Colony Family Offices, LLC
Family OfficeTop Portfolio Positions
10 positions ·
$15,330,067 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,171 | $6,614,608 | 43.15% | |
| AAPL |
Apple Inc.
Technology
|
10,433 | $2,647,791 | 17.27% | |
| NVDA |
Nvidia Corp
Technology
|
11,895 | $2,074,488 | 13.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,345 | $1,738,013 | 11.34% | |
| IAU |
Ishares Gold Trust
|
11,820 | $1,042,051 | 6.80% | |
| IBIT |
iShares Bitcoin Trust ETF
|
10,545 | $405,138 | 2.64% | |
| KO |
Coca Cola Co
Consumer Defensive
|
4,184 | $318,193 | 2.08% | |
| GLD |
Spdr Gold Trust
|
612 | $263,337 | 1.72% | |
| ATO |
Atmos Energy Corp
Utilities
|
1,135 | $209,657 | 1.37% | |
| OPK |
Opko Health, Inc.
Healthcare
|
14,729 | $16,791 | 0.11% |
Portfolio Trend
22 quarters · across all stocks
Holdings in OPK
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,791 | 14,729 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,558 | 14,729 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $22,829 | 14,729 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $19,442 | 14,729 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $24,450 | 14,729 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $21,651 | 14,729 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,946 | 14,729 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,411 | 14,729 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,674 | 14,729 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $22,240 | 14,729 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $23,566 | 14,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,961 | 14,729 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $21,504 | 14,729 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,411 | 14,729 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $27,837 | 14,729 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $37,264 | 14,729 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $50,667 | 14,729 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $70,846 | 14,729 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $53,760 | 14,729 | Shares | Sole | 2021-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||