Arkolith/Funds/Collaborative Fund Advisors, LLC

Collaborative Fund Advisors, LLC

CIK 2132074
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Collaborative Fund Advisors, LLC holds a diversified book of 182 stocks worth $171.8M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Schwab Intermediate-Term US and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show Collaborative Fund Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
92
new positions
Added to
41
existing
Trimmed
49
reduced
Sold out
70
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
28%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

70% mapped to company sectors

ETF / fund or unclassified
30%
Information Technology
30%
Consumer Discretionary
9%
Financials
8%
Industrials
7%
Health Care
5%
Materials
4%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

182 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
COM
$7.9M39.6K
4.6%
+41%
Added · +11K sh
2Apple Inc
COM
$5.9M20.3K
3.4%
+34%
Added · +5K sh
3Alphabet Inc
COM
$5.3M14.8K
3.1%
−9.3%
Reduced · −2K sh
4Janus Henderson Aaa Clo E
COM
$5.3M104.4K
3.1%
+47%
Added · +34K sh
5Microsoft Corp
COM
$4.5M12.0K
2.6%
+176%
Added · +8K sh
6Amazon.com Inc
COM
$4.5M18.7K
2.6%
+82%
Added · +8K sh
7Imgp Dbi Managed Futures
COM
$4.3M138.8K
2.5%
+49%
Added · +45K sh
8Vanguard Total Internatio
COM
$4.2M86.4K
2.4%
+36%
Added · +23K sh
9Ishares Broad Usd High Yi
COM
$3.7M99.1K
2.1%
+132%
Added · +56K sh
10Vaneck J. P. Morgan Em Lo
COM
$3.5M135.7K
2.0%
−4.8%
Reduced · −7K sh
11Schwab Intermediate-Term
COM
$2.9M118.7K
1.7%
New
New position
12Schwab Short-Term U.S. TR
COM
$2.9M121.0K
1.7%
New
New position
13Ishares Floating Rate Bon
COM
$2.6M50.9K
1.5%
+29%
Added · +11K sh
14Broadcom Inc
COM
$2.4M6.4K
1.4%
+130%
Added · +4K sh
15Vanguard Mortgage-Backed
COM
$2.4M51.7K
1.4%
New
New position
16JPMorgan Chase & Co
COM
$2.3M6.9K
1.3%
+37%
Added · +2K sh
17Altshares Merger Arbitrag
COM
$2.3M76.0K
1.3%
New
New position
18Ishares Ibonds 2026 Term
COM
$2.0M90.4K
1.2%
New
New position
19Mercadolibre Inc
COM
$1.9M1.1K
1.1%
−17%
Reduced · −219 sh
20Meta Platforms Inc
COM
$1.9M3.3K
1.1%
+93%
Added · +2K sh
21Taiwan Semiconductor Manu
COM
$1.7M3.7K
1.0%
−29%
Reduced · −1K sh
22Applied Materials Inc
COM
$1.7M2.4K
1.0%
−12%
Reduced · −325 sh
23Abbvie Inc
COM
$1.7M6.6K
1.0%
+159%
Added · +4K sh
24Johnson & Johnson
COM
$1.6M6.4K
0.9%
+44%
Added · +2K sh
25Invesco Bulletshares 2027
COM
$1.6M72.2K
0.9%
New
New position
26Micron Technology Inc
COM
$1.6M1.4K
0.9%
New
New position
27Ishares Ibonds Dec 2026 T
COM
$1.5M62.6K
0.9%
New
New position
28Eli Lilly And Company
COM
$1.5M1.2K
0.9%
+25%
Added · +245 sh
29Walmart Inc
COM
$1.4M12.2K
0.8%
+231%
Added · +9K sh
30Visa Inc
COM
$1.3M3.9K
0.8%
New
New position
31Tesla Inc
COM
$1.3M3.2K
0.8%
+195%
Added · +2K sh
32Berkshire Hathaway
COM
$1.2M2.5K
0.7%
+126%
Added · +1K sh
33Yum China Holdings
COM
$1.2M29.5K
0.7%
−29%
Reduced · −12K sh
34Ishares Ibonds Oct 2026 T
COM
$1.2M45.1K
0.7%
New
New position
35Ishares Ibonds 2027 Term
COM
$1.2M53.2K
0.7%
New
New position
36Advanced Micro Devices
COM
$1.2M2.0K
0.7%
New
New position
37Iq Merger Arbitrage ETF
COM
$1.1M30.8K
0.7%
−49%
Reduced · −30K sh
38Neurocrine Biosciences In
COM
$1.1M6.6K
0.6%
+101%
Added · +3K sh
39Amphenol Corp Class A
COM
$1.0M5.9K
0.6%
+11%
Added · +601 sh
40Cisco Systems Inc
COM
$1.0M8.9K
0.6%
New
New position
41Vanguard High-Yield Activ
COM
$1.0M13.8K
0.6%
New
New position
42Wix.com Ltd
COM
$1.0M22.6K
0.6%
+1.7%
Added · +374 sh
43Toyota Motor Corp
COM
$1.0M6.1K
0.6%
−36%
Reduced · −3K sh
44Targa Resources Corp
COM
$991K3.7K
0.6%
−11%
Reduced · −438 sh
45Bank Of New York Mellon
COM
$974K6.7K
0.6%
−7.5%
Reduced · −542 sh
46Howmet Aerospace Inc
COM
$965K3.6K
0.6%
+93%
Added · +2K sh
47ASML Holding NV
COM
$949K477
0.6%
−9.0%
Reduced · −47 sh
48Costco Wholesale Corp
COM
$947K1.0K
0.6%
−61%
Reduced · −2K sh
49Silicon Motion Technology
COM
$935K2.8K
0.5%
New
New position
50Unitedhealth Group Inc
COM
$910K2.2K
0.5%
New
New position
Showing 50 of 182 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026182$171.8M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026160$161.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.