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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 3 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASML ASML HLDG NV Technology 135.0 $269K 0.10% +6.0 +4.7% $1989.44 -13.8%
42 AVSU AMERICAN CENTY ETF TR 2,779.0 $246K 0.09% +2K +223.5% $88.52 +1.5%
43 HD HOME DEPOT INC Consumer Cyclical 694.0 $245K 0.09% +6.0 +0.9% $352.68 -9.0%
44 XLK SELECT SECTOR SPDR TR 1,258.0 $240K 0.09% +38.0 +3.1% $190.56 -1.7%
45 VBR VANGUARD INDEX FDS 952.0 $231K 0.08% +132.0 +16.1% $242.99 +1.7%
46 AVSD AMERICAN CENTY ETF TR 2,885.0 $230K 0.08% +1K +97.6% $79.88 +4.5%
47 IWF ISHARES TR 1,848.0 $229K 0.08% +1K +300.0% $124.17 -0.6%
48 ASX ASE TECHNOLOGY HLDG CO LTD Technology 5,011.0 $226K 0.08% +161.0 +3.3% $45.12 -16.9%
49 AVSE AMERICAN CENTY ETF TR 2,699.0 $221K 0.08% +200.0 +8.0% $81.84 -0.7%
50 MRK MERCK & CO INC Healthcare 1,673.0 $215K 0.08% +1K +657.0% $128.50 +17.0%
51 PEP PEPSICO INC Consumer Defensive 1,380.0 $187K 0.07% +782.0 +130.8% $135.40 +1.6%
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 295.0 $148K 0.05% +25.0 +9.3% $501.36 +22.4%
53 LRCX LAM RESEARCH CORP Technology 317.0 $137K 0.05% +74.0 +30.4% $433.33 -29.0%
54 NOW SERVICENOW INC Technology 1,340.0 $133K 0.05% +175.0 +15.0% $99.28 +42.3%
55 STIP ISHARES TR 1,275.0 $130K 0.05% +1K +1256.4% $102.16 -1.3%
56 RIO RIO TINTO PLC Basic Materials 1,340.0 $127K 0.05% +467.0 +53.5% $94.93 +8.8%
57 PFE PFIZER INC Healthcare 5,017.0 $121K 0.04% +570.0 +12.8% $24.08 +18.1%
58 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,901.0 $120K 0.04% +529.0 +38.6% $63.25 +30.1%
59 PRG PROG HOLDINGS INC Industrials 2,577.0 $120K 0.04% +385.0 +17.6% $46.61 -15.7%
60 CLX CLOROX CO DEL Consumer Defensive 1,231.0 $117K 0.04% +431.0 +53.9% $95.44 -2.5%
Page 3 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%