COLLECTIVE FAMILY OFFICE LLC
All 13F Filings
- Location
- York, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 484,239
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 162 | 484,239 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
| Q2 2026 | 7/2/2026 | 161 | 489,055 | 13F-HR | COLLECTIVE FAMILY OFFICE LLC |
| 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 | 40.33 K | 8.3% | 0 | 2 | -2 |
| ETFs | 443 K | 91.5% | 0 | 4.243 K | -4.243 K |
| Debt | 928 | 0.2% | 0 | 561 | -561 |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
484,239
Holdings
162
QoQ value change ($000)
-4,816
(-1.0%)
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.