SEC 13F Intelligence

Managers / Q1 2026

Collaborative Fund Advisors, LLCNEW FILER

CIK 0002132074 · 500 DAMONTE RANCH PARKWAY, BLDG 700, UNIT 700, RENO, NV, 89521 · 203-629-3300

Reported Value
$162M
Q1 2026
Positions
160
Filings on Record
1
2019–present window
Filed
Apr 28, 2026
original filing

Summary

Collaborative Fund Advisors, LLC reported $162M in U.S.-listed holdings across 160 positions for Q1 2026.

Its largest position, NVDA, represents 3.0% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+22.1%
share of reported value
Largest Position
+3.0%
Nvidia

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $162MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 59.1%ETP: 23.2%ADR: 8.9%Other: 5.7%REIT: 1.8%Other: 1.3%
  • Common Stock · 59.1% · $96M
  • ETP · 23.2% · $38M
  • ADR · 8.9% · $14M
  • Other · 5.7% · $9M
  • REIT · 1.8% · $3M
  • Other · 1.3% · $2M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
NVDANVIDIA CORPNEW+28.2K28.2K+$5M$5M
GOOGLALPHABET INCNEW+16.4K16.4K+$5M$5M
AAPLAPPLE INCNEW+15.1K15.1K+$4M$4M
VANECK J. P. MORGAN EM LONEW+142.5K142.5K+$4M$4M
JANUS HENDERSON AAA CLO ENEW+70.9K70.9K+$4M$4M
VANGUARD INTERMEDIATE TERNEW+57.2K57.2K+$3M$3M
ISHARES IBONDS DEC 2028 TNEW+144.0K144.0K+$3M$3M
VANGUARD TOTAL INTERNATIONEW+63.5K63.5K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPhistory →COM3.03%$5M28.2K
2GOOGLALPHABET INChistory →COM2.91%$5M16.4K
3AAPLAPPLE INChistory →COM2.37%$4M15.1K
4VANECK J. P. MORGAN EM LOCOM2.21%$4M142.5K
5JANUS HENDERSON AAA CLO ECOM2.21%$4M70.9K
6VANGUARD INTERMEDIATE TERCOM2.10%$3M57.2K
7ISHARES IBONDS DEC 2028 TCOM1.98%$3M144.0K
8VANGUARD TOTAL INTERNATIOCOM1.88%$3M63.5K
9IMGP DBI MANAGED FUTURESCOM1.74%$3M93.5K
10TMUST-MOBILE US INChistory →COM1.68%$3M13.0K
11COSTCOSTCO WHOLESALE CORPhistory →COM1.59%$3M2.6K
12MLB1MERCADOLIBRE INChistory →COM1.42%$2M1.3K
13SIMPLIFY MANAGED FUTURESCOM1.37%$2M73.4K
14IQ MERGER ARBITRAGE ETFCOM1.37%$2M61.0K
15EXPEEXPEDIA GROUP INChistory →COM1.34%$2M9.4K
16AMZNAMAZON.COM INChistory →COM1.32%$2M10.3K
17NSYNICE LTDhistory →COM1.31%$2M19.2K
18INGING GROEP NVhistory →COM1.31%$2M81.1K
19INGRINGREDION INChistory →COM1.28%$2M18.4K
20CMICUMMINS INChistory →COM1.27%$2M3.8K
21BMRNBIOMARIN PHARMACEUTICALhistory →COM1.27%$2M36.3K
22MDLZMONDELEZ INTLhistory →COM1.26%$2M35.5K
23YUMCYUM CHINA HOLDINGShistory →COM1.25%$2M41.4K
24ISHARES FLOATING RATE BONCOM1.24%$2M39.5K
25AOSSMITH (A.O.) CORPhistory →COM1.24%$2M30.4K
26WIX.COM LTDCOM1.24%$2M22.2K
27TMTOYOTA MOTOR CORPhistory →COM1.21%$2M9.5K
28DECKDECKERS OUTDOOR CORPhistory →COM1.21%$2M19.5K
29FIZZNATIONAL BEVERAGE CORPhistory →COM1.18%$2M56.9K
30KDPKEURIG DR PEPPER INChistory →COM1.17%$2M72.1K
31ISHARES 20 Plus YEAR TREASURYCOM1.10%$2M20.6K
32SPROTT PHYSICAL GOLD TRUSCOM1.07%$2M49.0K
33TSMTAIWAN SEMICONDUCTOR MANUhistory →COM1.07%$2M5.1K
34PINSPINTEREST INChistory →COM1.06%$2M93.6K
35GENPACT LTDCOM1.04%$2M45.4K
36AALAMERICAN AIRLINES GROUPhistory →COM1.02%$2M153.9K
37MSFTMICROSOFT CORPCOM1.00%$2M4.4K
38CRMSALESFORCE INCCOM0.99%$2M8.5K
39ISHARES BROAD USD HIGH YICOM0.97%$2M42.8K
40ISHARES CORE MSCI INTERNACOM0.96%$2M18.6K
41EXLSEXLSERVICE HOLDINGS INCCOM0.94%$2M49.7K
42JPMJPMORGAN CHASE & COCOM0.92%$1M5.0K
43ALSALLSTATE CORPCOM0.88%$1M6.8K
44STATE STREET SPDR BLOOMBECOM0.87%$1M15.4K
45ISHARES EXPANDED TECH SOFCOM0.77%$1M15.6K
46SANMSANMINA CORPCOM0.72%$1M9.0K
47PNFPPINNACLE FINANCIAL PARTNECOM0.71%$1M13.3K
48NEW ORIENTAL EDUCATIONCOM0.68%$1M19.5K
49HOODROBINHOOD MARKETS INCCOM0.67%$1M15.7K
50JNJJOHNSON & JOHNSONCOM0.67%$1M4.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$162M160Apr 28, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.