Colony Family Offices, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 437,546
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 66 | 437,546 | 13F-HR | Colony Family Offices, LLC |
| Q2 2026 | 7/20/2026 | 61 | 455,055 | 13F-HR | Colony Family Offices, LLC |
| Q1 2026 | 4/21/2026 | 62 | 405,507 | 13F-HR | Colony Family Offices, LLC |
| Q4 2025 | 1/22/2026 | 65 | 400,559 | 13F-HR | Colony Family Offices, LLC |
| Q3 2025 | 10/24/2025 | 68 | 386,257 | 13F-HR | Colony Family Offices, LLC |
| Q2 2025 | 7/23/2025 | 65 | 386,806 | 13F-HR | Colony Family Offices, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.24 K | 6.5% | 299 | 0 | 299 |
| ETFs | 409.3 K | 93.5% | 0 | 17.81 K | -17.81 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
437,546
Holdings
66
QoQ value change ($000)
-17,509
(-3.8%)
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.