13F Insight
DOSSIER · 13F-HR · Q1 2026

Colony Family Offices, LLC

Colony Family Offices's family office based in Stamford, CT — $406M in tracked AUM across 62 positions as of Q1 2026.

CF
Colony Family Offices·Stamford, CT·Family Office
CIK 0001633573 · last filed Mar 31, 2026
Total AUM
$406M
▼ 4.9%
vs prior
Holdings
62
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Colony Family Offices, LLC manages a portfolio valued at approximately $400.56 million as of December 31, 2025, representing a significant growth of +62.1% from the previous quarter's $247.08 million. The portfolio consists of 65 holdings, displaying a high degree of diversification. The investment strategy is characterized by a "core-satellite" approach with a heavy reliance on passive, index-based ETFs to achieve broad market exposure. The substantial increase in portfo...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$82M1.2M20.2%
02
IEFA
ISHARES TR
$59M652K14.6%
03
IJR
ISHARES TR
$38M303K9.3%
04
VWO
VANGUARD INTL EQUITY INDEX F
$25M457K6.1%
05
GUNR
FLEXSHARES TR
$22M408K5.5%
06
VTEB
VANGUARD MUN BD FDS
$21M430K5.3%
07
DFAE
DIMENSIONAL ETF TRUST
$21M608K5.1%
08
QLTY
GMO ETF TRUST
$18M487K4.4%
09
VUSB
VANGUARD BD INDEX FDS
$12M237K2.9%
10
DFAI
DIMENSIONAL ETF TRUST
$8M218K2.1%

Filing history

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