SEC Form 13F · Q2 2026

COLLECTIVE FAMILY OFFICE LLC

Institutional Holdings Report

13F-HRPA
$489.1M
Portfolio Value
161
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
COLLECTIVE FAMILY OFFICE LLC
CIK
1845066
Accession No.
0001845066-26-000004
Location
YORK, PA
Form Type
13F-HR
Portfolio Value
$489.1M
Holdings Reported
161
Reporting Period
Q2 2026
Filed
July 2, 2026

About this Filing

COLLECTIVE FAMILY OFFICE LLC is an institutional investment manager based in YORK, PA reporting approximately $489.1M in 13(f) securities across 161 positions as of Q2 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.