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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 4 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DAC DANAOS CORPORATION Industrials 880.0 $108K 0.04% +358.0 +68.6% $122.37 +26.9%
62 CMCSA COMCAST CORP NEW Communication Services 4,363.0 $107K 0.04% +2K +75.8% $24.55 +7.9%
63 SITE CTRS CORP 26,873.0 $107K 0.04% +26K +5231.9% $3.97
64 QCOM QUALCOMM INC Technology 573.0 $106K 0.04% +115.0 +25.1% $184.92 -8.7%
65 NFLX NETFLIX INC. Communication Services 1,476.0 $105K 0.04% +76.0 +5.4% $71.40 +9.6%
66 AGNC AGNC INVT CORP Real Estate 9,586.0 $104K 0.04% +3K +37.1% $10.90 -2.3%
67 FNDC SCHWAB STRATEGIC TR 2,048.0 $99K 0.04% +92.0 +4.7% $48.56 +6.4%
68 XLF SELECT SECTOR SPDR TR 1,825.0 $98K 0.04% +475.0 +35.2% $53.61 +8.4%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 2,257.0 $96K 0.04% +230.0 +11.3% $42.33 +18.4%
70 ALL ALLSTATE CORP Financial Services 392.0 $93K 0.03% +175.0 +80.7% $237.94 +9.1%
71 SU SUNCOR ENERGY INC NEW Energy 1,732.0 $93K 0.03% +13.0 +0.8% $53.68 +25.4%
72 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 94.0 $91K 0.03% +21.0 +28.8% $965.00 -12.0%
73 XLV SELECT SECTOR SPDR TR 549.0 $87K 0.03% +12.0 +2.2% $158.66 +8.1%
74 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 2,360.0 $81K 0.03% +660.0 +38.8% $34.53 +20.4%
75 GSL GLOBAL SHIP LEASE INC Industrials 2,142.0 $81K 0.03% +902.0 +72.7% $37.60 +23.4%
76 AMG AFFILIATED MANAGERS GROUP Financial Services 229.0 $77K 0.03% +66.0 +40.5% $338.40 +9.4%
77 WF WOORI FINL GROUP INC Financial Services 1,341.0 $77K 0.03% +57.0 +4.4% $57.40 +30.4%
78 WB WEIBO CORP Communication Services 10,396.0 $75K 0.03% +5K +102.9% $7.26 -7.4%
79 WM WASTE MGMT INC DEL Industrials 334.0 $74K 0.03% +44.0 +15.2% $222.88 -1.7%
80 GSK GSK PLC Healthcare 1,415.0 $74K 0.03% +170.0 +13.7% $52.42 -4.8%
Page 4 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%