Collective Family Office LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$444.2M
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JMUB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
8.1%
02
$BSJQ
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
4.0%
03
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
04
$AVLV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.3%
05
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.2%
06
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.0%
07
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
08
$PFFD
GLOBAL X FDS
Held since at least Q1 2024
2.9%
09
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (861.7k shares)
2.8%
10
$FNDA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.