Colony Family Offices, LLC - Portfolio Stock Holdings
Colony Family Offices, LLC disclosed 62 stock positions in a recent SEC 13F filing. $455,006,778 of stock holdings were filed, with the largest holdings including DFUS, IEFA, and IJR. This filing represented positions held on June 30, 2026, and was filed yesterday.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.
Report Period:
June 30, 2026No. of Stocks:
62Est. Stock Holding Value:
$455,006,778Top Stock Holdings By Sector
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Portfolio Stock Holdings - Colony Family Offices, LLC
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