13F Filings History of Colony Family Offices, LLC

Latest 13F report
Q3 2025 - 24 Oct 2025
Value $
$386,257,263
Signature - Title
Eric D. Ridenour - Managing Director/Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Colony Family Offices, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colony Family Offices, LLC reported 68 stock holdings with total value $386,257,263 as of Q3 2025. Top holdings included DFUS, IEFA, IJR, VWO, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 68 $386,257,263 +$11,855,138 -$38,320,035 -$26,464,897 DFUS, IEFA, IJR, VWO, VTEB 13F-HR 24 Oct 2025, 09:10
Q2 2025 65 $386,805,899 +$47,827,020 -$6,268,245 +$41,558,775 DFUS, IEFA, IJR, VWO, DFAE 13F-HR 23 Jul 2025, 11:33
Q1 2025 70 $320,559,816 +$16,168,119 -$9,700,102 +$6,468,017 DFUS, IEFA, IJR, VWO, QLTY 13F-HR 21 Apr 2025, 15:38
Q4 2024 78 $318,293,593 +$10,005,600 -$4,493,708 +$5,511,892 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 11 Feb 2025, 16:37
Q3 2024 64 $322,224,997 +$25,691,986 -$32,034,748 -$6,342,762 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 07 Nov 2024, 14:18
Q2 2024 60 $311,421,622 +$7,241,052 -$7,416,769 -$175,717 DFUS, IEFA, VUSB, IJR, VWO 13F-HR 02 Aug 2024, 13:13
Q1 2024 70 $309,081,449 +$12,377,549 -$3,629,570 +$8,747,979 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 01 May 2024, 08:32
Q4 2023 66 $289,140,143 +$37,669,349 -$412,483 +$37,256,866 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 08 Feb 2024, 08:35
Q3 2023 42 $234,314,962 +$5,120,393 -$544,040 +$4,576,353 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 13 Nov 2023, 09:03
Q2 2023 40 $237,138,724 +$33,958,536 -$20,044,545 +$13,913,991 DFUS, VUSB, IEFA, IJR, VWO 13F-HR 27 Jul 2023, 10:49
Q1 2023 95 $261,045,457 +$13,013,013 -$6,121,571 +$6,891,442 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 09 May 2023, 15:20
Q4 2022 77 $240,124,778 +$27,615,615 -$5,221,990 +$22,393,625 DFUS, IEFA, IJR, VWO, VUSB 13F-HR 06 Feb 2023, 09:08
Q3 2022 79 $230,991,000 +$34,487,256 -$6,371,456 +$28,115,800 DFUS, IEFA, VTIP, IJR, GUNR 13F-HR 21 Oct 2022, 11:46
Q2 2022 69 $220,460,000 +$63,831,670 -$9,607,926 +$54,223,744 DFUS, VTIP, IEFA, IJR, GUNR 13F-HR 02 Aug 2022, 11:09
Q1 2022 33 $208,448,000 +$14,184,011 -$3,761,671 +$10,422,340 DFUS, VTIP, IEFA, IJR, SCZ 13F-HR 28 Apr 2022, 10:42
Q4 2021 27 $207,378,000 +$41,491,033 -$132,462 +$41,358,571 DFUS, VTIP, IEFA, IJR, SCZ 13F-HR 02 Feb 2022, 13:58
Q3 2021 20 $160,234,000 +$6,402,115 -$8,591,228 -$2,189,113 DFUS, VTIP, IEFA, IJR, VWO 13F-HR 21 Oct 2021, 11:40
Q2 2021 24 $163,807,000 +$52,094,753 -$19,180,620 +$32,914,133 DFUS, VTIP, IEFA, IJR, VWO Restatement 01 Sep 2021, 15:35
Q1 2021 50 $126,564,000 +$21,155,310 -$5,259,720 +$15,895,590 VTIP, IEFA, IJR, VWO, VIG 13F-HR 11 May 2021, 12:41
Q4 2020 27 $106,295,000 $0 IEFA, VTIP, IJR, VIG, VWO 13F-HR 05 Feb 2021, 17:51