Collective Family Office LLC Purchases in Q2 2025

Collective Family Office LLC

  • $383 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSJR
Invesco Indx Tr

ETFs
202K
New
$21.81 - $22.71 $4.42M - $4.6M
202K $4.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
59.5K
+ 155.63%
$52.31 - $63.72 $3.11M - $3.79M
97.7K $6.22M
AVEM
American Centy ETF Tr Avantis

ETFs
25.4K
+ 27.83%
$53.08 - $68.54 $1.35M - $1.74M
117K $8.01M
DFSV
Dimensional ETF Tr Dimensional

ETFs
71K
+ 52.93%
$24.21 - $29.47 $1.72M - $2.09M
205K $6.03M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
84.6K
+ 34.54%
$22.66 - $23.41 $1.92M - $1.98M
329K $7.69M
DFIS
Dimensional ETF Tr Dimensional

ETFs
35K
+ 16.36%
$23.2 - $29.84 $813K - $1.05M
249K $7.44M
PULS
Pgim ETF Tr

ETFs
34.3K
+ 67.52%
$49.39 - $49.76 $1.7M - $1.71M
85.2K $4.24M
FNDX
Schwab Fundamental U S Large C

ETFs
51.2K
+ 23.05%
$20.84 - $24.54 $1.07M - $1.26M
273K $6.7M
AVLV
American Centy ETF Tr Avantis
11.8K
+ 7.19%
$56.85 - $68.21 $671K - $805K
176K $12M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.4K
+ 9.72%
$25.93 - $32.91 $502K - $638K
219K $7.2M
DFIV
Dimensional ETF Tr

ETFs
21.2K
+ 72.28%
$34.67 - $43.21 $736K - $917K
50.6K $2.17M
FNDF
Schwab Fundamental Intl Large

ETFs
283
+ 0.11%
$32.25 - $40.02 $9.13K - $11.3K
253K $10.1M
MUB
Ishares National Muni Bond ETF

ETFs
7.16K
+ 80.79%
$102.31 - $105.8 $732K - $757K
16K $1.67M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
17.2K
New
$41.2 - $42.29 $708K - $727K
17.2K $724K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.8K
New
$50.52 - $50.92 $546K - $550K
10.8K $549K
REET
Ishares Global Reit ETF

ETFs
20.1K
+ 24.21%
$21.59 - $25.16 $434K - $506K
103K $2.55M
VBR
Vanguard Small Cap Value ETF

ETFs
685
+ 1.81%
$162.76 - $195.77 $111K - $134K
38.5K $7.5M
AVIV
American Centy ETF Tr Avantis
1.21K
+ 1.65%
$50.27 - $62.84 $60.9K - $76.2K
74.6K $4.65M
SCHQ
Schwab Strategic Tr Long Term

ETFs
11.3K
+ 17.48%
$30.46 - $33.4 $345K - $378K
76.1K $2.43M
VOE
Vanguard Mid Cap Value Index F

ETFs
777
+ 3.09%
$141.87 - $164.49 $110K - $128K
25.9K $4.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
937
+ 3.27%
$55.54 - $69.09 $52K - $64.7K
29.6K $2.04M
GOOGL
Alphabet Inc.

Communication Services
239
+ 2.62%
$144.7 - $178.6 $34.6K - $42.7K
9.37K $1.65M
HDV
Ishares Core High Dividend ETF

ETFs
2.24K
+ 20.43%
$108.41 - $120.51 $243K - $270K
13.2K $1.55M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
868
+ 8.05%
$94.74 - $118.43 $82.2K - $103K
11.7K $1.38M
RTX
Raytheon Technologies Corp

Industrials
1.49K
New
$113.75 - $148.48 $170K - $222K
1.49K $218K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.81K
New
$23.55 - $27.67 $184K - $216K
7.81K $216K
CAT
Caterpillar Inc

Industrials
555
New
$273.94 - $388.21 $152K - $215K
555 $215K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$22.27 - $29.21 $164K - $214K
7.34K $214K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.46K
+ 20.15%
$32.41 - $42.59 $79.8K - $105K
14.7K $625K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
488
+ 11.87%
$113.67 - $150.4 $55.5K - $73.4K
4.6K $691K
FNDE
Schwab Fundamental Emerging Mk

ETFs
315
+ 0.46%
$26.66 - $33.09 $8.4K - $10.4K
68.5K $2.26M
DELL
Dell Technologies Inc.

Technology
331
+ 12.04%
$71.63 - $125.98 $23.7K - $41.7K
3.08K $377K
VGT
Vanguard Information Technolog

ETFs
79
+ 14.36%
$470.37 - $663.28 $37.2K - $52.4K
629 $417K
URI
United Rentals, Inc.

Industrials
10
+ 1.15%
$551.94 - $753.4 $5.52K - $7.53K
882 $664K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
28
+ 0.18%
$62.73 - $78.42 $1.76K - $2.2K
16K $1.24M
SCHA
Schwab Strategic Tr Us Small C

ETFs
426
+ 1.05%
$20.42 - $25.3 $8.7K - $10.8K
40.8K $1.03M
WMT
Walmart Inc.

Consumer Defensive
220
+ 4.13%
$81.79 - $99.98 $18K - $22K
5.55K $542K
VEU
Vanguard Ftse All World Ex Us

ETFs
125
+ 1.38%
$54.19 - $67.22 $6.77K - $8.4K
9.22K $619K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
27
+ 0.09%
$67.03 - $80.35 $1.81K - $2.17K
30K $2.39M
IBRX
Immunity Bio, Inc.

Healthcare
38.2K
+ 36.68%
$1.89 - $3.44 $72.2K - $131K
142K $375K
RJF
Raymond James Financial Inc

Financial Services
38
+ 1.33%
$123.65 - $153.88 $4.7K - $5.85K
2.89K $442K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.31%
$200.21 - $256.99 $601 - $771
973 $244K
VLO
Valero Energy Corp

Energy
157
+ 3.06%
$104.69 - $141.77 $16.4K - $22.3K
5.3K $711K
XOM
Exxon Mobil Corp

Energy
504
+ 22.95%
$99.93 - $119.04 $50.4K - $60K
2.7K $291K
MTB
M&T Bank Corp

Financial Services
20
+ 1.29%
$156.58 - $193.99 $3.13K - $3.88K
1.57K $304K
CRM
Salesforce, Inc.

Technology
66
+ 6.75%
$236.26 - $291.15 $15.6K - $19.2K
1.04K $284K
PNC
Pnc Financial Services Group, Inc.

Financial Services
23
+ 1.67%
$149.76 - $186.42 $3.44K - $4.29K
1.4K $261K
QCOM
Qualcomm Inc

Technology
51
+ 2.99%
$124.66 - $159.48 $6.36K - $8.13K
1.76K $280K
PFS
Provident Financial Services Inc

Financial Services
50
+ 0.16%
$14.69 - $17.98 $735 - $899
30.4K $533K
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 1 Puts 0
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