Collective Family Office LLC Portfolio Holdings

Collective Family Office LLC has filed its 13F form on April 03, 2025 for Q1 2025 where it was disclosed a total value porftolio of $365 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Tr Mun ETF (De) with a value of $28.6M, Invesco Et Sf Idxd Fd Tr Bulle with a value of $15.1M, Dimensional ETF Tr with a value of $13.1M, American Centy ETF Tr Avantis with a value of $12.4M, and Schwab Fundamental U S Small C with a value of $12.4M.

Examining the 13F form we can see an increase of $5.06M in the current position value, from $360M to 365M.

Below you can find more details about Collective Family Office LLC portfolio as well as his latest detailed transactions.