13F Filings History of Colony Family Offices, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$400,559,160
Signature - Title
Eric D. Ridenour - Managing Director/Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Colony Family Offices, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colony Family Offices, LLC reported 65 stock holdings with total value $400,559,160 as of Q4 2025. Top holdings included DFUS, IEFA, IJR, VWO, and DFAE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $400,559,160 +$19,436,822 -$6,798,262 +$12,638,560 DFUS, IEFA, IJR, VWO, DFAE 13F-HR 22 Jan 2026, 16:11
Q3 2025 68 $386,257,263 +$11,855,137 -$38,320,038 -$26,464,901 DFUS, IEFA, IJR, VWO, VTEB 13F-HR 24 Oct 2025, 09:10
Q2 2025 65 $386,805,899 +$47,827,024 -$6,268,246 +$41,558,778 DFUS, IEFA, IJR, VWO, DFAE 13F-HR 23 Jul 2025, 11:33
Q1 2025 70 $320,559,816 +$16,168,119 -$9,700,101 +$6,468,018 DFUS, IEFA, IJR, VWO, QLTY 13F-HR 21 Apr 2025, 15:38
Q4 2024 78 $318,293,593 +$10,005,596 -$4,493,706 +$5,511,890 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 11 Feb 2025, 16:37
Q3 2024 64 $322,224,997 +$25,691,986 -$32,034,747 -$6,342,761 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 07 Nov 2024, 14:18
Q2 2024 60 $311,421,622 +$7,241,055 -$7,416,769 -$175,714 DFUS, IEFA, VUSB, IJR, VWO 13F-HR 02 Aug 2024, 13:13
Q1 2024 70 $309,081,449 +$12,377,546 -$3,629,571 +$8,747,975 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 01 May 2024, 08:32
Q4 2023 66 $289,140,143 +$37,669,348 -$412,483 +$37,256,865 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 08 Feb 2024, 08:35
Q3 2023 41 $234,314,962 +$5,120,393 -$544,039 +$4,576,354 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 13 Nov 2023, 09:03
Q2 2023 40 $237,138,724 +$33,958,535 -$66,317,684 -$32,359,149 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 27 Jul 2023, 10:49
Q1 2023 95 $261,045,457 +$13,013,012 -$6,769,636 +$6,243,376 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 09 May 2023, 15:20
Q4 2022 77 $240,124,778 +$27,615,605 -$32,777,989 -$5,162,384 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 06 Feb 2023, 10:08
Q3 2022 79 $230,991,000 +$34,487,265 -$6,575,453 +$27,911,812 DFUS, IEFA, VTIP, IJR, GUNR 13F-HR 21 Oct 2022, 11:46
Q2 2022 70 $220,658,000 +$64,029,671 -$26,430,921 +$37,598,750 DFUS, VTIP, IEFA, IJR, GUNR 13F-HR 02 Aug 2022, 11:09
Q1 2022 33 $208,448,000 +$14,184,016 -$5,737,670 +$8,446,346 DFUS, VTIP, IEFA, IJR, SCZ 13F-HR 28 Apr 2022, 10:42
Q4 2021 27 $207,378,000 +$41,491,035 -$132,462 +$41,358,573 DFUS, VTIP, IEFA, IJR, SCZ 13F-HR 02 Feb 2022, 14:58
Q3 2021 20 $160,234,000 +$6,402,112 -$8,591,227 -$2,189,115 DFUS, VTIP, IEFA, IJR, VWO 13F-HR 21 Oct 2021, 11:40
Q2 2021 24 $163,807,000 +$52,094,767 -$19,180,623 +$32,914,144 DFUS, VTIP, IEFA, IJR, VWO Restatement 01 Sep 2021, 15:35
Q1 2021 51 $126,564,000 +$21,155,313 -$5,259,722 +$15,895,591 VTIP, IEFA, IJR, VWO, VIG 13F-HR 11 May 2021, 12:41
Q4 2020 28 $106,295,000 $0 $0 $0 IEFA, VTIP, IJR, VIG, VWO 13F-HR 05 Feb 2021, 18:51