Collier Financial
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 146,173
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 141 | 146,173 | 13F-HR | Collier Financial |
| Q1 2026 | 5/11/2026 | 136 | 131,125 | 13F-HR | Collier Financial |
| Q4 2025 | 2/12/2026 | 130 | 133,125 | 13F-HR | Collier Financial |
| Q3 2025 | 11/5/2025 | 131 | 132,957 | 13F-HR | Collier Financial |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.6 K | 85.9% | 10.77 K | 0 | 10.77 K |
| ETFs | 20.54 K | 14.1% | 4.281 K | 0 | 4.281 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
146,173
Holdings
141
QoQ value change ($000)
15,048
(11.5%)
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.