Collaborative Fund Advisors, LLC — 13F Holdings & Portfolio

CIK 2132074 · latest 13F-HR filed 2026-04-28

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$161.9M

Long-equity book

Holdings

160

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $4.9M 3.03% 28,170 SH
2 ALPHABET INC GOOGL 02079K305 $4.7M 2.91% 16,367 SH
3 APPLE INC AAPL 037833100 $3.8M 2.37% 15,116 SH
4 VANECK J. P. MORGAN EM LO EMLC 92189H300 $3.6M 2.21% 142,518 SH
5 JANUS HENDERSON AAA CLO E JAAA 47103U845 $3.6M 2.21% 70,876 SH
6 VANGUARD INTERMEDIATE TER VGIT 92206C706 $3.4M 2.10% 57,203 SH
7 ISHARES IBONDS DEC 2028 T IBTI 46436E833 $3.2M 1.98% 143,997 SH
8 VANGUARD TOTAL INTERNATIO BNDX 92203J407 $3.1M 1.88% 63,478 SH
9 IMGP DBI MANAGED FUTURES DBMF 53700T827 $2.8M 1.74% 93,486 SH
10 T-MOBILE US INC TMUS 872590104 $2.7M 1.68% 12,976 SH
11 COSTCO WHOLESALE CORP COST 22160K105 $2.6M 1.59% 2,586 SH
12 MERCADOLIBRE INC MELI 58733R102 $2.3M 1.42% 1,325 SH
13 SIMPLIFY MANAGED FUTURES CTA 82889N699 $2.2M 1.37% 73,361 SH
14 IQ MERGER ARBITRAGE ETF MNA 45409B800 $2.2M 1.37% 60,965 SH
15 EXPEDIA GROUP INC EXPE 30212P303 $2.2M 1.34% 9,373 SH
16 AMAZON.COM INC AMZN 023135106 $2.1M 1.32% 10,264 SH
17 NICE LTD NICE 653656108 $2.1M 1.31% 19,215 SH
18 ING GROEP NV ING 456837103 $2.1M 1.31% 81,109 SH
19 INGREDION INC INGR 457187102 $2.1M 1.28% 18,423 SH
20 CUMMINS INC CMI 231021106 $2.1M 1.27% 3,823 SH
21 BIOMARIN PHARMACEUTICAL BMRN 09061G101 $2.1M 1.27% 36,312 SH
22 MONDELEZ INTL MDLZ 609207105 $2.0M 1.26% 35,511 SH
23 YUM CHINA HOLDINGS YUMC 98850P109 $2.0M 1.25% 41,385 SH
24 ISHARES FLOATING RATE BON FLOT 46429B655 $2.0M 1.24% 39,548 SH
25 SMITH (A.O.) CORP AOS 831865209 $2.0M 1.24% 30,438 SH
26 WIX.COM LTD WIX M98068105 $2.0M 1.24% 22,228 SH
27 TOYOTA MOTOR CORP TM 892331307 $2.0M 1.21% 9,500 SH
28 DECKERS OUTDOOR CORP DECK 243537107 $2.0M 1.21% 19,518 SH
29 NATIONAL BEVERAGE CORP FIZZ 635017106 $1.9M 1.18% 56,871 SH
30 KEURIG DR PEPPER INC KDP 49271V100 $1.9M 1.17% 72,144 SH
31 ISHARES 20 Plus YEAR TREASURY TLT 464287432 $1.8M 1.10% 20,564 SH
32 SPROTT PHYSICAL GOLD TRUS PHYS 85207H104 $1.7M 1.07% 48,950 SH
33 TAIWAN SEMICONDUCTOR MANU TSM 874039100 $1.7M 1.07% 5,133 SH
34 PINTEREST INC PINS 72352L106 $1.7M 1.06% 93,629 SH
35 GENPACT LTD G G3922B107 $1.7M 1.04% 45,390 SH
36 AMERICAN AIRLINES GROUP AAL 02376R102 $1.7M 1.02% 153,939 SH
37 MICROSOFT CORP MSFT 594918104 $1.6M 1.00% 4,353 SH
38 SALESFORCE INC CRM 79466L302 $1.6M 0.99% 8,544 SH
39 ISHARES BROAD USD HIGH YI USHY 46435U853 $1.6M 0.97% 42,783 SH
40 ISHARES CORE MSCI INTERNA IDEV 46435G326 $1.6M 0.96% 18,589 SH
41 EXLSERVICE HOLDINGS INC EXLS 302081104 $1.5M 0.94% 49,736 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.92% 5,046 SH
43 ALLSTATE CORP ALL 020002101 $1.4M 0.88% 6,833 SH
44 STATE STREET SPDR BLOOMBE BIL 78468R663 $1.4M 0.87% 15,416 SH
45 ISHARES EXPANDED TECH SOF IGV 464287515 $1.3M 0.77% 15,635 SH
46 SANMINA CORP SANM 801056102 $1.2M 0.72% 8,982 SH
47 PINNACLE FINANCIAL PARTNE PNFP 72348N109 $1.1M 0.71% 13,285 SH
48 NEW ORIENTAL EDUCATION EDU 647581206 $1.1M 0.68% 19,539 SH
49 ROBINHOOD MARKETS INC HOOD 770700102 $1.1M 0.67% 15,725 SH
50 JOHNSON & JOHNSON JNJ 478160104 $1.1M 0.67% 4,427 SH