# EDGAR Filing Document

**Accession Number:** 0001845066
**File Stem:** 0001398344-25-013781
**Filing Date:** 2025-7
**Character Count:** 25967
**Document Hash:** 03359d4527e022f83ecb93848de9d560
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-013781.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001398344-25-013781

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COLLECTIVE FAMILY OFFICE LLC
- **CENTRAL INDEX KEY:** 0001845066

**ORGANIZATION NAME:**
- **EIN:** 833846867
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20708
- **FILM NUMBER:** 251151495

**BUSINESS ADDRESS:**
- **STREET 1:** 235 ST. CHARLES WAY, STE. 200
- **CITY:** YORK
- **STATE:** PA
- **ZIP:** 17402
- **BUSINESS PHONE:** 717-893-5055

**MAIL ADDRESS:**
- **STREET 1:** 235 ST. CHARLES WAY, STE. 200
- **CITY:** YORK
- **STATE:** PA
- **ZIP:** 17402

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001845066

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** COLLECTIVE FAMILY OFFICE LLC

**Address:** 235 St. Charles Way, Ste. 200, YORK, PA 17402

**Telephone number:** 717-893-5055

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20708

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                           | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| NIKE, Inc.                        | 654106103 | 09/10/2024     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| NIKE, Inc.                        | 654106103 | 09/10/2024     | Shareholder proposal regarding Supplemental Equity Pay Disclosure                          | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Diageo plc                        | 25243Q205 | 09/26/2024     | Authority to allot shares                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Diageo plc                        | 25243Q205 | 09/26/2024     | Directors' remuneration report 2024                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Lam Research Corporation          | 512807108 | 11/05/2024     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Cisco Systems, Inc.               | 17275R102 | 12/09/2024     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Microsoft Corporation             | 594918104 | 12/10/2024     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Costco Wholesale Corporation      | 22160K105 | 01/23/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Intuit Inc.                       | 461202103 | 01/23/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Visa Inc.                         | 92826C839 | 01/28/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Accenture plc                     | G1151C101 | 02/06/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Apple Inc.                        |  | 02/25/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| TE Connectivity plc               | H84989104 | 03/12/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| The Walt Disney Company           | 254687106 | 03/20/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Broadcom Inc.                     | 11135F101 | 04/21/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Eaton Corporation plc             | G29183103 | 04/23/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Johnson  Johnson                  | 478160104 | 04/24/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Johnson  Johnson                  | 478160104 | 04/24/2025     | Shareholder opportunity to vote on excessive golden parachutes                             | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| The Boeing Company                |  | 04/24/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Abbott Laboratories               |  | 04/25/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Citigroup Inc.                    | 172967424 | 04/29/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Citigroup Inc.                    | 172967424 | 04/29/2025     | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Citigroup Inc.                    | 172967424 | 04/29/2025     | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| American Express Company          |  | 04/29/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| American Express Company          |  | 04/29/2025     | Shareholder proposal relating to DEI goals in executive pay incentives                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| RTX Corporation                   |  | 05/01/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Eli Lilly and Company             |  | 05/05/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Suncor Energy Inc.                |  | 05/06/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Bristol-Myers Squibb Company      |  | 05/06/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Pepsico, Inc.                     |  | 05/07/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| United Parcel Service, Inc.       | 911312106 | 05/08/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Manulife Financial Corporation    | 56501R106 | 05/08/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Union Pacific Corporation         |  | 05/08/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Union Pacific Corporation         |  | 05/08/2025     | Shareholder proposal requesting an amended clawback policy                                 | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Capital One Financial Corporation | 14040H105 | 05/08/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Capital One Financial Corporation | 14040H105 | 05/08/2025     | Stockholder proposal to require a shareholder vote on golden parachute arrangements        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| United Rentals, Inc.              |  | 05/08/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Abbvie Inc.                       | 00287Y109 | 05/09/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| 3M Company                        | 88579Y101 | 05/13/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Waste Management, Inc.            | 94106L109 | 05/13/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Celanese Corporation              |  | 05/14/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Advanced Micro Devices, Inc.      |  | 05/14/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| American Tower Corporation        | 03027X100 | 05/14/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Blackrock, Inc.                   | 09290D101 | 05/15/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| CVS Health Corporation            |  | 05/15/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| JPMorgan Chase  Co.               | 46625H100 | 05/20/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Honeywell International Inc.      |  | 05/20/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Amazon.com, Inc.                  |  | 05/21/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Thermo Fisher Scientific Inc.     |  | 05/21/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| The Home Depot, Inc.              |  | 05/22/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Verizon Communications Inc.       | 92343V104 | 05/22/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Merck  Co., Inc.                  | 58933Y105 | 05/27/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Merck  Co., Inc.                  | 58933Y105 | 05/27/2025     | Shareholder proposal to revisit DEI goals in executive pay incentives                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Chevron Corporation               |  | 05/28/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Meta Platforms, Inc.              | 30303M102 | 05/28/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Meta Platforms, Inc.              | 30303M102 | 05/28/2025     | Approval of 2025 Equity Incentive Plan                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Meta Platforms, Inc.              | 30303M102 | 05/28/2025     | Vote on frequency of voting on named executive officer compensation plan                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| The Carlyle Group Inc.            | 14316J108 | 05/29/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Lowe's Companies, Inc.            |  | 05/30/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| UnitedHealth Group Incorporated   | 91324P102 | 06/02/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| UnitedHealth Group Incorporated   | 91324P102 | 06/02/2025     | Shareholder proposal requesting a shareholder vote regarding excessive golden parachutes   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Walmart Inc.                      |  | 06/05/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Walmart Inc.                      |  | 06/05/2025     | Approval of Walmart Inc. Stock Incentive Plan of 2025                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Salesforce, Inc.                  | 79466L302 | 06/05/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Salesforce, Inc.                  | 79466L302 | 06/05/2025     | Extend 2013 Equity Incentive Plan term and increase number of shares reserved for issuance | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Garmin Ltd.                       | H2906T109 | 06/06/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Garmin Ltd.                       | H2906T109 | 06/06/2025     | Advisory vote on the Swiss Statutory Compensation Report                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Garmin Ltd.                       | H2906T109 | 06/06/2025     | Vote to approve Fiscal Year 2026 maximum aggregate executive compensation                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Garmin Ltd.                       | H2906T109 | 06/06/2025     | Vote to approve max aggregate BoD compensation for period between 2025/26 annual mtgs.     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Target Corporation                |  | 06/11/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Comcast Corporation               | 20030N101 | 06/18/2025     | Approval of executive compensation                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Comcast Corporation               | 20030N101 | 06/18/2025     | Increase share authorization under Comcast-NBCUniversal 2011 Employee Stock Purchase Plan  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Comcast Corporation               | 20030N101 | 06/18/2025     | Shareholder proposal to consider "CEO pay ratio factor" in executive compensation          | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |

## N-PX: Signature Block

**Reporting Person:** COLLECTIVE FAMILY OFFICE LLC

**By (Signature):** Trevor N. Hoffman

**By (Printed Signature):** Trevor N. Hoffman

**By (Title):** COO/CCO

**Date:** 07/24/2025