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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 38.98% of WealthCollab's stock portfolio.
Added to shares of these 10 stocks: VTI, BIV, VXUS, MUB, VNQ, AVUV, SCHP, SGOV, BND, AVDV.
Started 73 new stock positions in DOMO, DOW, U, AFYA, AMH, BBAI, COPX, PD, ANGI, SRI.
Reduced shares in these 10 stocks: COST (-$6.1M), GOOG, ABNB, MSFT, AMZN, VTV, EA, FNDX, ADBE, FNDE.
Sold out of its positions in ADT, AFG, ASND, AstraZeneca, ATHM, BXSL, BYD, Brookfield Business-cl A, CFFI, REFI.
WealthCollab was a net seller of stock by $-7.8M.
WealthCollab has $243M in assets under management (AUM), dropping by -0.66%.
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 977 positions in its portfolio as reported in the March 2026 quarterly 13F filing

WealthCollab has 977 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthCollab March 31, 2026 positions
Download the WealthCollab March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ssr Mining (SSRM)	12.4	$30M		1.0M	29.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.2	$22M	+10%	69k	320.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.5	$18M	+4%	238k	77.11	View chart
Ishares Tr Core Msci Total (IXUS)	5.1	$12M		143k	86.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.7	$12M	+4%	104k	110.47	View chart
Ishares Tr National Mun Etf (MUB)	4.4	$11M	+7%	100k	106.15	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$9.3M	+2%	93k	99.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.7	$9.0M	+2%	122k	73.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$7.3M	+8%	82k	88.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.7	$6.5M	+14%	85k	77.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.3	$5.6M		262k	21.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$4.8M		96k	49.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$4.3M		54k	80.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.7	$4.0M	+8%	152k	26.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$4.0M	-2%	6.7k	597.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$3.8M		151k	25.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.5	$3.7M		105k	35.04	View chart
Apple (AAPL)	1.4	$3.3M		13k	253.79	View chart
Amazon (AMZN)	1.4	$3.3M	-17%	16k	208.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$2.9M		20k	142.43	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$2.8M		72k	38.86	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.1	$2.6M	+5%	46k	56.86	View chart
Microsoft Corporation (MSFT)	1.0	$2.4M	-34%	6.4k	370.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$2.3M	+16%	23k	100.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$2.1M	-4%	19k	110.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$1.8M		16k	112.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$1.7M	-2%	22k	75.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.5M		16k	95.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.4M		23k	62.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$1.3M	-5%	4.5k	298.85	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$1.2M		17k	71.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.2M		5.7k	205.80	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M		6.3k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$933k		1.4k	650.34	View chart
Ea Series Trust Alpha Architect (CAOS)	0.4	$909k	+2%	10k	90.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$872k	-74%	3.0k	286.88	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$852k		8.5k	100.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$760k		1.6k	479.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$718k		1.00	718140.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$718k		12k	59.19	View chart
Meta Platforms Cl A (META)	0.3	$717k	-4%	1.3k	572.13	View chart
Raytheon Technologies Corp (RTX)	0.3	$690k		3.6k	192.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$670k	+4%	7.6k	88.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$610k		4.3k	141.42	View chart
Celestica (CLS)	0.2	$601k		2.1k	281.68	View chart
Snap Cl A (SNAP)	0.2	$575k	+8%	125k	4.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$574k		12k	48.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$574k	-12%	11k	54.05	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$564k		11k	52.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$527k		6.4k	82.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$526k	-3%	6.6k	79.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$502k		1.7k	287.56	View chart
salesforce (CRM)	0.2	$488k		2.6k	186.71	View chart
Costco Wholesale Corporation (COST)	0.2	$435k	-93%	437.00	996.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$405k		4.1k	99.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$387k		1.1k	337.95	View chart
Wal-Mart Stores (WMT)	0.1	$336k		2.7k	124.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$318k		13k	24.75	View chart
Boeing Company (BA)	0.1	$313k		1.6k	199.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$307k		12k	25.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$302k		6.2k	48.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$295k		13k	23.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$290k		986.00	294.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$286k	-26%	4.5k	64.08	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$286k		2.8k	101.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$260k		730.00	356.56	View chart
Broadcom (AVGO)	0.1	$253k	-3%	822.00	307.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$250k		787.00	318.07	View chart
Johnson & Johnson (JNJ)	0.1	$248k		1.0k	244.44	View chart
Uber Technologies (UBER)	0.1	$245k		3.4k	71.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$243k	-3%	7.9k	30.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$240k		1.4k	169.66	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$239k		7.4k	32.43	View chart
Intel Corporation (INTC)	0.1	$228k		5.2k	44.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$227k	-43%	8.2k	27.85	View chart
Home Depot (HD)	0.1	$226k		688.00	328.89	View chart
Electronic Arts (EA)	0.1	$213k	-47%	1.0k	203.87	View chart
Applied Materials (AMAT)	0.1	$209k		609.00	343.78	View chart
Chevron Corporation (CVX)	0.1	$198k		959.00	206.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$197k		462.00	426.40	View chart
American Express Company (AXP)	0.1	$193k		638.00	302.48	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$186k		10k	18.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$184k		863.00	213.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$183k	-36%	754.00	243.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$179k		822.00	217.25	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$178k	+3%	1.4k	125.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$175k		668.00	261.92	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$170k		129.00	1320.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$169k		1.7k	97.13	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$166k		2.5k	66.57	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$164k	-28%	5.0k	32.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$163k		2.4k	67.53	View chart
Cisco Systems (CSCO)	0.1	$161k	-2%	2.1k	77.59	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$159k	+47%	2.2k	73.65	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$149k		1.3k	116.29	View chart
Tesla Motors (TSLA)	0.1	$146k	+3%	392.00	371.80	View chart
Netflix (NFLX)	0.1	$142k	+5%	1.5k	96.15	View chart
McDonald's Corporation (MCD)	0.1	$140k		450.00	310.79	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$137k		6.3k	21.66	View chart
Sk Telecom Sponsored Adr (SKM)	0.1	$134k	-3%	4.6k	29.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$133k		270.00	491.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$132k		1.9k	70.91	View chart
Pfizer (PFE)	0.1	$125k		4.4k	28.08	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$123k	-24%	924.00	132.94	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$122k	+92%	1.7k	73.93	View chart
Barrick Mng Corp Com Shs (B)	0.0	$120k		2.9k	40.79	View chart
Micron Technology (MU)	0.0	$119k	+11%	353.00	337.84	View chart
Servicenow (NOW)	0.0	$119k	-2%	1.1k	104.55	View chart
Kt Corp Sponsored Adr (KT)	0.0	$118k		5.5k	21.45	View chart
Ituran Location And Control SHS (ITRN)	0.0	$114k		2.3k	49.01	View chart
Palantir Technologies Cl A (PLTR)	0.0	$114k	-3%	777.00	146.28	View chart
Suncor Energy (SU)	0.0	$114k		1.7k	66.11	View chart
Eli Lilly & Co. (LLY)	0.0	$111k		121.00	919.78	View chart
Verizon Communications (VZ)	0.0	$108k	+6%	2.2k	50.20	View chart
Comcast Corp Cl A (CMCSA)	0.0	$108k	+51%	3.8k	28.71	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.0	$106k		2.2k	47.41	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$106k	-16%	1.3k	81.97	View chart
Novartis Sponsored Adr (NVS)	0.0	$106k		692.00	152.75	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$105k		4.9k	21.68	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$105k		1.1k	94.56	View chart
Freeport Mcmoran CL B (FCX)	0.0	$105k		1.8k	58.78	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$105k		1.8k	56.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$104k		1.3k	78.40	View chart
Brightsphere Investment Group (AAMI)	0.0	$101k		1.8k	54.42	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$100k	+19%	1.6k	61.32	View chart
Visa Com Cl A (V)	0.0	$99k	-4%	327.00	302.24	View chart
Genpact SHS (G)	0.0	$99k	-3%	2.6k	37.25	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$97k	-51%	2.5k	38.26	View chart
Ge Aerospace Com New (GE)	0.0	$96k	+6%	337.00	283.77	View chart
Pepsi (PEP)	0.0	$96k	+2%	615.00	155.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$95k		743.00	128.12	View chart
Goldman Sachs (GS)	0.0	$95k		112.00	845.62	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$95k		3.7k	25.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$92k	-4%	436.00	211.15	View chart
Advanced Micro Devices (AMD)	0.0	$91k	+3%	449.00	203.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$91k	-5%	2.0k	45.65	View chart
Abbott Laboratories (ABT)	0.0	$90k	+10%	878.00	102.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$90k		2.6k	34.55	View chart
Starbucks Corporation (SBUX)	0.0	$90k		1.0k	89.59	View chart
Kb Finl Group Sponsored Adr (KB)	0.0	$90k		898.00	99.73	View chart
Ge Vernova (GEV)	0.0	$88k		101.00	872.90	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$88k		3.3k	26.92	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$87k		1.1k	79.06	View chart
Abbvie (ABBV)	0.0	$87k		400.00	217.50	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$86k		1.3k	66.60	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$85k		1.0k	82.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$84k		390.00	215.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$84k		337.00	248.00	View chart
Clorox Company (CLX)	0.0	$83k		800.00	103.63	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$83k	-9%	472.00	175.48	View chart
Perdoceo Ed Corp (PRDO)	0.0	$82k		2.2k	37.21	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$81k		873.00	93.29	View chart
Nutex Health (NUTX)	0.0	$80k		845.00	95.04	View chart
Walt Disney Company (DIS)	0.0	$80k		832.00	96.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$80k		1.0k	78.41	View chart
M/I Homes (MHO)	0.0	$78k		640.00	122.45	View chart
Tapestry (TPR)	0.0	$77k		546.00	141.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$76k		2.6k	29.13	View chart
FedEx Corporation (FDX)	0.0	$76k		214.00	356.18	View chart
Banco Santander Sa Adr (SAN)	0.0	$76k		6.7k	11.28	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$75k	+21%	2.1k	36.39	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$73k		2.7k	26.91	View chart
International Business Machines (IBM)	0.0	$73k		300.00	242.39	View chart
Fifth Third Ban (FITB)	0.0	$73k	NEW	1.6k	46.46	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$72k	+3%	7.2k	10.03	View chart
Kroger (KR)	0.0	$72k	-2%	997.00	72.36	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$72k		2.8k	26.01	View chart
Evercore Class A (EVR)	0.0	$71k		238.00	298.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$71k		1.6k	45.47	View chart
United Therapeutics Corporation (UTHR)	0.0	$69k	-4%	117.00	592.98	View chart
GSK Sponsored Adr (GSK)	0.0	$69k		1.2k	55.19	View chart
Medtronic SHS (MDT)	0.0	$68k		788.00	86.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$68k	-53%	2.3k	29.08	View chart
PPG Industries (PPG)	0.0	$68k		633.00	106.88	View chart
Lam Research Corp Com New (LRCX)	0.0	$67k	+28%	313.00	213.66	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$67k		1.4k	46.91	View chart
Icici Bank Adr (IBN)	0.0	$67k	-13%	2.6k	25.90	View chart
Allstate Corporation (ALL)	0.0	$67k	+47%	321.00	207.34	View chart
Waste Management (WM)	0.0	$65k	-2%	284.00	229.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$65k		664.00	97.23	View chart
Sofi Technologies (SOFI)	0.0	$64k		4.0k	15.88	View chart
Affiliated Managers (AMG)	0.0	$63k	+40%	229.00	276.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$62k	-20%	502.00	124.31	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$62k		1.5k	42.37	View chart
Hca Holdings (HCA)	0.0	$62k		131.00	473.24	View chart
United Sts Oil Units (USO)	0.0	$62k		487.00	127.25	View chart
Finvolution Group Sponsored Ads (FINV)	0.0	$62k	-21%	13k	4.79	View chart
SEI Investments Company (SEIC)	0.0	$61k	-6%	777.00	78.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$60k	-33%	1.3k	46.36	View chart
Manulife Finl Corp (MFC)	0.0	$60k	-5%	1.7k	34.44	View chart
Danaos Corporation SHS (DAC)	0.0	$59k		522.00	112.64	View chart
United Natural Foods (UNFI)	0.0	$59k		1.3k	45.06	View chart
Dr Reddys Labs Adr (RDY)	0.0	$58k	-8%	4.2k	13.85	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$56k		387.00	145.79	View chart
Leidos Holdings (LDOS)	0.0	$55k		355.00	155.52	View chart
Orix Corp Sponsored Adr (IX)	0.0	$55k		1.8k	29.99	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$54k		824.00	65.77	View chart
International Paper Company (IP)	0.0	$54k		1.5k	35.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$54k	-89%	273.00	195.85	View chart
Automatic Data Processing (ADP)	0.0	$53k		262.00	203.18	View chart
Telekomunikasi Ind Sponsored Adr (TLK)	0.0	$53k	-25%	2.8k	18.68	View chart
Vici Pptys (VICI)	0.0	$53k	+57%	1.9k	27.32	View chart
Mastercard Incorporated Cl A (MA)	0.0	$53k	+40%	105.00	499.67	View chart
Federated Hermes CL B (FHI)	0.0	$52k		921.00	56.71	View chart
Qualcomm (QCOM)	0.0	$52k	-12%	402.00	128.74	View chart
American Intl Group Com New (AIG)	0.0	$51k	NEW	677.00	75.25	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$51k	-20%	1.1k	48.18	View chart
Southern Copper Corporation (SCCO)	0.0	$50k		292.00	172.06	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$50k		303.00	163.58	View chart
Amgen (AMGN)	0.0	$48k		136.00	351.85	View chart
Vontier Corporation (VNT)	0.0	$47k		1.3k	35.47	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$47k	-52%	1.0k	46.74	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$47k		263.00	178.97	View chart
Enact Hldgs (ACT)	0.0	$47k		1.1k	40.81	View chart
Dell Technologies CL C (DELL)	0.0	$47k	-12%	284.00	164.13	View chart
Parker-Hannifin Corporation (PH)	0.0	$47k		52.00	895.25	View chart
Global Ship Lease Com Cl A (GSL)	0.0	$46k		1.2k	37.23	View chart
Gilead Sciences (GILD)	0.0	$46k		327.00	139.37	View chart
General Motors Company (GM)	0.0	$45k		610.00	74.50	View chart
Imperial Oil Com New (IMO)	0.0	$45k		347.00	130.82	View chart
Akamai Technologies (AKAM)	0.0	$45k		394.00	114.85	View chart
Dropbox Cl A (DBX)	0.0	$45k	-15%	2.0k	22.72	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.0	$45k		1.5k	30.51	View chart
Lumentum Hldgs (LITE)	0.0	$44k		63.00	702.76	View chart
Prog Holdings Com Npv (PRG)	0.0	$44k	-29%	1.5k	28.69	View chart
HudBay Minerals (HBM)	0.0	$44k		2.1k	20.90	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.0	$44k		854.00	51.22	View chart
Portland Gen Elec Com New (POR)	0.0	$43k		813.00	52.77	View chart
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX)	0.0	$43k		3.7k	11.44	View chart
Herbalife Com Shs (HLF)	0.0	$42k		2.8k	14.72	View chart
Weibo Corp Sponsored Adr (WB)	0.0	$42k	-6%	4.8k	8.75	View chart
3M Company (MMM)	0.0	$42k		288.00	145.23	View chart
Doordash Cl A (DASH)	0.0	$41k		275.00	150.15	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$41k	-47%	280.00	146.61	View chart
Brinker International (EAT)	0.0	$41k		284.00	142.77	View chart
Docusign (DOCU)	0.0	$41k	+372%	855.00	47.41	View chart
Airbnb Com Cl A (ABNB)	0.0	$40k	-97%	319.00	126.28	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$40k	+8%	515.00	77.13	View chart
First Solar (FSLR)	0.0	$40k		201.00	197.26	View chart
Procter & Gamble Company (PG)	0.0	$40k	+8%	274.00	144.44	View chart
Paccar (PCAR)	0.0	$40k		342.00	115.50	View chart
Verisign (VRSN)	0.0	$39k	-35%	158.00	248.36	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.0	$39k		346.00	112.29	View chart
Ennis (EBF)	0.0	$39k		1.8k	21.42	View chart
Nextera Energy (NEE)	0.0	$39k		417.00	92.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$38k		1.7k	22.91	View chart
MGIC Investment (MTG)	0.0	$38k		1.5k	26.25	View chart
Lennar Corp CL B (LEN.B)	0.0	$38k		453.00	84.12	View chart
Winmark Corporation (WINA)	0.0	$38k	+2%	89.00	427.55	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$38k		1.0k	38.01	View chart

Past Filings by WealthCollab

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

WealthCollab 2026 Q1 filed May 13, 2026
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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