SEC Form 13F · Q3 2026

COLLECTIVE FAMILY OFFICE LLC

Institutional Holdings Report

13F-HRPA
$484.2M
Portfolio Value
162
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
COLLECTIVE FAMILY OFFICE LLC
CIK
1845066
Accession No.
0001845066-26-000006
Location
YORK, PA
Form Type
13F-HR
Portfolio Value
$484.2M
Holdings Reported
162
Reporting Period
Q3 2026
Filed
October 5, 2026

About this Filing

COLLECTIVE FAMILY OFFICE LLC is an institutional investment manager based in YORK, PA reporting approximately $484.2M in 13(f) securities across 162 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.