Collective Family Office LLC Incresed Positions in Q4 2025

Collective Family Office LLC

  • $430 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
6.62K
+ 200.0%
$889.25 - $1022.65 $5.89M - $6.77M
9.93K $10.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
85.2K
+ 13.6%
$50.33 - $50.81 $4.29M - $4.33M
711K $36M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
107K
+ 21.36%
$18.93 - $19.55 $2.02M - $2.09M
607K $11.5M
FNDX
Schwab Fundamental U S Large C

ETFs
61.1K
+ 21.92%
$25.68 - $26.95 $1.57M - $1.65M
340K $9.03M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
59K
+ 8.71%
$23.36 - $23.46 $1.38M - $1.38M
736K $17.2M
FNDF
Schwab Fundamental Intl Large

ETFs
19.3K
+ 7.88%
$42.35 - $45.18 $819K - $873K
265K $11.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
25.3K
+ 10.68%
$42.71 - $43.27 $1.08M - $1.09M
262K $11.2M
FNDC
Schwab Fundamental Intl Small

ETFs
21.8K
+ 10.19%
$43.41 - $45.12 $946K - $984K
236K $10.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.86K
+ 7.02%
$88.45 - $91.41 $518K - $536K
89.3K $8.08M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
12.7K
+ 13.25%
$45.48 - $45.92 $578K - $583K
109K $4.96M
FNDA
Schwab Fundamental U S Small C

ETFs
26.5K
+ 8.02%
$29.85 - $31.55 $790K - $835K
356K $10.8M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
12.4K
+ 49.46%
$42.41 - $43.07 $527K - $535K
37.5K $1.59M
GOOGL
Alphabet Inc.

Communication Services
640
+ 7.11%
$236.57 - $291.31 $151K - $186K
9.64K $2.66M
DFAE
Dimensional ETF Tr

ETFs
1.42K
+ 0.32%
$30.74 - $33.05 $43.6K - $46.9K
444K $14.4M
NVDA
Nvidia Corp

Technology
2.44K
+ 23.43%
$179.83 - $207.04 $439K - $506K
12.9K $2.4M
VTV
Vanguard Value ETF

ETFs
1.98K
+ 3.15%
$182.87 - $189.72 $362K - $376K
65K $12.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
567
+ 4.54%
$653.02 - $687.39 $370K - $390K
13.1K $8.69M
MSFT
Microsoft Corp

Technology
690
+ 12.18%
$496.82 - $542.07 $343K - $374K
6.35K $3.22M
AAPL
Apple Inc.

Technology
484
+ 3.96%
$245.27 - $275.25 $119K - $133K
12.7K $3.4M
AMZN
Amazon Com Inc

Consumer Cyclical
720
+ 10.11%
$213.04 - $254.0 $153K - $183K
7.84K $1.84M
LLY
Eli Lilly & CO

Healthcare
21
+ 2.15%
$799.57 - $1025.28 $16.8K - $21.5K
999 $1.02M
DFIV
Dimensional ETF Tr

ETFs
3.26K
+ 6.41%
$45.13 - $48.25 $147K - $157K
54.2K $2.6M
SCHQ
Schwab Strategic Tr Long Term

ETFs
7.5K
+ 9.76%
$32.05 - $33.17 $240K - $249K
84.3K $2.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.39K
+ 8.43%
$26.44 - $27.53 $222K - $231K
108K $2.94M
XLE
Energy Sector Spdr

ETFs
2.27K
+ 90.1%
$85.22 - $92.02 $194K - $209K
4.8K $441K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.07K
+ 11.57%
$102.37 - $105.36 $212K - $218K
19.9K $2.05M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.52K
+ 11.01%
$125.44 - $132.11 $190K - $200K
15.3K $1.97M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.02K
+ 1.88%
$35.06 - $36.3 $141K - $146K
217K $7.81M
HDV
Ishares Core High Dividend ETF

ETFs
1.59K
+ 12.23%
$118.22 - $122.79 $187K - $195K
14.6K $1.78M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.2K
+ 4.17%
$30.84 - $31.79 $407K - $420K
330K $10.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.31K
+ 3.45%
$34.78 - $37.69 $80.2K - $87K
69.1K $2.59M
AVGO
Broadcom Inc.

Technology
349
+ 18.49%
$324.63 - $385.98 $113K - $135K
2.24K $766K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.31K
+ 25.97%
$114.27 - $121.15 $150K - $159K
6.36K $742K
AVRE
American Centy ETF Tr Avantis
4.28K
+ 4.14%
$43.28 - $45.31 $185K - $194K
108K $4.74M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.08K
+ 18.88%
$31.49 - $33.1 $129K - $135K
25.7K $830K
XLK
Technology Sector Spdr

ETFs
420
+ 35.0%
$278.39 - $304.13 $117K - $128K
1.62K $466K
DFAI
Dimensional ETF Tr

ETFs
2.78K
+ 13.32%
$35.82 - $37.52 $99.6K - $104K
23.7K $877K
REET
Ishares Global Reit ETF

ETFs
5.58K
+ 5.36%
$24.8 - $26.02 $138K - $145K
110K $2.76M
IXUS
Ishares Tr

ETFs
182
+ 0.53%
$81.21 - $85.27 $14.8K - $15.5K
34.6K $2.91M
VLO
Valero Energy Corp

Energy
68
+ 1.31%
$156.39 - $181.76 $10.6K - $12.4K
5.25K $954K
IWF
Ishares Russell 1000 Gr ETF

ETFs
126
+ 15.95%
$459.47 - $491.71 $57.9K - $62K
916 $431K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
234
+ 0.73%
$72.17 - $75.74 $16.9K - $17.7K
32.2K $2.41M
JNJ
Johnson & Johnson

Healthcare
92
+ 3.76%
$185.98 - $199.58 $17.1K - $18.4K
2.54K $507K
VOE
Vanguard Mid Cap Value Index F

ETFs
396
+ 1.5%
$169.53 - $176.53 $67.1K - $69.9K
26.8K $4.66M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
458
+ 0.39%
$47.98 - $48.33 $22K - $22.1K
119K $5.75M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
824
+ 4.76%
$80.59 - $84.32 $66.4K - $69.5K
18.1K $1.49M
DELL
Dell Technologies Inc.

Technology
470
+ 16.07%
$133.76 - $164.88 $62.9K - $77.5K
3.39K $453K
DVN
Devon Energy Corp

Energy
636
+ 8.71%
$31.74 - $35.84 $20.2K - $22.8K
7.94K $284K
XOM
Exxon Mobil Corp

Energy
99
+ 3.6%
$110.64 - $119.78 $11K - $11.9K
2.85K $335K
Activity Summary
Buys All Purchases 69 New Holdings 2 Increased Positions 67 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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