# EDGAR Filing Document

**Accession Number:** 0001633573
**File Stem:** 0001398344-26-001035
**Filing Date:** 2026-1
**Character Count:** 10542
**Document Hash:** 30128a23c6d591f511f5b06aae50e5e0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-001035.hdr.sgml**: 20260122

**ACCESSION NUMBER**: 0001398344-26-001035

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260122

**DATE AS OF CHANGE**: 20260122

**EFFECTIVENESS DATE**: 20260122

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Colony Family Offices, LLC
- **CENTRAL INDEX KEY:** 0001633573

**ORGANIZATION NAME:**
- **EIN:** 364753754
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20592
- **FILM NUMBER:** 26551659

**BUSINESS ADDRESS:**
- **STREET 1:** 4250 CONGRESS STREET, SUITE 175
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28209
- **BUSINESS PHONE:** 704-285-7300

**MAIL ADDRESS:**
- **STREET 1:** 4250 CONGRESS STREET, SUITE 175
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28209

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Colony Family Offices LLC<br>**Address:** 4250 CONGRESS STREET SUITE 175<br>CHARLOTTE, NC 28209

**Form 13F File Number:** 028-20592

**CRD Number (if applicable):** 000167017

**SEC File Number (if applicable):** 801-77764

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric D. Ridenour<br>**Title:** Managing Director/Chief Compliance Officer<br>**Phone:** 704-285-7300

**Signature, Place, and Date of Signing:**

/s/ Eric D. Ridenour  Charlotte, NC  01-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $400559160

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 1926193 | 8345 | SH |  | SOLE |  | 8345 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3340616 | 12288 | SH |  | SOLE |  | 12288 | 0 | 0 |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 |  | 244239 | 6494 | SH |  | SOLE |  | 6494 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 292503 | 4184 | SH |  | SOLE |  | 4184 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 792324 | 16930 | SH |  | SOLE |  | 16930 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 7932310 | 208142 | SH |  | SOLE |  | 208142 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 19512353 | 599090 | SH |  | SOLE |  | 599090 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 84184095 | 1135015 | SH |  | SOLE |  | 1135015 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 3458855 | 49646 | SH |  | SOLE |  | 49646 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 2034210 | 61755 | SH |  | SOLE |  | 61755 | 0 | 0 |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 316092790 |  | 262297 | 3470 | SH |  | SOLE |  | 3470 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 19163300 | 417956 | SH |  | SOLE |  | 417956 | 0 | 0 |
| GMO ETF TRUST | GMO US QUALITY E | 90139K100 |  | 17359050 | 451353 | SH |  | SOLE |  | 451353 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 523559 | 10545 | SH |  | SOLE |  | 10545 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 959429 | 11820 | SH |  | SOLE |  | 11820 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 245429 | 2233 | SH |  | SOLE |  | 2233 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5220613 | 7622 | SH |  | SOLE |  | 7622 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1106729 | 20229 | SH |  | SOLE |  | 20229 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 57895 | 273 | SH |  | SOLE |  | 273 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 195133 | 2032 | SH |  | SOLE |  | 2032 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 61420 | 638 | SH |  | SOLE |  | 638 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2704482 | 40977 | SH |  | SOLE |  | 40977 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 25601 | 104 | SH |  | SOLE |  | 104 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 3311051 | 25681 | SH |  | SOLE |  | 25681 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 36272367 | 301817 | SH |  | SOLE |  | 301817 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 153571 | 9347 | SH |  | SOLE |  | 9347 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 946292 | 30565 | SH |  | SOLE |  | 30565 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 58231890 | 650927 | SH |  | SOLE |  | 650927 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2218418 | 11895 | SH |  | SOLE |  | 11895 | 0 | 0 |
| OPKO HEALTH INC | COM | 68375N103 |  | 18559 | 14729 | SH |  | SOLE |  | 14729 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1147270 | 11206 | SH |  | SOLE |  | 11206 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 2479120 | 54450 | SH |  | SOLE |  | 54450 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 430916 | 9502 | SH |  | SOLE |  | 9502 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 2371226 | 15318 | SH |  | SOLE |  | 15318 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 1154791 | 14866 | SH |  | SOLE |  | 14866 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 2528387 | 21174 | SH |  | SOLE |  | 21174 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 1992051 | 12842 | SH |  | SOLE |  | 12842 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 8520433 | 59182 | SH |  | SOLE |  | 59182 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 2439982 | 20727 | SH |  | SOLE |  | 20727 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 434085 | 10758 | SH |  | SOLE |  | 10758 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 559239 | 13100 | SH |  | SOLE |  | 13100 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 261565 | 660 | SH |  | SOLE |  | 660 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6641375 | 9711 | SH |  | SOLE |  | 9711 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 7646172 | 103229 | SH |  | SOLE |  | 103229 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 12444641 | 249692 | SH |  | SOLE |  | 249692 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 522379 | 833 | SH |  | SOLE |  | 833 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 258783 | 1459 | SH |  | SOLE |  | 1459 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 223033 | 799 | SH |  | SOLE |  | 799 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 279540 | 3159 | SH |  | SOLE |  | 3159 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 151961 | 503 | SH |  | SOLE |  | 503 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 146982 | 694 | SH |  | SOLE |  | 694 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 22927 | 79 | SH |  | SOLE |  | 79 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 86255 | 274 | SH |  | SOLE |  | 274 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 391264 | 802 | SH |  | SOLE |  | 802 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 560747 | 2936 | SH |  | SOLE |  | 2936 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7597401 | 29453 | SH |  | SOLE |  | 29453 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 5564357 | 38822 | SH |  | SOLE |  | 38822 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 24364870 | 453216 | SH |  | SOLE |  | 453216 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 19480098 | 387355 | SH |  | SOLE |  | 387355 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 5539120 | 94315 | SH |  | SOLE |  | 94315 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 6888631 | 31343 | SH |  | SOLE |  | 31343 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1635090 | 26174 | SH |  | SOLE |  | 26174 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2287996 | 15942 | SH |  | SOLE |  | 15942 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 670272 | 5323 | SH |  | SOLE |  | 5323 | 0 | 0 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 81418 | 440 | SH |  | SOLE |  | 440 | 0 | 0 |

---