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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $276M AUM 1,060 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 94 New 206 Added 194 Reduced 147 Exited
Page 2 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 8,178.0 $1.1M 0.41% +3K +60.5% $139.63 -31.4%
22 JNJ JOHNSON & JOHNSON Healthcare 3,910.0 $993K 0.36% +3K +285.2% $253.97 +8.4%
23 LLY ELI LILLY & CO Healthcare 756.0 $907K 0.33% +635.0 +524.8% $1199.43 -4.3%
24 CAOS EA SERIES TRUST 10,029.0 $906K 0.33% +291.0 +3.0% $90.36 +0.2%
25 MINT PIMCO ETF TR 8,522.0 $859K 0.31% +98.0 +1.2% $100.81 -0.3%
26 GOOGL ALPHABET INC Communication Services 2,395.0 $856K 0.31% +650.0 +37.2% $357.37 -5.3%
27 META META PLATFORMS INC Communication Services 1,354.0 $763K 0.28% +45.0 +3.4% $563.29 +9.5%
28 RTX RTX CORPORATION Industrials 3,654.0 $693K 0.25% +77.0 +2.1% $189.73 +5.8%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,366.0 $652K 0.24% +221.0 +19.3% $477.57 -10.2%
30 BNDX VANGUARD CHARLOTTE FDS 12,070.0 $585K 0.21% +115.0 +1.0% $48.43 -2.0%
31 DFIV DIMENSIONAL ETF TRUST 10,754.0 $581K 0.21% +102.0 +1.0% $54.02 +9.1%
32 IAU ISHARES GOLD TR Financial Services 7,600.0 $574K 0.21% +318.0 +4.4% $75.51 +10.4%
33 SNAP SNAP INC Communication Services 124,612.0 $553K 0.20% +9K +8.0% $4.44 +23.2%
34 BA BOEING CO Industrials 2,406.0 $521K 0.19% +833.0 +53.0% $216.45 -1.9%
35 AMAT APPLIED MATLS INC Technology 716.0 $518K 0.19% +107.0 +17.6% $723.38 -37.1%
36 FNDF SCHWAB STRATEGIC TR 9,163.0 $483K 0.17% +3K +48.7% $52.76 +6.7%
37 CSCO CISCO SYS INC Technology 3,979.0 $467K 0.17% +2K +85.8% $117.46 -7.0%
38 MU MICRON TECHNOLOGY INC Technology 372.0 $429K 0.16% +54.0 +17.0% $1154.29 -11.9%
39 JPM JPMORGAN CHASE & CO Financial Services 1,184.0 $388K 0.14% +198.0 +20.1% $327.33 +9.6%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 1,083.0 $305K 0.11% +783.0 +261.0% $281.21 -16.5%
Page 2 of 11  ·  206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 43.9%
Technology 22.6%
Consumer Cyclical 8.1%
Financial Services 6.8%
Healthcare 5.5%
Communication Services 4.7%
Industrials 3.6%
Consumer Defensive 2.4%
Energy 1.2%
Utilities 0.7%