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Holders — by stockHoldings — by fund

Collaborative Fund Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2132074

$171.8M

disclosed book value

182

positions

4.6%

largest position share

Positions, as of 2026-06-30

top 100 of 182 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORP39,647$7.9M4.6%
2AAPLAPPLE INC20,274$5.9M3.4%
3GOOGLALPHABET INC14,844$5.3M3.1%
4JAAAJANUS HENDERSON AAA CLO E104,418$5.3M3.1%
5MSFTMICROSOFT CORP12,008$4.5M2.6%
6AMZNAMAZON.COM INC18,725$4.5M2.6%
7DBMFIMGP DBI MANAGED FUTURES138,844$4.3M2.5%
8BNDXVANGUARD TOTAL INTERNATIO86,441$4.2M2.4%
9USHYISHARES BROAD USD HIGH YI99,140$3.7M2.1%
10EMLCVANECK J. P. MORGAN EM LO135,736$3.5M2%
11SCHRSCHWAB INTERMEDIATE-TERM118,692$2.9M1.7%
12SCHOSCHWAB SHORT-TERM U.S. TR120,994$2.9M1.7%
13FLOTISHARES FLOATING RATE BON50,860$2.6M1.5%
14AVGOBROADCOM INC6,444$2.4M1.4%
15VMBSVANGUARD MORTGAGE-BACKED51,651$2.4M1.4%
16JPMJPMORGAN CHASE & CO6,906$2.3M1.3%
17ARBALTSHARES MERGER ARBITRAG75,953$2.3M1.3%
18IBHFISHARES IBONDS 2026 TERM90,358$2.0M1.2%
19MELIMERCADOLIBRE INC1,106$1.9M1.1%
20METAMETA PLATFORMS INC3,295$1.9M1.1%
21TSMTAIWAN SEMICONDUCTOR MANU3,655$1.7M1%
22AMATAPPLIED MATERIALS INC2,356$1.7M1%
23ABBVABBVIE INC6,568$1.7M1%
24JNJJOHNSON & JOHNSON6,367$1.6M0.9%
25BSJRINVESCO BULLETSHARES 202772,178$1.6M0.9%
26MUMICRON TECHNOLOGY INC1,389$1.6M0.9%
27IBDRISHARES IBONDS DEC 2026 T62,577$1.5M0.9%
28LLYELI LILLY AND COMPANY1,229$1.5M0.9%
29WMTWALMART INC12,217$1.4M0.8%
30VVISA INC3,928$1.3M0.8%
31TSLATESLA INC3,201$1.3M0.8%
32BRK/BBERKSHIRE HATHAWAY2,477$1.2M0.7%
33YUMCYUM CHINA HOLDINGS29,539$1.2M0.7%
34IBICISHARES IBONDS OCT 2026 T45,094$1.2M0.7%
35IBHGISHARES IBONDS 2027 TERM53,208$1.2M0.7%
36AMDADVANCED MICRO DEVICES2,010$1.2M0.7%
37MNAIQ MERGER ARBITRAGE ETF30,821$1.1M0.7%
38NBIXNEUROCRINE BIOSCIENCES IN6,611$1.1M0.6%
39APHAMPHENOL CORP CLASS A5,937$1.0M0.6%
40CSCOCISCO SYSTEMS INC8,880$1.0M0.6%
41VGHYVANGUARD HIGH-YIELD ACTIV13,772$1.0M0.6%
42WIX.COM LTD22,602$1.0M0.6%
43TMTOYOTA MOTOR CORP6,068$1.0M0.6%
44TRGPTARGA RESOURCES CORP3,696$991,0450.6%
45BNYBANK OF NEW YORK MELLON6,732$973,5150.6%
46HWMHOWMET AEROSPACE INC3,590$965,2070.6%
47ASML HOLDING NV477$948,9630.6%
48COSTCOSTCO WHOLESALE CORP1,012$946,6960.6%
49SIMOSILICON MOTION TECHNOLOGY2,804$934,6570.5%
50UNHUNITEDHEALTH GROUP INC2,190$910,2300.5%
51NEW LINDE PLC1,752$909,1830.5%
52EXMOCEXXON MOBIL CORP6,607$903,3090.5%
53LRCXLAM RESEARCH CORP2,067$895,6930.5%
54INGRINGREDION INC9,335$884,1180.5%
55ALLALLSTATE CORP3,644$867,0530.5%
56RMMERAREVIEW GOVERNMENT MONEY8,206$823,3900.5%
57PINSPINTEREST INC37,951$798,1100.5%
58BILSTATE STREET SPDR BLOOMBE8,658$793,4190.5%
59GEVGE VERNOVA LLC661$776,5820.5%
60TMUST-MOBILE US INC4,469$749,5850.4%
61INGING GROEP NV23,282$730,5890.4%
62TECKTECK RESOURCES LTD12,191$724,8770.4%
63DGSWISDOM TREE TRUST - WISDO10,862$702,8800.4%
64CCITIGROUP INC4,866$681,0450.4%
65GOOGALPHABET INC1,859$656,8400.4%
66CATCATERPILLAR INC601$640,0050.4%
67UTESVIRTUS REAVES UTILITIES E7,822$639,3700.4%
68KDPKEURIG DR PEPPER INC19,352$633,3910.4%
69CHUBB LIMITED1,846$629,0060.4%
70VIPSVIPSHOP HOLDINGS LTD46,749$619,8920.4%
71GEGENERAL ELECTRIC COMPANY1,654$618,1490.4%
72CLCOLGATE-PALMOLIVE CO6,724$616,4560.4%
73ORCLORACLE CORP4,088$599,0960.3%
74SYYSYSCO CORP7,041$588,4870.3%
75CMICUMMINS INC821$585,5450.3%
76ADIANALOG DEVICES INC1,465$581,8540.3%
77DISWALT DISNEY CO6,038$581,1580.3%
78TPRTAPESTRY INC3,959$579,5180.3%
79BMIBADGER METER INC3,867$573,7850.3%
80DELLDELL TECHNOLOGIES INC1,313$566,5070.3%
81MDAMDA SPACE LTD13,670$564,2980.3%
82KOCOCA COLA CO6,891$560,0320.3%
83MRKMERCK & COMPANY INC4,323$555,5060.3%
84RTXRTX CORP2,864$543,3870.3%
85XLUSTATE STREET UTILITIES11,934$541,0880.3%
86JOHNSON CONTROLS INTL3,669$536,0780.3%
87PGPROCTER & GAMBLE CO3,633$532,7430.3%
88STTSTATE STREET CORP3,119$528,9820.3%
89HDBHDFC BANK LTD20,441$527,9910.3%
90ABBNYABB LTD4,847$526,8690.3%
91NICENICE LTD5,788$525,8400.3%
92SIEGYSIEMENS AG3,263$525,0490.3%
93ROYALTY PHARMA PLC9,331$523,1890.3%
94NVENT ELECTRIC PLC3,043$516,1230.3%
95GSGOLDMAN SACHS GROUP INC509$514,7870.3%
96VRTXVERTEX PHARMACEUTICALS1,036$514,6120.3%
97TDCTERADATA CORP14,808$513,0970.3%
98PWRQUANTA SERVICES INC709$510,5080.3%
99KLACKLA CORP1,670$503,8560.3%
100RLPOLO RALPH LAUREN CORP1,244$499,3540.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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