COLLECTIVE FAMILY OFFICE LLC - Portfolio overview

COLLECTIVE FAMILY OFFICE LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. JMUB - J P MORGAN EXCHANGE TRADED F, 8.06%
2. BSJQ - INVESCO EXCH TRD SLF IDX FD, 3.93%
3. DFAE - DIMENSIONAL ETF TRUST, 3.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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