Colony Family Offices, LLC
•CIK: 1633573•Filing: Q4 2025
**Colony Family Offices, LLC** manages $401M across a diversified portfolio of 65 positions. The fund exhibits significant overweighting in international and thematic equity exposure, highlighted by the top holdings in DFUS ($84.2M) and IEFA ($58.2M). Further allocations include substantial positions in IJR ($36.3M) and VWO ($24.4M), indicating a strategic focus on global market diversification. This structure suggests a mandate prioritizing established international and sector-specific growth vectors.
Total AUM
$400.6M
QoQ Performance
+3.7%
Positions
27
Top 10 Concentration
74.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
IEFA
IJR
VWO
DFUS21.0%
IEFA14.5%
IJR9.1%
VWO6.1%
DFAE4.9%
VTEB4.9%
GUNR4.8%
QLTY4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.0%
ETF3.1%
Technology1.4%
Consumer0.5%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑19 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023