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WealthCollab

Latest statistics and disclosures from WealthCollab's latest quarterly 13F-HR filing:

Top 5 stock holdings are SSRM, VTI, VXUS, IXUS, AVUV, and represent 36.03% of WealthCollab's stock portfolio.
Added to shares of these 10 stocks: VTI, SGOV, VOO, MUB, VXUS, VXF, VNQ, AVUV, BND, RTX.
Started 53 new stock positions in DFIV, CIEN, BIPC, AGNC, TRI, GPN, CDLR, LMB, RTX, BF.A.
Reduced shares in these 10 stocks: CLS, BOXX, GOOG, TSLA, RIVN, GIB, STLA, DFAC, ELV, SYF.
Sold out of its positions in ACCO, ASTL, ALGN, ANSS, BXC, BXP, CI, CAL, CVE, CCS.
WealthCollab was a net buyer of stock by $18M.
WealthCollab has $218M in assets under management (AUM), dropping by 21.80%.
Central Index Key (CIK): 0002017870

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Positions held by WealthCollab consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthCollab

WealthCollab holds 972 positions in its portfolio as reported in the September 2025 quarterly 13F filing

WealthCollab has 972 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthCollab Sept. 30, 2025 positions
Download the WealthCollab September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ssr Mining (SSRM)	10.3	$22M		917k	24.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.9	$19M	+20%	59k	328.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.2	$16M	+8%	214k	73.46	View chart
Ishares Tr Core Msci Total (IXUS)	5.4	$12M		142k	82.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$9.4M	+8%	94k	99.53	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$8.8M	+26%	83k	106.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$8.1M		91k	89.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.3	$7.1M	+10%	96k	74.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.9	$6.3M	+13%	69k	91.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.6	$5.6M		258k	21.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.3	$5.0M	+2%	64k	78.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$4.5M		90k	50.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$4.2M	+83%	6.8k	612.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$3.9M		152k	25.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$3.8M	+3%	50k	75.11	View chart
Microsoft Corporation (MSFT)	1.6	$3.6M		6.9k	517.97	View chart
Amazon (AMZN)	1.6	$3.5M	+2%	16k	219.57	View chart
Apple (AAPL)	1.6	$3.4M	+6%	13k	254.63	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.5	$3.3M		105k	31.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$3.3M	+11%	124k	26.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$3.2M	+335%	32k	100.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$3.0M		20k	145.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$2.8M		72k	38.57	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.1	$2.4M	+6%	42k	57.04	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$2.2M		20k	111.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.0	$2.1M		18k	118.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$1.6M		22k	71.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$1.5M		16k	92.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$1.4M		4.5k	307.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.3M		23k	58.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.2M	+1243%	5.7k	209.34	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$1.2M		17k	69.37	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	+2%	6.1k	186.58	View chart
Meta Platforms Cl A (META)	0.5	$1.1M		1.4k	734.38	View chart
Advanced Micro Devices Call Call Option (Principal) (AMD)	0.5	$1.0M		6.2k	161.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$956k		1.4k	666.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$921k	+11%	9.1k	100.69	View chart
Snap Cl A (SNAP)	0.4	$879k	+7%	114k	7.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$797k		1.6k	502.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$740k	-6%	3.0k	243.57	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$685k		12k	58.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$628k		4.3k	145.60	View chart
salesforce (CRM)	0.3	$619k	+9%	2.6k	237.00	View chart
Raytheon Technologies Corp (RTX)	0.3	$599k	NEW	3.6k	167.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$591k	NEW	12k	49.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$577k		11k	54.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$535k		6.4k	84.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$531k		6.6k	79.93	View chart
Celestica (CLS)	0.2	$526k	-21%	2.1k	246.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$503k	+130%	6.9k	72.77	View chart
Electronic Arts (EA)	0.2	$502k		2.5k	201.70	View chart
Costco Wholesale Corporation (COST)	0.2	$461k		498.00	925.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$449k	NEW	9.7k	46.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$424k		1.7k	243.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$424k		18k	23.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$409k		4.1k	100.25	View chart
Ea Series Trust Alpha Architect (CAOS)	0.2	$374k		4.2k	89.53	View chart
Uber Technologies (UBER)	0.2	$336k		3.4k	97.97	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$320k	+22%	1.1k	279.29	View chart
Boeing Company (BA)	0.1	$318k		1.5k	215.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$311k		986.00	315.43	View chart
Home Depot (HD)	0.1	$296k		730.00	405.19	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$283k		2.8k	100.76	View chart
Wal-Mart Stores (WMT)	0.1	$279k		2.7k	103.06	View chart
Broadcom (AVGO)	0.1	$278k	+18%	841.00	330.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$267k		730.00	365.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$262k		787.00	332.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$250k		4.2k	59.92	View chart
Exxon Mobil Corporation (XOM)	0.1	$244k	+51%	2.2k	112.75	View chart
Adobe Systems Incorporated (ADBE)	0.1	$241k	-3%	682.00	352.75	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$238k	+18%	1.3k	178.73	View chart
Servicenow (NOW)	0.1	$226k	+17%	246.00	920.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$222k	-4%	8.1k	27.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$216k		462.00	468.41	View chart
American Express Company (AXP)	0.1	$212k		638.00	332.16	View chart
Johnson & Johnson (JNJ)	0.1	$180k	+4%	969.00	185.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$176k		863.00	203.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$171k		820.00	208.71	View chart
Intel Corporation (INTC)	0.1	$171k		5.1k	33.55	View chart
Netflix (NFLX)	0.1	$168k		140.00	1198.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$163k		1.7k	93.37	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$159k		2.5k	63.57	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$158k	-38%	1.4k	113.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$158k		2.4k	65.26	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$158k		10k	15.48	View chart
Tesla Motors (TSLA)	0.1	$154k	-23%	347.00	444.73	View chart
Chevron Corporation (CVX)	0.1	$149k		959.00	155.29	View chart
Cisco Systems (CSCO)	0.1	$147k		2.1k	68.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$147k	+16%	803.00	182.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$139k		546.00	254.28	View chart
Finvolution Group Sponsored Ads (FINV)	0.1	$138k		19k	7.37	View chart
McDonald's Corporation (MCD)	0.1	$137k		450.00	303.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$135k		1.9k	72.44	View chart
Thermo Fisher Scientific (TMO)	0.1	$132k		272.00	485.02	View chart
Genpact SHS (G)	0.1	$132k		3.1k	41.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$130k		462.00	282.02	View chart
Applied Materials (AMAT)	0.1	$125k		609.00	205.31	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$125k		129.00	968.11	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$122k	-2%	6.3k	19.25	View chart
Sk Telecom Sponsored Adr (SKM)	0.1	$121k		5.6k	21.60	View chart
Visa Com Cl A (V)	0.1	$117k		344.00	341.38	View chart
Kt Corp Sponsored Adr (KT)	0.0	$108k		5.5k	19.50	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$108k		1.1k	97.08	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.0	$107k		2.2k	47.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$106k		743.00	142.41	View chart
Sofi Technologies (SOFI)	0.0	$106k		4.0k	26.42	View chart
Pfizer (PFE)	0.0	$106k	+4%	4.1k	25.48	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$105k		1.5k	71.55	View chart
Abbott Laboratories (ABT)	0.0	$103k		768.00	133.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$102k		1.3k	76.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$101k		1.3k	78.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$98k		1.8k	53.40	View chart
Barrick Mng Corp Com Shs (B)	0.0	$97k		2.9k	32.77	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$95k		3.7k	25.85	View chart
Walt Disney Company (DIS)	0.0	$95k		832.00	114.50	View chart
Ge Aerospace Com New (GE)	0.0	$95k		316.00	300.82	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$95k		3.3k	29.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$95k		458.00	206.51	View chart
Icici Bank Adr (IBN)	0.0	$94k	+5%	3.1k	30.23	View chart
M/I Homes (MHO)	0.0	$94k	+6%	651.00	144.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$94k		2.8k	33.37	View chart
Abbvie (ABBV)	0.0	$93k	+11%	401.00	231.56	View chart
Eli Lilly & Co. (LLY)	0.0	$92k		121.00	763.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$90k		2.1k	42.79	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$89k		1.1k	80.65	View chart
Goldman Sachs (GS)	0.0	$89k		112.00	796.01	View chart
Brightsphere Investment Group (AAMI)	0.0	$89k		1.8k	48.16	View chart
Nutex Health (NUTX)	0.0	$87k		845.00	103.32	View chart
Verisign (VRSN)	0.0	$87k	+19%	312.00	279.57	View chart
Pepsi (PEP)	0.0	$87k		618.00	140.44	View chart
Prog Holdings Com Npv (PRG)	0.0	$87k	+28%	2.7k	32.36	View chart
Novartis Sponsored Adr (NVS)	0.0	$86k	+4%	667.00	128.24	View chart
International Business Machines (IBM)	0.0	$85k		300.00	282.16	View chart
Starbucks Corporation (SBUX)	0.0	$85k		1.0k	84.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$84k	+163%	390.00	215.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$83k		2.6k	32.07	View chart
Perdoceo Ed Corp (PRDO)	0.0	$83k		2.2k	37.66	View chart
Ituran Location And Control SHS (ITRN)	0.0	$83k		2.3k	35.72	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$82k		1.0k	79.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$82k		337.00	241.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$80k		1.0k	78.91	View chart
Evercore Class A (EVR)	0.0	$80k		238.00	337.32	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$80k		7.0k	11.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$77k		3.3k	23.28	View chart
Automatic Data Processing (ADP)	0.0	$77k		262.00	293.50	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$77k	+3%	1.8k	43.40	View chart
Medtronic SHS (MDT)	0.0	$75k	+13%	788.00	95.24	View chart
Doordash Cl A (DASH)	0.0	$75k		275.00	271.99	View chart
Qualcomm (QCOM)	0.0	$75k	+2%	450.00	166.13	View chart
Kb Finl Group Sponsored Adr (KB)	0.0	$75k		898.00	82.91	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$73k	+21%	1.5k	47.20	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.0	$73k		2.8k	26.32	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$72k		1.3k	56.15	View chart
Suncor Energy (SU)	0.0	$72k		1.7k	41.81	View chart
Banco Santander Adr (SAN)	0.0	$70k	-13%	6.7k	10.48	View chart
Freeport-mcmoran CL B (FCX)	0.0	$70k	-2%	1.8k	39.22	View chart
International Paper Company (IP)	0.0	$70k		1.5k	46.40	View chart
Btq Technologies Corp	0.0	$69k	NEW	10k	6.92	View chart
Kroger (KR)	0.0	$69k		1.0k	67.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$68k		1.6k	43.42	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$68k		1.3k	50.37	View chart
Leidos Holdings (LDOS)	0.0	$67k	NEW	355.00	188.96	View chart
PPG Industries (PPG)	0.0	$67k		633.00	105.11	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$66k		909.00	72.30	View chart
SEI Investments Company (SEIC)	0.0	$65k		766.00	84.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$64k		664.00	96.55	View chart
Waste Management (WM)	0.0	$64k		290.00	220.83	View chart
Procter & Gamble Company (PG)	0.0	$64k	-4%	413.00	153.66	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$63k		859.00	73.57	View chart
Tapestry (TPR)	0.0	$62k		546.00	113.22	View chart
Open Text Corp (OTEX)	0.0	$61k		1.6k	37.38	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$60k		1.5k	41.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$60k		502.00	118.83	View chart
Dropbox Cl A (DBX)	0.0	$59k	+12%	2.0k	30.21	View chart
Cgi Cl A Sub Vtg (GIB)	0.0	$59k	-22%	658.00	89.13	View chart
Vici Pptys (VICI)	0.0	$58k		1.8k	32.61	View chart
Ge Vernova (GEV)	0.0	$58k	+13%	94.00	614.90	View chart
Comerica Incorporated (CMA)	0.0	$58k		839.00	68.52	View chart
Manulife Finl Corp (MFC)	0.0	$57k		1.8k	31.15	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$57k		1.0k	56.80	View chart
Nebius Group Shs Class A (NBIS)	0.0	$56k		500.00	112.27	View chart
Vontier Corporation (VNT)	0.0	$56k		1.3k	41.97	View chart
Dr Reddys Labs Adr (RDY)	0.0	$56k		4.0k	13.98	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$55k	+30%	839.00	66.01	View chart
Lennar Corp CL B (LEN.B)	0.0	$54k	-3%	453.00	119.99	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$54k		4.9k	11.09	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$54k		824.00	65.04	View chart
P T Telekomunikasi Indonesia Sponsored Adr (TLK)	0.0	$53k		2.8k	18.82	View chart
Micron Technology (MU)	0.0	$53k	+14%	316.00	167.32	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$53k	+13%	257.00	204.44	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$52k		482.00	108.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$51k		273.00	186.16	View chart
FedEx Corporation (FDX)	0.0	$51k		214.00	235.81	View chart
Infosys Sponsored Adr (INFY)	0.0	$50k	-6%	3.1k	16.27	View chart
Hca Holdings (HCA)	0.0	$50k	+7%	118.00	426.20	View chart
Winmark Corporation (WINA)	0.0	$49k	+13%	99.00	497.78	View chart
United Therapeutics Corporation (UTHR)	0.0	$49k	+10%	117.00	419.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$49k	NEW	102.00	479.62	View chart
United Natural Foods (UNFI)	0.0	$49k		1.3k	37.62	View chart
Super Micro Computer Com New (SMCI)	0.0	$49k	+3%	1.0k	47.94	View chart
Orix Corp Sponsored Adr (IX)	0.0	$48k		1.8k	26.12	View chart
Federated Hermes CL B (FHI)	0.0	$47k		909.00	51.93	View chart
Danaos Corporation SHS (DAC)	0.0	$47k		522.00	89.81	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$46k		303.00	151.08	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$45k	+16%	17k	2.63	View chart
3M Company (MMM)	0.0	$45k		288.00	155.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$45k	+12%	300.00	148.61	View chart
GSK Sponsored Adr (GSK)	0.0	$45k		1.0k	43.16	View chart
First Solar (FSLR)	0.0	$44k		201.00	220.53	View chart
Allstate Corporation (ALL)	0.0	$44k		206.00	214.65	View chart
Enact Hldgs (ACT)	0.0	$44k		1.1k	38.34	View chart
Godaddy Cl A (GDDY)	0.0	$44k		319.00	136.83	View chart
Booking Holdings (BKNG)	0.0	$43k		8.00	5399.38	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$43k	+37%	643.00	67.07	View chart
Mastercard Incorporated Cl A (MA)	0.0	$43k		75.00	568.81	View chart
Shutterstock (SSTK)	0.0	$43k	+40%	2.0k	20.85	View chart
Capital One Financial (COF)	0.0	$43k		200.00	212.58	View chart
Weibo Corp Sponsored Adr (WB)	0.0	$42k		3.4k	12.40	View chart
Lexinfintech Hldgs Adr (LX)	0.0	$42k		7.9k	5.33	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$42k		841.00	49.83	View chart
Consensus Cloud Solutions In (CCSI)	0.0	$42k	+9%	1.4k	29.37	View chart
MGIC Investment (MTG)	0.0	$41k		1.5k	28.37	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$40k		195.00	206.91	View chart
Parker-Hannifin Corporation (PH)	0.0	$39k		52.00	758.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$39k		280.00	139.17	View chart
Affiliated Managers (AMG)	0.0	$39k		163.00	238.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$39k		1.7k	23.12	View chart
Verizon Communications (VZ)	0.0	$39k		882.00	43.95	View chart
Airbnb Com Cl A (ABNB)	0.0	$39k		319.00	121.42	View chart
Synopsys (SNPS)	0.0	$39k	+110%	78.00	493.39	View chart
Dell Technologies CL C (DELL)	0.0	$38k	+7%	271.00	141.78	View chart
Heidrick & Struggles International (HSII)	0.0	$38k		767.00	49.77	View chart
Global Ship Lease Com Cl A (GSL)	0.0	$38k		1.2k	30.70	View chart
Albertsons Cos Common Stock (ACI)	0.0	$38k	+2%	2.1k	17.51	View chart
General Motors Company (GM)	0.0	$37k	-5%	610.00	60.97	View chart
Cloudflare Cl A Com (NET)	0.0	$37k		173.00	214.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$37k		284.00	129.72	View chart
Novagold Res Com New (NG)	0.0	$37k		4.2k	8.80	View chart
Gilead Sciences (GILD)	0.0	$36k		327.00	111.00	View chart
Brinker International (EAT)	0.0	$36k		284.00	126.68	View chart
United Sts Oil Units (USO)	0.0	$36k		487.00	73.75	View chart
IDEXX Laboratories (IDXX)	0.0	$36k		56.00	638.89	View chart
Portland Gen Elec Com New (POR)	0.0	$36k		813.00	44.00	View chart
Pulte (PHM)	0.0	$36k	-5%	269.00	132.13	View chart
Lennox International (LII)	0.0	$36k		67.00	529.37	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.0	$35k		1.4k	24.89	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$35k		247.00	142.55	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$35k		748.00	46.81	View chart
Southern Copper Corporation (SCCO)	0.0	$35k		288.00	121.36	View chart
NewMarket Corporation (NEU)	0.0	$35k	-4%	42.00	828.21	View chart

Past Filings by WealthCollab

SEC 13F filings are viewable for WealthCollab going back to 2023

WealthCollab 2025 Q3 filed Nov. 13, 2025
WealthCollab 2025 Q2 filed Aug. 15, 2025
WealthCollab 2025 Q1 filed May 14, 2025
WealthCollab 2024 Q4 filed Feb. 14, 2025
WealthCollab 2024 Q3 filed Nov. 14, 2024
WealthCollab 2024 Q2 filed Aug. 13, 2024
WealthCollab 2024 Q1 filed May 10, 2024
WealthCollab 2023 Q4 filed April 3, 2024

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