Collective Family Office Llc Investment Activity Q2 2026

Collective Family Office Llc's portfolio saw notable changes during the second quarter of 2026. The investment office significantly adjusted its holdings across various exchange-traded funds, reflecting strategic decisions to buy and sell portions of its substantial $487 million portfolio.

The most pronounced buying activity occurred in several Vanguard ETFs. ISHares HDV experienced a massive 390.57% increase in shares, making it one of the quarter's standout additions to their portfolio. Similarly, Vanguard VUG saw its share count rise by an extraordinary 579.41%, indicating a very substantial new investment.

Vanguard VO also showed significant buying interest, with shares increasing by approximately 303.65%. The investor further bolstered their position in Vanguard VCIT, raising the allocation percentage from its previous level.

Conversely, Collective Family Office Llc reduced positions on several fronts during Q2. The largest reduction was observed in INVESCO EXCH TRD SLF IDX FD (BSJQ), where the share count decreased by 12.25% following a significant sell-off of -93,025 shares.

Other notable exits included SCHWAB STRATEGIC TR (SCHQ), which experienced a 29.01% reduction in holdings due to selling approximately -23,011 shares. Additionally, the investor sold off positions in BNY MELLON ETF TRUST (BKAG) (-20.18%) and VANGUARD MUN BD FDS (VTEB) (-36.59%), though the latter's percentage change was higher despite a smaller absolute reduction.

The overall portfolio allocation for Collective Family Office Llc remains dominated by 'Unknown' sector holdings, accounting for 92.1% of the total value as of June 30, 2026. Their investment strategy appears focused on specific sectors like Technology (2.42%) and Energy (1.07%), alongside a continued emphasis on exchange-traded funds across various categories.