COLLECTIVE FAMILY OFFICE LLC
All 13F Filings
- Location
- York, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 444,246
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/2/2026 | 156 | 444,246 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
| Q4 2025 | 1/6/2026 | 156 | 435,859 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
| Q3 2025 | 10/6/2025 | 160 | 416,585 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
| Q2 2025 | 7/3/2025 | 158 | 389,484 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.74 K | 8.0% | 0 | 250.3 K | -250.3 K |
| ETFs | 406.6 K | 91.5% | 258.4 K | 0 | 258.4 K |
| Debt | 1.876 K | 0.4% | 285 | 0 | 285 |
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Fund Snapshot
Q1 2026
Latest filed
4/2/2026
Total value ($000)
444,246
Holdings
156
QoQ value change ($000)
8,387
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.