Colony Family Offices, LLC Portfolio Holdings
Colony Family Offices, LLC
- $355 Million
- Q2 2025
Colony Family Offices, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $69M, Ishares Tr with a value of $60.3M, Ishares Core S&P Sm Cap ETF with a value of $38M, Vanguard Ftse Emerging Mkts Et with a value of $24.2M, and Dimensional ETF Tr with a value of $20.6M.
Examining the 13F form we can see an increase of $67.7M in the current position value, from $287M to 355M.
Below you can find more details about Colony Family Offices, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
ETFs: $348 Million
Technology: $2.76 Million
Consumer Cyclical: $2.03 Million
Financial Services: $1.2 Million
Consumer Defensive: $296,000
Healthcare: $19,000