%
85 VZ VERIZON COMMUNICATIONS Communication Services 6,096.0 $258K 0.15% NEW $42.34 +18.3%
86 ARMK ARAMARK Industrials 4,471.0 $254K 0.15% NEW $56.90 +2.2%
87 T AT&T INC Communication Services 12,236.0 $253K 0.15% NEW $20.70 +25.6%
88 BAC BANK OF AMERICA CORP Financial Services 4,382.0 $250K 0.14% NEW $56.98 +9.4%
89 WELL WELLTOWER INC Real Estate 1,076.0 $244K 0.14% NEW $226.97 +4.9%
90 HONEYWELL AEROSPACE INC 1,091.0 $241K 0.14% NEW $221.08
91 SPACE EXPLORATION TECHNOL 1,400.0 $239K 0.14% NEW $170.86
92 MRVL MARVELL TECHNOLOGY INC Technology 795.0 $237K 0.14% NEW $297.89 -27.3%
Page 5 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%