Colony Family Offices, LLC - Portfolio Stock Holdings

Colony Family Offices, LLC disclosed 67 stock positions in a recent SEC 13F filing. $437,488,158 of stock holdings were filed, with the largest holdings including DFUS, IEFA, and IJR. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $3,362,394,020 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.