SEC Form 13F · Q1 2026

COLLECTIVE FAMILY OFFICE LLC

Institutional Holdings Report

13F-HRPA
$444.2M
Portfolio Value
156
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
COLLECTIVE FAMILY OFFICE LLC
CIK
1845066
Accession No.
0001845066-26-000003
Location
YORK, PA
Form Type
13F-HR
Portfolio Value
$444.2M
Holdings Reported
156
Reporting Period
Q1 2026
Filed
April 2, 2026

About this Filing

COLLECTIVE FAMILY OFFICE LLC is an institutional investment manager based in YORK, PA reporting approximately $444.2M in 13(f) securities across 156 positions as of Q1 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.