First seen by DFX
Sep 13, 2026
date not stated
Colony Family Offices, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Colony Family Offices of Charlotte describes itself as an independent multi-family office.)
First seen by DFX
Sep 12, 2026
date not stated
Colony Family Offices, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Colony Family Offices, LLC found on the SEC adviser roster (name)
Colony Family Offices, LLC reported $405,506,825 across 62 13(f) positions for the quarter ended 2026-03-31
Colony Family Offices, LLC reported $400,559,160 across 65 13(f) positions for the quarter ended 2025-12-31
Colony Family Offices, LLC increased Select Sector Spdr Tr 10,587 -> 21,174 shares ($2,537,069 -> $2,528,387)
Colony Family Offices, LLC increased Select Sector Spdr Tr 29,591 -> 59,182 shares ($8,340,519 -> $8,520,433)
Colony Family Offices, LLC reduced Nvidia Corporation 19,700 -> 11,895 shares ($3,675,823 -> $2,218,418)
Colony Family Offices, LLC reported $386,257,263 across 68 13(f) positions for the quarter ended 2025-09-30
Colony Family Offices, LLC opened a $3,675,823 position in Nvidia Corporation (19,700 shares)
Colony Family Offices, LLC reduced Spdr S&p 500 Etf Tr 12,208 -> 8,950 shares ($7,564,024 -> $5,978,699)
Colony Family Offices, LLC increased Vanguard Bd Index Fds 65,597 -> 83,833 shares ($4,829,907 -> $6,234,660)
Colony Family Offices, LLC reduced Ishares Tr 14,589 -> 7,425 shares ($9,058,310 -> $4,969,553)
Colony Family Offices, LLC reduced Ishares Tr 81,839 -> 40,977 shares ($5,075,655 -> $2,674,159)
Colony Family Offices, LLC reduced Ishares Tr 7,490 -> 3,745 shares ($3,180,104 -> $1,754,195)
Colony Family Offices, LLC reported $386,805,899 across 65 13(f) positions for the quarter ended 2025-06-30
Colony Family Offices, LLC increased Dimensional Etf Trust 122,053 -> 178,267 shares ($3,811,701 -> $6,162,697)
Colony Family Offices, LLC increased Dimensional Etf Trust 539,537 -> 712,989 shares ($13,968,615 -> $20,641,022)
Colony Family Offices, LLC increased Dimensional Etf Trust 19,439 -> 44,527 shares ($1,161,480 -> $2,836,815)
Colony Family Offices, LLC increased Ishares Tr 7,460 -> 14,589 shares ($4,191,774 -> $9,058,310)
Colony Family Offices, LLC increased Ishares Tr 37,573 -> 81,839 shares ($2,192,385 -> $5,075,655)
Colony Family Offices, LLC increased Ishares Tr 3,745 -> 7,490 shares ($1,352,282 -> $3,180,104)
Colony Family Offices, LLC increased Ishares Tr 576,669 -> 721,829 shares ($43,624,976 -> $60,258,248)
Colony Family Offices, LLC increased Spdr S&p 500 Etf Tr 8,447 -> 12,208 shares ($4,739,101 -> $7,564,024)
Colony Family Offices, LLC reported $320,559,816 across 70 13(f) positions for the quarter ended 2025-03-31
Colony Family Offices, LLC increased 2023 Etf Series Trust II 249,614 -> 563,489 shares ($7,980,174 -> $17,641,883)
Colony Family Offices, LLC reduced Vanguard Tax-Managed Fds 44,829 -> 28,538 shares ($2,143,723 -> $1,450,587)
Colony Family Offices, LLC reported $318,293,593 across 78 13(f) positions for the quarter ended 2024-12-31