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Collaborative Fund Advisors, LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.

500 DAMONTE RANCH PARKWAY BLDG 700, UNIT 700, RENO, NV 89521 • 203-629-3300

Q1 2026 · Filed 2026-04-28
Market Value
$160M
Holdings
158
New Purchases
158
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
22.3%
Turnover
100.0%

Industry Breakdown

IndustryWeight
Financial Services 32.9%
Technology 19.0%
Consumer Cyclical 10.2%
Industrials 8.7%
Consumer Defensive 8.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 34 $43M 26.6%
Large Cap 95 $80M 49.9%
Mid Cap 24 $26M 16.3%
Small Cap 4 $9M 5.8%
Micro Cap 1 $2M 1.4%

Portfolio Analytics

Avg Market Cap
$287.8B
Median Market Cap
$61.2B
Avg P/E
33.6
Median P/E
27.7
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
138
# ETFs / Funds
20

Top Holdings (158 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.07% 28,170 $5M $174.40
2 GOOGL 2.94% 16,367 $5M $287.56
3 AAPL 2.39% 15,116 $4M $253.79
4 EMLC 2.23% 142,518 $4M $25.11
5 JAAA 2.23% 70,876 $4M $50.37
6 VGIT 2.13% 57,203 $3M $59.55
7 IBTI 2.00% 143,997 $3M $22.28
8 BNDX 1.90% 63,478 $3M $48.05
9 DBMF 1.76% 93,486 $3M $30.15
10 TMUS 1.70% 12,976 $3M $210.03
11 COST 1.61% 2,586 $3M $996.43
12 MELI 1.43% 1,325 $2M $1,729.02
13 CTA 1.38% 73,361 $2M $30.22
14 MNA 1.38% 60,965 $2M $36.35
15 EXPE 1.35% 9,373 $2M $230.89
16 AMZN 1.33% 10,264 $2M $208.27
17 NICE 1.32% 19,215 $2M $110.26
18 ING 1.32% 81,109 $2M $26.05
19 INGR 1.30% 18,423 $2M $112.66
20 CMI 1.28% 3,823 $2M $538.02
21 BMRN 1.28% 36,312 $2M $56.49
22 MDLZ 1.28% 35,511 $2M $57.64
23 YUMC 1.26% 41,385 $2M $48.78
24 FLOT 1.26% 39,548 $2M $50.95
25 AOS 1.25% 30,438 $2M $65.94
26 WIX 1.25% 22,228 $2M $90.07
27 TM 1.22% 9,500 $2M $206.09
28 DECK 1.22% 19,518 $2M $100.09
29 FIZZ 1.19% 56,871 $2M $33.65
30 KDP 1.19% 72,144 $2M $26.33
31 TLT 1.11% 20,564 $2M $86.69
32 PHYS 1.08% 48,950 $2M $35.44
33 TSM 1.08% 5,133 $2M $337.95
34 PINS 1.07% 93,629 $2M $18.34
35 G 1.06% 45,390 $2M $37.25
36 AAL 1.03% 153,939 $2M $10.74
37 MSFT 1.01% 4,353 $2M $370.17
38 CRM 1.00% 8,544 $2M $186.67
39 USHY 0.98% 42,783 $2M $36.84
40 IDEV 0.97% 18,589 $2M $83.57
41 EXLS 0.94% 49,736 $2M $30.45
42 JPM 0.93% 5,046 $1M $294.16
43 ALL 0.88% 6,833 $1M $207.34
44 BIL 0.88% 15,416 $1M $91.64
45 IGV 0.78% 15,635 $1M $80.05
46 SANM 0.73% 8,982 $1M $129.64
47 EDU 0.69% 19,539 $1M $56.63
48 HOOD 0.68% 15,725 $1M $69.30
49 JNJ 0.68% 4,427 $1M $244.44
50 HDB 0.67% 43,399 $1M $24.88
51 XLU 0.67% 23,506 $1M $45.89
52 DELL 0.66% 6,436 $1M $164.13
53 KLAC 0.65% 708 $1M $1,472.41
54 TRGP 0.65% 4,134 $1M $250.73
55 HAL 0.64% 26,389 $1M $38.99
56 EDIV 0.64% 25,944 $1M $39.48
57 TJX 0.62% 6,227 $994K $159.70
58 META 0.61% 1,703 $974K $572.13
59 GILD 0.60% 6,930 $966K $139.37
60 AMAT 0.57% 2,681 $916K $341.79
61 GEV 0.57% 1,039 $907K $872.90
62 LLY 0.56% 984 $905K $919.77
63 LIN 0.56% 1,816 $900K $495.76
64 VEU 0.56% 11,986 $900K $75.10
65 BAESY 0.56% 7,699 $897K $116.50
66 NVT 0.56% 7,548 $893K $118.28
67 PWR 0.54% 1,590 $873K $549.02
68 AVGO 0.54% 2,797 $866K $309.51
69 RMME 0.54% 8,606 $864K $100.35
70 BK 0.54% 7,274 $863K $118.63
71 HON 0.53% 3,769 $852K $226.03
72 FCX 0.49% 13,481 $792K $58.78
73 CVX 0.47% 3,639 $753K $206.90
74 SLB 0.45% 14,123 $726K $51.39
75 RPRX 0.45% 15,103 $724K $47.97
76 GS 0.45% 845 $715K $845.99
77 FSLR 0.43% 3,528 $696K $197.26
78 ASML 0.43% 524 $692K $1,320.83
79 NFLX 0.43% 7,191 $691K $96.15
80 APH 0.42% 5,336 $674K $126.35
81 CB 0.35% 1,736 $566K $325.93
82 LHX 0.34% 1,600 $552K $345.15
83 ABBV 0.34% 2,533 $551K $217.49
84 DIS 0.34% 5,686 $548K $96.38
85 CL 0.34% 6,328 $539K $85.23
86 EQIX 0.34% 550 $539K $980.24
87 BRK-B 0.33% 1,094 $524K $479.20
88 MRK 0.30% 3,965 $477K $120.29
89 COHR 0.29% 1,974 $470K $238.21
90 ROST 0.29% 2,144 $464K $216.63
91 RL 0.29% 1,344 $462K $343.99
92 WMT 0.29% 3,695 $459K $124.28
93 ADC 0.28% 6,020 $454K $75.38
94 USB 0.28% 8,686 $452K $52.01
95 MCK 0.28% 511 $442K $865.36
96 ITT 0.27% 2,313 $441K $190.53
97 CME 0.27% 1,492 $441K $295.35
98 TPR 0.27% 3,117 $440K $141.11
99 STT 0.27% 3,470 $439K $126.56
100 CAT 0.27% 619 $439K $708.46

New Positions

SymbolValue% Port
NVDA $5M 3.07%
GOOGL $5M 2.94%
AAPL $4M 2.39%
EMLC $4M 2.23%
JAAA $4M 2.23%
VGIT $3M 2.13%
IBTI $3M 2.00%
BNDX $3M 1.90%
DBMF $3M 1.76%
TMUS $3M 1.70%
COST $3M 1.61%
MELI $2M 1.43%
CTA $2M 1.38%
MNA $2M 1.38%
EXPE $2M 1.35%
View SEC EDGAR Filings for Collaborative Fund Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms