Collaborative Fund Advisors, LLC

Holdings as of 2026-06-30, filed 2026-07-31

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
182
Value reported by manager
$171.8M
Sum of our stored positions
$171.8M
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
16.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

182 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPCOM$7.9M39,64767066G104
APPLE INCCOM$5.9M20,274037833100
ALPHABET INCCOM$5.3M14,84402079K305
JANUS HENDERSON AAA CLO ECOM$5.3M104,41847103U845
MICROSOFT CORPCOM$4.5M12,008594918104
AMAZON.COM INCCOM$4.5M18,725023135106
IMGP DBI MANAGED FUTURESCOM$4.3M138,84453700T827
VANGUARD TOTAL INTERNATIOCOM$4.2M86,44192203J407
ISHARES BROAD USD HIGH YICOM$3.7M99,14046435U853
VANECK J. P. MORGAN EM LOCOM$3.5M135,73692189H300
SCHWAB INTERMEDIATE-TERMCOM$2.9M118,692808524854
SCHWAB SHORT-TERM U.S. TRCOM$2.9M120,994808524862
ISHARES FLOATING RATE BONCOM$2.6M50,86046429B655
BROADCOM INCCOM$2.4M6,44411135F101
VANGUARD MORTGAGE-BACKEDCOM$2.4M51,65192206C771
JPMORGAN CHASE & COCOM$2.3M6,90646625H100
ALTSHARES MERGER ARBITRAGCOM$2.3M75,95302210T108
ISHARES IBONDS 2026 TERMCOM$2M90,35846436E528
MERCADOLIBRE INCCOM$1.9M1,10658733R102
META PLATFORMS INCCOM$1.9M3,29530303M102
TAIWAN SEMICONDUCTOR MANUCOM$1.7M3,655874039100
APPLIED MATERIALS INCCOM$1.7M2,356038222105
ABBVIE INCCOM$1.7M6,56800287Y109
JOHNSON & JOHNSONCOM$1.6M6,367478160104
INVESCO BULLETSHARES 2027COM$1.6M72,17846138J585
MICRON TECHNOLOGY INCCOM$1.6M1,389595112103
ISHARES IBONDS DEC 2026 TCOM$1.5M62,57746435GAA0
ELI LILLY AND COMPANYCOM$1.5M1,229532457108
WALMART INCCOM$1.4M12,217931142103
VISA INCCOM$1.3M3,92892826C839
TESLA INCCOM$1.3M3,20188160R101
BERKSHIRE HATHAWAYCOM$1.2M2,477084670702
YUM CHINA HOLDINGSCOM$1.2M29,53998850P109
ISHARES IBONDS OCT 2026 TCOM$1.2M45,09446438G505
ISHARES IBONDS 2027 TERMCOM$1.2M53,20846436E478
ADVANCED MICRO DEVICESCOM$1.2M2,010007903107
IQ MERGER ARBITRAGE ETFCOM$1.1M30,82145409B800
NEUROCRINE BIOSCIENCES INCOM$1.1M6,61164125C109
AMPHENOL CORP CLASS ACOM$1M5,937032095101
CISCO SYSTEMS INCCOM$1M8,88017275R102
VANGUARD HIGH-YIELD ACTIVCOM$1M13,772922031687
WIX.COM LTDCOM$1M22,602M98068105
TOYOTA MOTOR CORPCOM$1M6,068892331307
TARGA RESOURCES CORPCOM$991K3,69687612G101
BANK OF NEW YORK MELLONCOM$973.5K6,732064058100
HOWMET AEROSPACE INCCOM$965.2K3,590443201108
ASML HOLDING NVCOM$949K477N07059210
COSTCO WHOLESALE CORPCOM$946.7K1,01222160K105
SILICON MOTION TECHNOLOGYCOM$934.7K2,80482706C108
UNITEDHEALTH GROUP INCCOM$910.2K2,19091324P102
NEW LINDE PLCCOM$909.2K1,752G54950103
EXXON MOBIL CORPCOM$903.3K6,60730231G102
LAM RESEARCH CORPCOM$895.7K2,067512807306
INGREDION INCCOM$884.1K9,335457187102
ALLSTATE CORPCOM$867.1K3,644020002101
RAREVIEW GOVERNMENT MONEYCOM$823.4K8,20619423L391
PINTEREST INCCOM$798.1K37,95172352L106
STATE STREET SPDR BLOOMBECOM$793.4K8,65878468R663
GE VERNOVA LLCCOM$776.6K66136828A101
T-MOBILE US INCCOM$749.6K4,469872590104
ING GROEP NVCOM$730.6K23,282456837103
TECK RESOURCES LTDCOM$724.9K12,191878742204
WISDOM TREE TRUST - WISDOCOM$702.9K10,86297717W281
CITIGROUP INCCOM$681K4,866172967424
ALPHABET INCCOM$656.8K1,85902079K107
CATERPILLAR INCCOM$640K601149123101
VIRTUS REAVES UTILITIES ECOM$639.4K7,82226923G806
KEURIG DR PEPPER INCCOM$633.4K19,35249271V100
CHUBB LIMITEDCOM$629K1,846H1467J104
VIPSHOP HOLDINGS LTDCOM$619.9K46,74992763W103
GENERAL ELECTRIC COMPANYCOM$618.1K1,654369604301
COLGATE-PALMOLIVE COCOM$616.5K6,724194162103
ORACLE CORPCOM$599.1K4,08868389X105
SYSCO CORPCOM$588.5K7,041871829107
CUMMINS INCCOM$585.5K821231021106
ANALOG DEVICES INCCOM$581.9K1,465032654105
WALT DISNEY COCOM$581.2K6,038254687106
TAPESTRY INCCOM$579.5K3,959876030107
BADGER METER INCCOM$573.8K3,867056525108
DELL TECHNOLOGIES INCCOM$566.5K1,31324703L202
MDA SPACE LTDCOM$564.3K13,67055293N109
COCA COLA COCOM$560K6,891191216100
MERCK & COMPANY INCCOM$555.5K4,32358933Y105
RTX CORPCOM$543.4K2,86475513E101
STATE STREET UTILITIESCOM$541.1K11,93481369Y886
JOHNSON CONTROLS INTLCOM$536.1K3,669G51502105
PROCTER & GAMBLE COCOM$532.7K3,633742718109
STATE STREET CORPCOM$529K3,119857477103
HDFC BANK LTDCOM$528K20,44140415F101
ABB LTDCOM$526.9K4,847000375204
NICE LTDCOM$525.8K5,788653656108
SIEMENS AGCOM$525K3,263826197501
ROYALTY PHARMA PLCCOM$523.2K9,331G7709Q104
NVENT ELECTRIC PLCCOM$516.1K3,043G6700G107
GOLDMAN SACHS GROUP INCCOM$514.8K50938141G104
VERTEX PHARMACEUTICALSCOM$514.6K1,03692532F100
TERADATA CORPCOM$513.1K14,80888076W103
QUANTA SERVICES INCCOM$510.5K70974762E102
KLA CORPCOM$503.9K1,670482480100
POLO RALPH LAUREN CORPCOM$499.4K1,244751212101
NEW ORIENTAL EDUCATIONCOM$496.3K10,811647581206
VALE SACOM$491.8K32,69791912E105
ESSENTIAL PROPERTIES REALCOM$490.8K16,44229670E107
SCHNEIDER ELECTRIC SECOM$480.8K7,37680687P106
BIRKENSTOCK HOLDING PLCCOM$476.2K11,066M2029K104
TJX COMPANIES INCCOM$475.3K3,137872540109
PALO ALTO NETWORKS INCCOM$470.3K1,379697435105
PARKER-HANNIFIN CORPCOM$469.5K480701094104
SLB LTDCOM$457.7K9,845806857108
JABIL INCCOM$456.4K1,184466313103
MCKESSON CORPCOM$456.4K60458155Q103
ULTA BEAUTY INCCOM$449.2K99690384S303
INVESCO BULLETSHARES 2026COM$445.6K19,41346138J635
JACK HENRY & ASSOCCOM$440.2K3,196426281101
KIMBERLY-CLARK CORPCOM$439.5K4,004494368103
HSBC HOLDINGS PLCCOM$437.2K4,598404280406
SOLSTICE ADVANCED MATERIACOM$436.1K4,92283443Q103
DYCOM INDUSTRIES INCCOM$434.8K860267475101
DELTA AIR LINES INCCOM$433.7K4,631247361702
DOLLAR GENERAL CORPCOM$428.4K3,722256677105
NETFLIX.COM INCCOM$423.7K5,93464110L106
QUEST DIAGNOSTICS INCCOM$423.5K1,99874834L100
LANTHEUS HOLDINGS INCCOM$422.6K3,809516544103
TOTO LTDCOM$419.7K7,876891515207
ENTERGY CORPCOM$418.9K3,64729364G103
VULCAN MATERIALS COCOM$418K1,417929160109
WILLIAMS COS INCCOM$416.8K5,607969457100
AUTOZONE INCCOM$412.3K129053332102
REPUBLIC SERVICES INCCOM$408.3K1,916760759100
UNITED RENTALS INCCOM$405.6K358911363109
THE HERSHEY COMPANYCOM$405.1K2,309427866108
EQUINIX INCCOM$402.4K38629444U700
ATLAS COPCO ABCOM$401.5K19,689049255706
HOYA CORPCOM$399.5K2,478443251103
MOBILEYE GLOBAL INCCOM$394.9K40,79260741F104
INTEL CORPCOM$392.8K2,813458140100
GENERAC HOLDINGS INCCOM$392.4K1,340368736104
UBS GROUP AGCOM$391.3K7,895H42097107
CONOCOPHILLIPSCOM$390.7K3,75820825C104
ROLLS-ROYCE HOLDINGS PLCCOM$388.3K20,172775781206
PROGRESSIVE CORPCOM$386.7K1,770743315103
SHIN-ETSU CHEMICAL CO LTDCOM$384.7K17,754824551105
CHENIERE ENERGY INCCOM$382.7K1,60116411R208
HONEYWELL INTERNATIONAL ICOM$382K1,706438516205
ASE TECHNOLOGY HOLDING COCOM$381.3K8,45000215W100
GENERAL MOTORSCOM$380.8K4,94037045V100
BE SEMICONDUCTOR INDUSTRICOM$379.1K1,146073320103
GENERAL DYNAMICS CORPCOM$378.7K1,069369550108
GAMING AND LEISURE PROPERCOM$376.2K8,44836467J108
CARDINAL HEALTH INCCOM$376.1K1,58314149Y108
NORTHERN TRUST CORPCOM$376K2,163665859104
BARCLAYS PLCCOM$374.9K13,95706738E204
THALES SACOM$369.7K7,169883219206
INTERNATIONAL BUSINESS MACOM$368.9K1,312459200101
NUCOR CORPCOM$364.6K1,637670346105
ARM HOLDINGS PLCCOM$363.4K1,025042068205
SEA LTDCOM$361.1K3,76881141R100
NORTHROP GRUMMAN CORPCOM$360.1K707666807102
SENTINELONE INCCOM$358.9K21,14881730H109
NEXTERA ENERGY INCCOM$352.6K4,01765339F101
DUKE ENERGY CORPCOM$344.7K2,72326441C204
WILLDAN GROUP INCCOM$343.5K4,34396924N100
CROWDSTRIKE HOLDINGS INCCOM$327.4K42922788C105
TOTALENERGIES SECOM$318.4K4,095F92124100
BAKER HUGHES COCOM$304.6K5,48905722G100
EQUINOR ASACOM$293.3K9,34029446M102
ACCENTURE PLCCOM$283.4K2,277G1151C101
MILLICOM INTERNATIONAL CECOM$277.5K3,058L6388F110
AMERICAN EXPRESS COCOM$276K816025816109
GERDAU SACOM$270.9K67,055373737105
FORTINET INCCOM$266.8K1,73734959E109
MASTERCARD INCCOM$261.9K51057636Q104
VERIZON COMMUNICATIONSCOM$258.1K6,09692343V104
ARAMARKCOM$254.4K4,47103852U106
AT&T INCCOM$253.3K12,23600206R102
BANK OF AMERICA CORPCOM$249.7K4,382060505104
WELLTOWER INCCOM$244.2K1,07695040Q104
HONEYWELL AEROSPACE INCCOM$241.2K1,09143849R105
SPACE EXPLORATION TECHNOLCOM$239.2K1,40084615Q103
MARVELL TECHNOLOGY INCCOM$236.8K795573874104
AGREE REALTY CORPCOM$209.6K2,768008492100
NOKIA CORP-SPON ADRCOM$208K15,666654902204
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31

Collaborative Fund Advisors, LLC — 182 positions reported for 2026Q2 — Tapewire