COLLECTIVE FAMILY OFFICE LLC - Portfolio Stock Holdings
COLLECTIVE FAMILY OFFICE LLC disclosed 166 stock positions in a recent SEC 13F filing. $483,841,336 of stock holdings were filed, with the largest holdings including DFAE, BSJR, and JMUB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $533,364,496 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
166Est. Stock Holding Value:
$483,841,336Top Stock Holdings By Sector
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Portfolio Stock Holdings - COLLECTIVE FAMILY OFFICE LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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