Collective Family Office LLC Incresed Positions in Q3 2025

Collective Family Office LLC

  • $410 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
347K
+ 105.35%
$23.27 - $23.51 $8.08M - $8.16M
677K $15.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
53.7K
+ 9.38%
$49.09 - $50.58 $2.64M - $2.72M
626K $31.6M
AVUV
American Centy ETF Tr Avantis

ETFs
4.47K
+ 3.8%
$90.37 - $102.12 $404K - $457K
122K $12.2M
FNDA
Schwab Fundamental U S Small C

ETFs
4.83K
+ 1.48%
$28.75 - $31.93 $139K - $154K
330K $10.3M
AVLV
American Centy ETF Tr Avantis
1.85K
+ 1.05%
$68.33 - $72.69 $126K - $134K
178K $12.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
17.6K
+ 5.87%
$30.67 - $32.13 $539K - $564K
317K $10M
VTV
Vanguard Value ETF

ETFs
917
+ 1.48%
$175.51 - $186.57 $161K - $171K
63K $11.7M
FNDX
Schwab Fundamental U S Large C

ETFs
5.58K
+ 2.04%
$24.38 - $26.34 $136K - $147K
279K $7.33M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
14.4K
+ 2.96%
$18.82 - $19.8 $271K - $285K
500K $9.72M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.01K
+ 0.98%
$29.2 - $32.74 $58.8K - $65.9K
207K $6.59M
VBR
Vanguard Small Cap Value ETF

ETFs
100
+ 0.26%
$195.41 - $212.37 $19.5K - $21.2K
38.6K $8.05M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
9.37K
+ 10.83%
$44.22 - $45.74 $414K - $429K
95.9K $4.37M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.97K
+ 73.8%
$50.81 - $51.07 $405K - $407K
18.8K $958K
AVIV
American Centy ETF Tr Avantis
126
+ 0.17%
$61.83 - $67.44 $7.79K - $8.5K
74.8K $5.04M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.1K
+ 18.0%
$118.33 - $128.54 $248K - $270K
13.8K $1.77M
PULS
Pgim ETF Tr

ETFs
7.32K
+ 8.59%
$49.58 - $49.83 $363K - $365K
92.5K $4.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
514
+ 1.98%
$164.63 - $174.58 $84.6K - $89.7K
26.4K $4.61M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
7.93K
+ 46.15%
$41.55 - $42.82 $329K - $340K
25.1K $1.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.35K
+ 7.95%
$68.24 - $73.73 $161K - $173K
31.9K $2.35M
BSJR
Invesco Indx Tr

ETFs
12.9K
+ 6.39%
$22.64 - $22.85 $293K - $296K
215K $4.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.9K
+ 60.46%
$108.46 - $120.63 $206K - $229K
5.05K $599K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.85K
+ 3.54%
$86.07 - $90.74 $245K - $259K
83.4K $7.47M
VEA
Vanguard Ftse Developed Market

ETFs
579
+ 0.96%
$56.02 - $60.3 $32.4K - $34.9K
60.9K $3.65M
DFIV
Dimensional ETF Tr

ETFs
374
+ 0.74%
$42.66 - $46.53 $16K - $17.4K
50.9K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.75K
+ 3.91%
$26.38 - $27.95 $98.9K - $105K
99.6K $2.72M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
278
+ 1.6%
$132.9 - $142.03 $36.9K - $39.5K
17.6K $2.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.1K
+ 6.53%
$98.52 - $103.93 $108K - $114K
17.9K $1.84M
VOT
Vanguard Mid Cap Growth Index

ETFs
308
+ 6.68%
$282.75 - $294.19 $87.1K - $90.6K
4.92K $1.45M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.67K
+ 11.4%
$42.28 - $45.71 $70.8K - $76.5K
16.4K $744K
REET
Ishares Global Reit ETF

ETFs
896
+ 0.87%
$24.45 - $25.91 $21.9K - $23.2K
104K $2.66M
AVRE
American Centy ETF Tr Avantis
1.67K
+ 1.64%
$43.53 - $45.34 $72.5K - $75.5K
103K $4.6M
MUB
Ishares National Muni Bond ETF

ETFs
443
+ 2.77%
$103.24 - $106.68 $45.7K - $47.3K
16.5K $1.75M
VIG
Vanguard Dividend Appreciation

ETFs
431
+ 4.04%
N/A
11.1K $2.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20
+ 0.14%
$79.76 - $85.78 $1.6K - $1.72K
14.5K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
85
+ 1.41%
$181.56 - $190.33 $15.4K - $16.2K
6.1K $1.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
295
+ 3.2%
$66.38 - $71.68 $19.6K - $21.1K
9.51K $678K
SCHQ
Schwab Strategic Tr Long Term

ETFs
672
+ 0.88%
$30.81 - $32.63 $20.7K - $21.9K
76.8K $2.48M
RTX
Raytheon Technologies Corp

Industrials
77
+ 5.16%
$144.19 - $167.33 $11.1K - $12.9K
1.57K $262K
DFAI
Dimensional ETF Tr

ETFs
50
+ 0.24%
$34.05 - $36.55 $1.7K - $1.83K
20.9K $758K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2
+ 0.01%
$75.26 - $80.19 $151 - $160
16K $1.27M
LMT
Lockheed Martin Corp

Industrials
23
+ 4.56%
$410.74 - $499.21 $9.45K - $11.5K
527 $263K
XLE
Energy Sector Spdr

ETFs
114
+ 4.73%
$84.25 - $91.99 $9.6K - $10.5K
2.52K $225K
IBRX
Immunity Bio, Inc.

Healthcare
18.9K
+ 13.27%
$2.24 - $3.01 $42.3K - $56.9K
161K $396K
SCHV
Schwab Strategic Tr Us Large C

ETFs
350
+ 4.48%
$27.61 - $29.15 $9.66K - $10.2K
8.16K $237K
XOM
Exxon Mobil Corp

Energy
52
+ 1.93%
$105.83 - $117.22 $5.5K - $6.1K
2.75K $310K
Dimensional ETF Trust
225
+ 1.21%
N/A
18.8K $0
Dimensional ETF Trust
4.72K
+ 4.89%
N/A
101K $0
Pgim ETF Tr
6.46K
+ 25.1%
N/A
32.2K $0
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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