Colony Family Offices, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 66 separate positions held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the top holdings including Dimensional ETF Trust funds such as the International Core Equity Market fund (245,673 shares), the Emerging Markets Core Equity Management fund (600,320 shares), and the US Equities Market fund (1,224,151 shares). The firm also holds significant positions in Vanguard ETFs, including the Total Bond Market ETF (138,830 shares) and the International Equity Index FTSE Emerging Markets ETF (357,172 shares).
Among individual stocks, the filing shows a position in NVIDIA Corporation with 14,627 shares. The firm also holds shares in Apple Inc. (7,078 shares) and Coca-Cola Co. (4,184 shares). Additionally, Colony Family Offices holds positions in Barclays Bank PLC (6,574 shares) and Opko Health Inc. (14,729 shares).
