Colony Family Offices, LLC — 13F holdings

Colony Family Offices, LLC reported 66 holdings worth $438M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $102M (23.2%)
  2. IEFA ISHARES TR — $63.3M (14.5%)
  3. IJR ISHARES TR — $39.8M (9.1%)
  4. DFAE DIMENSIONAL ETF TRUST — $23.6M (5.4%)
  5. QLTY GMO ETF TRUST — $21.6M (4.9%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $21.2M (4.8%)
  7. GUNR FLEXSHARES TR — $20.6M (4.7%)
  8. MUB ISHARES TR — $12.9M (3.0%)
  9. XLK SELECT SECTOR SPDR TR — $11.3M (2.6%)
  10. VUSB VANGUARD BD INDEX FDS — $10.8M (2.5%)