Collaborative Fund Advisors, LLC

SEC CIK
0002132074

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 30, 2026.SEC

Positions
182
+22 vs. Q1 2026
Total value
$171.76M
+$9.86M (+6.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Collaborative Fund Advisors, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock39,647$7.93M4.62%+11,477+40.7%AddedView
AAPLAPPLE INC COMStock20,274$5.87M3.42%+5,158+34.1%AddedView
GOOGLALPHABET INC CAP STK CL AStock14,844$5.3M3.09%−1,523−9.3%ReducedView
JANUS DETROIT STR TR47103U845HENDRSON AAA CL104,418$5.27M3.07%+33,542+47.3%Added–
MSFTMICROSOFT CORP COMStock12,008$4.48M2.61%+7,655+175.9%AddedView
AMZNAMAZON COM INC COMStock18,725$4.46M2.60%+8,461+82.4%AddedView
LITMAN GREGORY FDS TR53700T827IMGP DBI MAN ETF138,844$4.25M2.47%+45,358+48.5%Added–
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF86,441$4.19M2.44%+22,963+36.2%Added–
ISHARES TR46435U853BROAD USD HIGH99,140$3.67M2.14%+56,357+131.7%Added–
VANECK ETF TRUST92189H300JP MRGAN EM LOC135,736$3.47M2.02%−6,782−4.8%Reduced–
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854ETF118,692$2.93M1.70%+118,692New–
SCHWAB STRATEGIC TR808524862SHT TM US TRES120,994$2.92M1.70%+120,994New–
ISHARES TR46429B655FLTG RATE NT ETF50,860$2.6M1.51%+11,312+28.6%Added–
AVGOBROADCOM INC COMStock6,444$2.43M1.42%+3,647+130.4%AddedView
VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771ETF51,651$2.42M1.41%+51,651New–
JPMJPMORGAN CHASE & CO COMStock6,906$2.26M1.32%+1,860+36.9%AddedView
ALTSHARES TRUST02210T108MERGER ARBITRAGE75,953$2.25M1.31%+75,953New–
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E528ETF90,358$2.05M1.19%+90,358New–
MELIMERCADOLIBRE INCCOM1,106$1.88M1.09%−219−16.5%ReducedView
METAMETA PLATFORMS INC CL AStock3,295$1.86M1.08%+1,592+93.5%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR3,655$1.75M1.02%−1,478−28.8%ReducedView
AMATAPPLIED MATLS INC COMStock2,356$1.7M0.99%−325−12.1%ReducedView
ABBVABBVIE INC COMStock6,568$1.65M0.96%+4,035+159.3%AddedView
JNJJOHNSON & JOHNSON COMStock6,367$1.62M0.94%+1,940+43.8%AddedView
INVESCO EXCH TRD SLF IDX FD46138J585BULETSHS 202772,178$1.61M0.94%+72,178New–
MUMICRON TECHNOLOGY INC COMStock1,389$1.6M0.93%+1,389NewView
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0ETF62,577$1.52M0.88%+62,577New–
LLYELI LILLY & CO COMStock1,229$1.47M0.86%+245+24.9%AddedView
WMTWALMART INC COMStock12,217$1.38M0.81%+8,522+230.6%AddedView
VVISA INC COM CL AStock3,928$1.35M0.78%+3,928NewView
TSLATESLA INC COMStock3,201$1.35M0.78%+2,117+195.3%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,477$1.24M0.72%+1,383+126.4%AddedView
YUMCYUM CHINA HLDGS INCCOM29,539$1.21M0.70%−11,846−28.6%ReducedView
ISHARES TR46438G505IBONDS OCT 202645,094$1.18M0.68%+45,094New–
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF46436E478ETF53,208$1.17M0.68%+53,208New–
AMDADVANCED MICRO DEVICES INC COMStock2,010$1.17M0.68%+2,010NewView
NEW YORK LIFE INVESTMENTS ET45409B800MERGE ARBIT ETF30,821$1.12M0.65%−30,144−49.4%Reduced–
NBIXNEUROCRINE BIOSCIENCES INC COMStock6,611$1.11M0.65%+3,318+100.8%AddedView
APHAMPHENOL CORP NEWCL A5,937$1.05M0.61%+601+11.3%AddedView
CSCOCISCO SYS INC COMStock8,880$1.04M0.61%+8,880NewView
VANGUARD FIXED INCOME SECS F922031687HIGH-YIELD ACTV13,772$1.03M0.60%+13,772New–
WIXWIX COM LTDSHS22,602$1.03M0.60%+374+1.7%AddedView
TMTOYOTA MOTOR CORPADS6,068$1.02M0.60%−3,432−36.1%ReducedView
TRGPTARGA RES CORPCOM3,696$991.05K0.58%−438−10.6%ReducedView
BNYBANK OF NY MELLON CORP COMStock6,732$973.52K0.57%−542−7.5%ReducedView
HWMHOWMET AEROSPACE INC COMStock3,590$965.21K0.56%+1,731+93.1%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR477$948.96K0.55%−47−9.0%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock1,012$946.7K0.55%−1,574−60.9%ReducedView
SIMOSILICON MOTION TECHNOLOGY COSPONSORED ADR2,804$934.66K0.54%+2,804NewView
UNHUNITEDHEALTH GROUP INC COMStock2,190$910.23K0.53%+2,190NewView
LINLINDE PLC SHSStock1,752$909.18K0.53%−64−3.5%ReducedView
XOMEXXON MOBIL CORPCOM6,607$903.31K0.53%+5,323+414.6%AddedView
LRCXLAM RESEARCH CORP COM NEWStock2,067$895.69K0.52%+2,067NewView
INGRINGREDION INCCOM9,335$884.12K0.51%−9,088−49.3%ReducedView
ALLALLSTATE CORP COMStock3,644$867.05K0.50%−3,189−46.7%ReducedView
COLLABORATIVE INVESTMNT SER19423L391RAREVIEW GOVT MO8,206$823.39K0.48%−400−4.6%Reduced–
PINSPINTEREST INCCL A37,951$798.11K0.46%−55,678−59.5%ReducedView
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF8,658$793.42K0.46%−6,758−43.8%Reduced–
GEVGE VERNOVA INC COMStock661$776.58K0.45%−378−36.4%ReducedView
TMUST-MOBILE US INC COMStock4,469$749.59K0.44%−8,507−65.6%ReducedView
INGING GROEP N.V.SPONSORED ADR23,282$730.59K0.43%−57,827−71.3%ReducedView
TECKTECK RESOURCES LTDCL B12,191$724.88K0.42%+12,191NewView
WISDOMTREE TR97717W281EMG MKTS SMCAP10,862$702.88K0.41%+10,862New–
CCITIGROUP INC COM NEWStock4,866$681.05K0.40%+4,866NewView
GOOGALPHABET INC CAP STK CL CStock1,859$656.84K0.38%+1,859NewView
CATCATERPILLAR INC COMStock601$640.01K0.37%−18−2.9%ReducedView
ETFIS SER TR I26923G806VIRTUS REAVES UT7,822$639.37K0.37%+7,822New–
KDPKEURIG DR PEPPER INCCOM19,352$633.39K0.37%−52,792−73.2%ReducedView
CBCHUBB LIMITED COMStock1,846$629.01K0.37%+110+6.3%AddedView
VIPSVIPSHOP HLDGS LTDSPONSORED ADS A46,749$619.89K0.36%+33,622+256.1%AddedView
GEGE AEROSPACE COM NEWStock1,654$618.15K0.36%+1,654NewView
CLCOLGATE PALMOLIVE CO COMStock6,724$616.46K0.36%+396+6.3%AddedView
ORCLORACLE CORP COMStock4,088$599.1K0.35%+4,088NewView
SYYSYSCO CORP COMStock7,041$588.49K0.34%+7,041NewView
CMICUMMINS INC COMStock821$585.55K0.34%−3,002−78.5%ReducedView
ADIANALOG DEVICES INC COMStock1,465$581.85K0.34%+1,465NewView
DISDISNEY WALT CO COMStock6,038$581.16K0.34%+352+6.2%AddedView
TPRTAPESTRY INCCOM3,959$579.52K0.34%+842+27.0%AddedView
BMIBADGER METER INCCOM3,867$573.79K0.33%+3,867NewView
DELLDELL TECHNOLOGIES INC CL CStock1,313$566.51K0.33%−5,123−79.6%ReducedView
MDAMDA SPACE LTDCOM13,670$564.3K0.33%+13,670NewView
KOCOCA COLA CO COMStock6,891$560.03K0.33%+6,891NewView
MRKMERCK & CO INC COMStock4,323$555.51K0.32%+358+9.0%AddedView
RTXRTX CORPORATION COMStock2,864$543.39K0.32%+2,864NewView
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF11,934$541.09K0.32%−11,572−49.2%Reduced–
JCIJOHNSON CTLS INTL PLC SHSStock3,669$536.08K0.31%+3,669NewView
PGPROCTER & GAMBLE CO COMStock3,633$532.74K0.31%+3,633NewView
STTSTATE STR CORPCOM3,119$528.98K0.31%−351−10.1%ReducedView
HDBHDFC BANK LTDSPONSORED ADS20,441$527.99K0.31%−22,958−52.9%ReducedView
ABBNYABB LTDSPONSORED ADR4,847$526.87K0.31%−366−7.0%ReducedView
NICENICE LTDSPONSORED ADR5,788$525.84K0.31%−13,427−69.9%ReducedView
SIEMENS A G SPONSORED ADR826197501COM3,263$525.05K0.31%−201−5.8%Reduced–
RPRXROYALTY PHARMA PLCSHS CLASS A9,331$523.19K0.30%−5,772−38.2%ReducedView
NVTNVENT ELEC PLCSHS3,043$516.12K0.30%−4,505−59.7%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock509$514.79K0.30%−336−39.8%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock1,036$514.61K0.30%+106+11.4%AddedView
TDCTERADATA CORP DEL COMStock14,808$513.1K0.30%+14,808NewView
PWRQUANTA SVCS INCCOM709$510.51K0.30%−881−55.4%ReducedView
KLACKLA CORPCOM NEW1,670$503.86K0.29%+962+135.9%AddedView
RLRALPH LAUREN CORPCL A1,244$499.35K0.29%−100−7.4%ReducedView

Sold out since Q1 2026 (70)

Positions held at the end of Q1 2026 that are no longer in this filing.

Collaborative Fund Advisors, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS57,203$3.41M2.10%
ISHARES TR46436E833IBONDS 28 TRM TS143,997$3.21M1.98%
SIMPLIFY EXCHANGE TRADED FUN82889N699MANAGED FUTURES73,361$2.22M1.37%
EXPEEXPEDIA GROUP INC COM NEWStock9,373$2.16M1.34%
BMRNBIOMARIN PHARMACEUTICAL INCCOM36,312$2.05M1.27%
MDLZMONDELEZ INTL INC CL AStock35,511$2.05M1.26%
AOSSMITH A O CORPCOM30,438$2.01M1.24%
DECKDECKERS OUTDOOR CORPCOM19,518$1.95M1.21%
FIZZNATIONAL BEVERAGE CORPCOM56,871$1.91M1.18%
ISHARES TR46428743220 YR TR BD ETF20,564$1.78M1.10%
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR48,950$1.73M1.07%
GGENPACT LIMITEDSHS45,390$1.69M1.04%
AALAMERICAN AIRLINES GROUP INC COMStock153,939$1.65M1.02%
CRMSALESFORCE INC COMStock8,544$1.59M0.99%
ISHARES TR46435G326CORE MSCI INTL18,589$1.55M0.96%
EXLSEXLSERVICE HLDGS INCCOM49,736$1.51M0.94%
ISHARES TR464287515EXPANDED TECH15,635$1.25M0.77%
SANMSANMINA CORPCOM8,982$1.16M0.72%
PNFPPINNACLE FINL PARTNERS INCCOM13,285$1.14M0.71%
HOODROBINHOOD MKTS INC COM CL AStock15,725$1.09M0.67%
HALHALLIBURTON CO COMStock26,389$1.03M0.64%
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF25,944$1.02M0.63%
GILDGILEAD SCIENCES INC COMStock6,930$965.83K0.60%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF11,986$900.15K0.56%
BAESYBAE SYSTEMS PLC SPONSORED ADRADR7,699$896.93K0.55%
HONHoneywell TechnologiesCOM3,769$851.91K0.53%
FCXFREEPORT MCMORAN INC CL BStock13,481$792.41K0.49%
CVXCHEVRON CORPORATION COMStock3,639$752.91K0.47%
FSLRFIRST SOLAR INC COMStock3,528$695.93K0.43%
LHXL3HARRIS TECHNOLOGIES INC COMStock1,600$552.24K0.34%
COHRCOHERENT CORPCOM1,974$470.23K0.29%
ROSTROSS STORES INCCOM2,144$464.46K0.29%
USBUS BANCORPCOM NEW8,686$451.76K0.28%
ITTITT INCCOM2,313$440.7K0.27%
CMECME GROUP INCCOM1,492$440.66K0.27%
MNSTMONSTER BEVERAGE CORP NEWCOM5,959$431.79K0.27%
ICEINTERCONTINENTAL EXCHANGE INC COMStock2,735$430.16K0.27%
HUBBHUBBELL INCCOM856$420.07K0.26%
STAGSTAG INDUSTRIAL INCCOM11,597$418.19K0.26%
CUZCOUSINS PPTYS INCCOM NEW16,403$370.22K0.23%
NEMNEWMONT CORP COMStock3,171$343.26K0.21%
VEEVVEEVA SYS INC CL A COMStock1,899$333.58K0.21%
PSLVSPROTT ASSET MANAGEMENT LPPHYSICAL SILVER13,464$328.39K0.20%
SAAB AB ADR78516J101SA9,156$299.86K0.19%
AZNASTRAZENECA PLC ORDADR1,492$294.25K0.18%
HIIHUNTINGTON INGALLS INDS INCCOM771$292.9K0.18%
NUNU HLDGS LTDORD SHS CL A20,248$290.96K0.18%
REGREGENCY CTRS CORPCOM3,523$266.55K0.16%
SNYSANOFI SASPONSORED ADR5,524$266.15K0.16%
CFCF INDUSTRIES HOLDCOM2,033$263.97K0.16%
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,791$261.99K0.16%
MOG.AMOOG INCCL A876$256.35K0.16%
VICIVICI PPTYS INCCOM9,319$254.6K0.16%
BWXTBWX TECHNOLOGIES INCCOM1,243$254.18K0.16%
ALVAUTOLIV INCCOM2,359$248.07K0.15%
HASHASBRO INCCOM2,647$247.76K0.15%
FCNFTI CONSULTING INCCOM1,395$246.59K0.15%
BIIBBIOGEN INCCOM1,327$243.28K0.15%
JANUS HENDERSON GROUP PLCG4474Y214ORD SHS4,706$241.75K0.15%
Tencent Holdings Ltd ADR88032Q109COM3,816$241.25K0.15%
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A3,922$240.62K0.15%
MLIMUELLER INDS INCCOM2,168$240.21K0.15%
SRESEMPRA COMStock2,457$238.75K0.15%
EPAMEPAM SYS INCCOM1,741$235.73K0.15%
NTNXNUTANIX INC CL AStock6,008$228.36K0.14%
SYNASYNAPTICS INC COMStock3,205$224.48K0.14%
EXREXTRA SPACE STORAGE INCCOM1,669$218.86K0.14%
CMSCMS ENERGY CORPCOM2,742$212.72K0.13%
GSKGSK PLC SPONSORED ADRADR3,731$205.91K0.13%
CSTMCONSTELLIUM SECL A SHS8,283$203.6K0.13%

13F filings by quarter

Collaborative Fund Advisors, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 30, 2026182$171.76Mvs. Q1 2026SEC
Q1 2026Apr 28, 2026160$161.9M–SEC