Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COLLECTIVE FAMILY OFFICE LLC (CIK 1845066) reported $444.2M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JMUB ($36.1M, 8.13%), BSJQ ($17.6M, 3.96%), DFAE ($15.5M, 3.50%), AVLV ($14.8M, 3.32%), AVUV ($14.0M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMUB | J P MORGAN EXCHANGE TRADED F | $36.1M | 8.13% | 722,425 | Added |
| 2 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $17.6M | 3.96% | 759,334 | Added |
| 3 | DFAE | DIMENSIONAL ETF TRUST | $15.5M | 3.50% | 458,919 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $14.8M | 3.32% | 183,143 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $14.0M | 3.15% | 126,746 | Added |
| 6 | FNDF | SCHWAB STRATEGIC TR | $13.2M | 2.97% | 269,769 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $13.2M | 2.96% | 131,785 | Trimmed |
| 8 | PFFD | GLOBAL X FDS | $12.8M | 2.89% | 697,288 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $12.6M | 2.83% | 64,166 | Trimmed |
| 10 | FNDA | SCHWAB STRATEGIC TR | $12.1M | 2.73% | 374,608 | Added |
| 11 | FNDC | SCHWAB STRATEGIC TR | $11.4M | 2.57% | 245,840 | Added |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $11.4M | 2.56% | 269,723 | Added |
| 13 | PFF | ISHARES TR | $10.5M | 2.36% | 345,299 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $10.2M | 2.29% | 365,247 | Added |
| 15 | DISV | DIMENSIONAL ETF TRUST | $8.6M | 1.93% | 217,487 | Added |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $8.5M | 1.91% | 96,002 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $8.4M | 1.89% | 103,999 | Trimmed |
| 18 | SPY | SPDR S&P 500 ETF TR | $8.4M | 1.89% | 12,877 | Trimmed |
| 19 | DFIS | DIMENSIONAL ETF TRUST | $8.1M | 1.82% | 240,669 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $7.9M | 1.77% | 36,165 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $7.6M | 1.71% | 12,744 | Trimmed |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $7.1M | 1.59% | 202,163 | Trimmed |
| 23 | BSJR | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.48% | 294,172 | Added |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $6.2M | 1.39% | 86,959 | Trimmed |
| 25 | DFNM | DIMENSIONAL ETF TRUST | $5.6M | 1.26% | 116,507 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31