Notify me when COLLECTIVE FAMILY OFFICE LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 156 | $435,858,537 | +$24,288,393 | -$10,763,456 | +$13,524,937 | JMUB, BSJQ, DFAE, AVLV, AVDV | 13F-HR | 06 Jan 2026, 16:38 |
| Q3 2025 | 160 | $416,585,167 | +$18,644,876 | -$13,683,515 | +$4,961,361 | JMUB, BSJQ, DFAE, AVLV, AVUV | 13F-HR | 06 Oct 2025, 14:28 |
| Q2 2025 | 157 | $389,476,778 | +$27,832,144 | -$28,710,587 | -$878,443 | JMUB, DFAE, AVLV, AVDV, VTV | 13F-HR | 03 Jul 2025, 13:48 |
| Q1 2025 | 157 | $370,021,014 | +$19,226,958 | -$12,570,068 | +$6,656,890 | JMUB, BSJP, DFAE, AVUV, FNDA | 13F-HR | 03 Apr 2025, 12:23 |
| Q4 2024 | 164 | $364,542,014 | +$30,546,050 | -$8,507,743 | +$22,038,307 | JMUB, BSJP, AVUV, FNDA, DFAE | 13F-HR | 08 Jan 2025, 11:30 |
| Q3 2024 | 169 | $368,134,720 | +$29,243,062 | -$20,606,100 | +$8,636,962 | JMUB, BSJP, AVUV, FNDA, DFAE | 13F-HR | 04 Oct 2024, 15:22 |
| Q2 2024 | 173 | $339,947,427 | +$45,931,545 | -$12,413,996 | +$33,517,549 | JMUB, DFAE, AVUV, FNDA, VTV | 13F-HR | 05 Jul 2024, 16:29 |
| Q1 2024 | 176 | $308,118,932 | +$28,340,663 | -$16,494,056 | +$11,846,607 | JMUB, BSJO, AVUV, PFF, VTV | 13F-HR | 09 Apr 2024, 14:19 |
| Q4 2023 | 175 | $284,422,728 | +$34,633,443 | -$27,778,472 | +$6,854,971 | JMUB, BSJO, PFF, AVUV, DFNM | 13F-HR | 09 Jan 2024, 14:02 |
| Q3 2023 | 166 | $256,605,496 | +$21,574,659 | -$14,144,813 | +$7,429,846 | DFNM, BSJO, VTV, EMLC, DFAE | 13F-HR | 13 Oct 2023, 12:16 |
| Q2 2023 | 176 | $255,806,035 | +$31,302,227 | -$23,905,587 | +$7,396,640 | DFNM, BSJO, VTV, EMLC, FNDA | 13F-HR | 12 Jul 2023, 09:31 |
| Q1 2023 | 167 | $242,541,283 | +$22,876,898 | -$9,291,484 | +$13,585,414 | BSJN, DFNM, VBR, PFFD, VTV | 13F-HR | 12 Apr 2023, 15:46 |
| Q4 2022 | 170 | $222,492,017 | +$46,843,215 | -$41,357,708 | +$5,485,507 | DFNM, BSJN, VBR, VTV, PFFD | 13F-HR | 11 Jan 2023, 08:44 |
| Q3 2022 | 166 | $200,921,000 | +$36,392,674 | -$52,092,727 | -$15,700,053 | BSJN, PFFD, VBR, VTV, JMST | 13F-HR | 14 Oct 2022, 12:21 |
| Q2 2022 | 182 | $231,005,000 | +$41,866,827 | -$41,178,380 | +$688,447 | VBR, VTV, PFFD, JMST, BSJM | 13F-HR | 18 Jul 2022, 15:16 |
| Q1 2022 | 187 | $261,879,000 | +$49,489,207 | -$29,251,394 | +$20,237,813 | VBR, VTV, BSJM, PFFD, JMST | 13F-HR | 25 Apr 2022, 15:38 |
| Q4 2021 | 182 | $254,130,000 | +$33,862,342 | -$23,054,535 | +$10,807,807 | PFFD, VBR, BSJM, SPY, VTV | 13F-HR | 18 Jan 2022, 16:19 |
| Q3 2021 | 169 | $232,504,000 | +$22,996,889 | -$19,147,567 | +$3,849,322 | PFFD, BSJM, EMLC, VBR, SPY | 13F-HR | 08 Oct 2021, 13:07 |
| Q2 2021 | 170 | $233,919,000 | +$35,587,338 | -$16,120,074 | +$19,467,264 | PFFD, SPY, BSJM, VBR, VWO | 13F-HR | 14 Jul 2021, 08:17 |
| Q1 2021 | 164 | $204,841,000 | +$36,173,417 | -$18,553,882 | +$17,619,535 | PFFD, MUB, VBR, BSJM, VTV | 13F-HR | 14 Apr 2021, 10:50 |
| Q4 2020 | 150 | $179,872,000 | $0 | $0 | $0 | PFFD, MUB, SCHG, BSJL, BSJM | 13F-HR | 11 Feb 2021, 20:40 |