§ 13F · FUND PROFILE
Colony Family Offices, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $386.8T (13F)Positions · 65Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.14M | $84.2T | 21.0% | +5% |
| 2 | IEFA | ISHARES TR | 651K | $58.2T | 14.5% | +2% |
| 3 | IJR | ISHARES TR | 302K | $36.3T | 9.1% | ±0% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 453K | $24.4T | 6.1% | ±0% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 599K | $19.5T | 4.9% | +3% |
| 6 | VTEB | VANGUARD MUN BD FDS | 387K | $19.5T | 4.9% | −10% |
| 7 | GUNR | FLEXSHARES TR | 418K | $19.2T | 4.8% | +1% |
| 8 | QLTY | GMO ETF TRUST | 451K | $17.4T | 4.3% | +9% |
| 9 | VUSB | VANGUARD BD INDEX FDS | 250K | $12.4T | 3.1% | +8% |
| 10 | XLK | SELECT SECTOR SPDR TR | 59K | $8.5T | 2.1% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLONY SIGNAL
AC read
Colony Family Offices, LLC is a Other fund managing $386805.9 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed