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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 33.94% of WealthCollab's stock portfolio.
Added to shares of these 10 stocks: COST (+$5.2M), GOOG, SSRM, BND, ABNB, VTI, MSFT, MUB, VXUS, BIV.
Started 142 new stock positions in BMRN, BDX, WPC, XLC, BYD, SCHA, EEFT, BAK, TLT, SOLS.
Reduced shares in these 10 stocks: AMD, SGOV, ESGV, SCHZ, EA, XOM, META, MINT, TSEM, HSII.
Sold out of its positions in APD, AKRO, ALE, MJ, BZH, BBAI, MUC, BF.A, CUK, CE.
WealthCollab was a net buyer of stock by $26M.
WealthCollab has $244M in assets under management (AUM), dropping by 12.16%.
Central Index Key (CIK): 0002017870

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Portfolio Holdings for WealthCollab

WealthCollab holds 1021 positions in its portfolio as reported in the December 2025 quarterly 13F filing

WealthCollab has 1021 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthCollab Dec. 31, 2025 positions
Download the WealthCollab December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ssr Mining (SSRM)	9.2	$23M	+12%	1.0M	21.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.6	$21M	+6%	63k	335.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.0	$17M	+6%	227k	75.44	View chart
Ishares Tr Core Msci Total (IXUS)	4.9	$12M		142k	84.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$10M	+5%	100k	101.98	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$10M	+12%	93k	107.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.6	$8.9M	+25%	120k	74.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.5	$8.6M		92k	93.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$6.7M	+10%	76k	88.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$5.8M	+16%	74k	77.88	View chart
Costco Wholesale Corporation (COST)	2.3	$5.6M	+1208%	6.5k	862.38	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.2	$5.4M		260k	20.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$4.8M	+6%	96k	50.29	View chart
Microsoft Corporation (MSFT)	1.9	$4.7M	+40%	9.7k	483.60	View chart
Amazon (AMZN)	1.8	$4.4M	+21%	19k	230.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$4.3M		6.9k	627.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$4.1M	+6%	54k	77.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$4.0M		151k	26.23	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$3.8M	+293%	12k	313.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$3.7M	+12%	139k	26.49	View chart
Apple (AAPL)	1.5	$3.6M		13k	271.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.4	$3.4M		105k	32.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.0M		20k	148.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.8M		72k	39.59	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.0	$2.5M	+5%	44k	57.46	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$2.2M		20k	109.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$2.0M	-38%	20k	100.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$2.0M	-8%	16k	120.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$1.7M	+2%	23k	73.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.5M		16k	95.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$1.5M	+5%	4.7k	314.80	View chart
Airbnb Com Cl A (ABNB)	0.6	$1.5M	+3319%	11k	135.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.4M		23k	59.54	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$1.2M		17k	71.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.2M		5.7k	209.12	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M		6.2k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$979k		1.4k	681.92	View chart
Snap Cl A (SNAP)	0.4	$931k		115k	8.07	View chart
Ea Series Trust Alpha Architect (CAOS)	0.4	$874k	+132%	9.7k	89.78	View chart
Meta Platforms Cl A (META)	0.4	$864k	-8%	1.3k	660.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$845k	-7%	8.4k	100.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$797k		1.6k	502.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k	NEW	1.00	754800.00	View chart
salesforce (CRM)	0.3	$698k		2.6k	264.94	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$691k	+4%	12k	56.96	View chart
Raytheon Technologies Corp (RTX)	0.3	$656k		3.6k	183.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$653k	+14%	12k	53.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$642k		4.3k	148.98	View chart
Celestica (CLS)	0.3	$631k		2.1k	295.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$591k	+5%	7.3k	81.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$578k		12k	48.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$546k	+3%	6.9k	79.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$546k		1.7k	313.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$541k		6.5k	83.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$532k	+9%	11k	49.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$520k	+897%	2.7k	191.00	View chart
Adobe Systems Incorporated (ADBE)	0.2	$418k	+75%	1.2k	349.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$408k		4.1k	99.88	View chart
Electronic Arts (EA)	0.2	$407k	-19%	2.0k	204.33	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$391k	NEW	14k	27.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$379k	+45%	6.1k	62.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$348k		1.1k	303.89	View chart
Boeing Company (BA)	0.1	$342k	+6%	1.6k	217.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$323k	+1054%	12k	26.91	View chart
JPMorgan Chase & Co. (JPM)	0.1	$318k		986.00	322.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$309k	+286%	13k	24.04	View chart
Wal-Mart Stores (WMT)	0.1	$301k		2.7k	111.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$300k	-28%	13k	23.37	View chart
Broadcom (AVGO)	0.1	$295k		851.00	347.00	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$284k		2.8k	101.00	View chart
Uber Technologies (UBER)	0.1	$279k		3.4k	81.71	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$279k	+708%	6.2k	45.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$273k		730.00	373.44	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$270k		787.00	342.97	View chart
Home Depot (HD)	0.1	$237k	-5%	688.00	344.10	View chart
American Express Company (AXP)	0.1	$236k		638.00	369.95	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$233k	+1585%	7.4k	31.51	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$228k	+147%	6.9k	32.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$224k		8.2k	27.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$219k		462.00	473.30	View chart
Johnson & Johnson (JNJ)	0.1	$210k	+4%	1.0k	206.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$201k	+3%	1.4k	146.58	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$189k	+7960%	5.2k	36.06	View chart
Intel Corporation (INTC)	0.1	$188k		5.1k	36.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$182k		863.00	210.31	View chart
Servicenow (NOW)	0.1	$179k	+373%	1.2k	153.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$176k	+164%	1.2k	144.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$174k		820.00	211.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$172k	+22%	668.00	257.95	View chart
Tesla Motors (TSLA)	0.1	$171k	+9%	380.00	449.73	View chart
Exxon Mobil Corporation (XOM)	0.1	$170k	-34%	1.4k	120.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$168k		1.7k	96.03	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$167k		10k	16.43	View chart
Cisco Systems (CSCO)	0.1	$165k		2.1k	77.03	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$162k		2.5k	64.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$160k		2.4k	66.00	View chart
Applied Materials (AMAT)	0.1	$157k		609.00	258.15	View chart
Thermo Fisher Scientific (TMO)	0.1	$157k		270.00	579.45	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$148k		6.3k	23.31	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$147k	-7%	1.3k	115.10	View chart
Chevron Corporation (CVX)	0.1	$146k		959.00	152.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$144k	NEW	5.1k	28.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$143k		806.00	177.75	View chart
Nutex Health (NUTX)	0.1	$139k		845.00	164.62	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$138k		129.00	1069.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$138k		1.9k	74.17	View chart
McDonald's Corporation (MCD)	0.1	$138k		450.00	305.63	View chart
Netflix (NFLX)	0.1	$131k	+900%	1.4k	93.76	View chart
Eli Lilly & Co. (LLY)	0.1	$130k		121.00	1074.69	View chart
Genpact SHS (G)	0.1	$128k	-12%	2.7k	46.78	View chart
Barrick Mng Corp Com Shs (B)	0.1	$128k		2.9k	43.55	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$121k	+20%	1.6k	77.67	View chart
Visa Com Cl A (V)	0.0	$121k		344.00	350.71	View chart
Pfizer (PFE)	0.0	$111k	+7%	4.4k	24.90	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$108k		1.5k	74.26	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.0	$106k		2.2k	47.18	View chart
Sofi Technologies (SOFI)	0.0	$105k		4.0k	26.18	View chart
Kt Corp Sponsored Adr (KT)	0.0	$105k		5.5k	18.97	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$104k		1.1k	93.89	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$103k		1.3k	77.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$102k		743.00	136.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$101k		1.8k	54.71	View chart
Ituran Location And Control SHS (ITRN)	0.0	$100k		2.3k	43.01	View chart
Abbott Laboratories (ABT)	0.0	$100k	+3%	796.00	125.31	View chart
Goldman Sachs (GS)	0.0	$98k		112.00	878.62	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$97k		3.3k	29.89	View chart
Ge Aerospace Com New (GE)	0.0	$97k		316.00	308.03	View chart
Sk Telecom Sponsored Adr (SKM)	0.0	$97k	-15%	4.7k	20.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$97k		458.00	212.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$97k	NEW	2.1k	45.53	View chart
Novartis Sponsored Adr (NVS)	0.0	$95k	+3%	692.00	137.87	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$95k		3.7k	25.75	View chart
Walt Disney Company (DIS)	0.0	$95k		832.00	113.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$93k		2.1k	44.41	View chart
Advanced Micro Devices (AMD)	0.0	$93k	-93%	433.00	214.16	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$92k	NEW	4.0k	22.97	View chart
Abbvie (ABBV)	0.0	$91k		400.00	228.50	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$91k		1.1k	82.50	View chart
Micron Technology (MU)	0.0	$91k		318.00	285.41	View chart
Freeport-mcmoran CL B (FCX)	0.0	$90k		1.8k	50.79	View chart
International Business Machines (IBM)	0.0	$89k		300.00	296.21	View chart
Icici Bank Adr (IBN)	0.0	$88k	-5%	3.0k	29.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$87k	NEW	2.0k	44.55	View chart
Brightsphere Investment Group (AAMI)	0.0	$87k		1.8k	47.00	View chart
Finvolution Group Sponsored Ads (FINV)	0.0	$86k	-11%	17k	5.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$86k		2.6k	33.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$86k		1.0k	83.61	View chart
Pepsi (PEP)	0.0	$86k	-3%	598.00	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$86k		390.00	219.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$86k	+162%	2.6k	32.62	View chart
Starbucks Corporation (SBUX)	0.0	$84k		1.0k	84.21	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$83k	+91%	537.00	154.80	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$83k	NEW	3.2k	25.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$83k		337.00	246.16	View chart
Verizon Communications (VZ)	0.0	$83k	+129%	2.0k	40.73	View chart
M/I Homes (MHO)	0.0	$82k		640.00	127.95	View chart
Evercore Class A (EVR)	0.0	$81k		238.00	340.25	View chart
Clorox Company (CLX)	0.0	$81k	+700%	800.00	100.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$80k		1.0k	78.81	View chart
P T Telekomunikasi Indonesia Sponsored Adr (TLK)	0.0	$80k	+34%	3.8k	21.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$79k	NEW	3.2k	25.08	View chart
Banco Santander Sa Adr (SAN)	0.0	$79k		6.7k	11.73	View chart
Qualcomm (QCOM)	0.0	$78k		458.00	171.13	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$78k		4.9k	16.10	View chart
Kb Finl Group Sponsored Adr (KB)	0.0	$77k		898.00	86.04	View chart
Suncor Energy (SU)	0.0	$76k		1.7k	44.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$76k	+26%	633.00	120.18	View chart
Medtronic SHS (MDT)	0.0	$76k		788.00	96.06	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$76k		1.3k	58.79	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$75k	+106%	7.0k	10.72	View chart
Comcast Corp Cl A (CMCSA)	0.0	$74k	+387%	2.5k	29.89	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$74k	NEW	1.4k	54.77	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$74k	+2%	1.4k	53.63	View chart
Comerica Incorporated	0.0	$73k		839.00	86.93	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$72k		2.8k	25.95	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$70k	NEW	2.7k	25.81	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$70k	+4%	873.00	80.03	View chart
Tapestry (TPR)	0.0	$70k		546.00	127.77	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$70k	-13%	6.1k	11.46	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$69k	-3%	1.7k	40.74	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$69k		1.6k	44.17	View chart
SEI Investments Company (SEIC)	0.0	$68k	+8%	830.00	82.02	View chart
Automatic Data Processing (ADP)	0.0	$67k		262.00	257.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$67k	+90%	1.4k	46.81	View chart
Manulife Finl Corp (MFC)	0.0	$67k		1.8k	36.28	View chart
Ge Vernova (GEV)	0.0	$66k	+7%	101.00	653.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$66k		859.00	76.30	View chart
Dropbox Cl A (DBX)	0.0	$66k	+20%	2.4k	27.80	View chart
PPG Industries (PPG)	0.0	$65k		633.00	102.46	View chart
Perdoceo Ed Corp (PRDO)	0.0	$65k		2.2k	29.33	View chart
Prog Holdings Com Npv (PRG)	0.0	$65k	-18%	2.2k	29.49	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$64k	-13%	1.3k	48.46	View chart
Kroger (KR)	0.0	$64k		1.0k	62.48	View chart
Leidos Holdings (LDOS)	0.0	$64k		355.00	180.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$64k		664.00	96.27	View chart
Dr Reddys Labs Adr (RDY)	0.0	$64k	+13%	4.5k	14.04	View chart
Waste Management (WM)	0.0	$64k		290.00	219.71	View chart
Doordash Cl A (DASH)	0.0	$62k		275.00	226.48	View chart
FedEx Corporation (FDX)	0.0	$62k		214.00	288.86	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$61k	-42%	523.00	117.42	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$61k	+26%	380.00	160.97	View chart
Hca Holdings (HCA)	0.0	$61k	+11%	131.00	466.86	View chart
GSK Sponsored Adr (GSK)	0.0	$61k	+20%	1.2k	49.04	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$61k		1.5k	41.48	View chart
United Therapeutics Corporation (UTHR)	0.0	$60k	+5%	123.00	487.25	View chart
Verisign (VRSN)	0.0	$59k	-21%	244.00	242.95	View chart
International Paper Company (IP)	0.0	$59k		1.5k	39.39	View chart
Infosys Sponsored Adr (INFY)	0.0	$58k	+4%	3.2k	17.82	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$57k	+2%	263.00	218.02	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$56k	+56%	387.00	143.33	View chart
Open Text Corp (OTEX)	0.0	$53k		1.6k	32.58	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$53k		643.00	83.00	View chart
Orix Corp Sponsored Adr (IX)	0.0	$53k		1.8k	29.22	View chart
First Solar (FSLR)	0.0	$53k		201.00	261.23	View chart
Weibo Corp Sponsored Adr (WB)	0.0	$52k	+50%	5.1k	10.22	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$52k		824.00	63.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$51k	NEW	436.00	117.72	View chart
Btq Technologies Corp (BTQ)	0.0	$51k		10k	5.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$50k		102.00	487.86	View chart
Vontier Corporation (VNT)	0.0	$50k		1.3k	37.18	View chart
General Motors Company (GM)	0.0	$50k		610.00	81.32	View chart
Danaos Corporation SHS (DAC)	0.0	$49k		522.00	94.18	View chart
Cgi Cl A Sub Vtg (GIB)	0.0	$49k	-20%	526.00	92.30	View chart
Capital One Financial (COF)	0.0	$49k		200.00	242.36	View chart
Federated Hermes CL B (FHI)	0.0	$48k		921.00	52.07	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$48k		1.0k	47.63	View chart
Affiliated Managers (AMG)	0.0	$47k		163.00	288.28	View chart
Equinox Gold Corp equities (EQX)	0.0	$47k	+352%	3.3k	14.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$47k	NEW	62.00	753.79	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$46k		303.00	153.02	View chart
3M Company (MMM)	0.0	$46k		288.00	160.10	View chart
Parker-Hannifin Corporation (PH)	0.0	$46k		52.00	878.96	View chart
Enact Hldgs (ACT)	0.0	$45k		1.1k	39.64	View chart
Allstate Corporation (ALL)	0.0	$45k	+5%	217.00	208.15	View chart
Amgen (AMGN)	0.0	$45k	+74%	136.00	327.32	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$44k		850.00	52.14	View chart
United Natural Foods (UNFI)	0.0	$44k		1.3k	33.67	View chart
Global Ship Lease Com Cl A (GSL)	0.0	$43k		1.2k	35.04	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$43k	-10%	15k	2.84	View chart
Lennar Corp CL B (LEN.B)	0.0	$43k		453.00	95.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$43k		75.00	570.88	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.0	$43k		3.7k	11.49	View chart
MGIC Investment (MTG)	0.0	$43k		1.5k	29.22	View chart
HudBay Minerals (HBM)	0.0	$42k	+11%	2.1k	19.85	View chart
Southern Copper Corporation (SCCO)	0.0	$42k		290.00	143.47	View chart
Lam Research Corp Com New (LRCX)	0.0	$42k	+29%	243.00	171.18	View chart
National Beverage (FIZZ)	0.0	$41k	+502%	1.3k	31.89	View chart
Brinker International (EAT)	0.0	$41k		284.00	143.52	View chart
Dell Technologies CL C (DELL)	0.0	$41k	+19%	323.00	125.88	View chart
Gilead Sciences (GILD)	0.0	$40k		327.00	122.74	View chart

Past Filings by WealthCollab

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

WealthCollab 2025 Q4 filed Jan. 27, 2026
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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