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Colony Group, LLC
The Colony Group, LLC is a fee-only, independent wealth management and financial advisory firm founded in 1986 and headquartered in Hingham, Massachusetts. The firm serves high-net-worth individuals, families, institutions, businesses, and non-profit organizations, providing services such as investment management, financial and tax planning, estate planning, risk management, family office services, and business consulting. Colony Group is recognized for its holistic and team-oriented approach, employing approximately 350 people across multiple offices in the U.S. and serving over 10,000 clients.
Investment Strategy
The Colony Group focuses on providing holistic, objective, and personalized financial advice and wealth management. Their investment strategy emphasizes a team-based, client-first fiduciary approach, utilizing proprietary equity, fixed-income, and alternative investment strategies, as well as mutual funds, ETFs, private offerings, and third-party separate accounts. The firm prioritizes comprehensive financial planning, leveraging creative planning, advanced technology, and, when needed, partnering with other financial institutions to optimize client portfolios and outcomes. Their philosophy centers on long-term, sustainable wealth building with a strong emphasis on risk management, tax efficiency, and community impact.
Latest 13F Filing Activity
Colony Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,981 equity positions with a total 13F market value of $46B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Dimensional Etf Trust among other positions. Colony Group, LLC reduced exposure to Invesco QQQ TR, RTX Corporation, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,981)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 3.18% | $1.47B | 40,969,925 | $34.19 | $35.84 | +$138.3M |
M MSFT | MICROSOFT CORP | 2.94% | $1.36B | 2,731,392 | $433.35 | $497.41 | +$351.8M |
A AAPL | APPLE INC | 2.79% | $1.29B | 6,275,291 | $215.91 | $205.17 | +$21.5M |
A AMZN | AMAZON COM INC | 2.03% | $935.1M | 4,262,455 | $201.76 | $219.39 | +$153.4M |
V VOO | VANGUARD INDEX FDS | 1.91% | $879.8M | 1,548,766 | $490.41 | $568.03 | +$144.6M |
Industry Allocation
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