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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 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TS TENARIS S A Energy 389.0 $22K 0.01% -8.0 -2.0% $55.49 +1.7%
82 NRC NRC HEALTH Healthcare 987.0 $21K 0.01% -85.0 -7.9% $21.57 -0.2%
83 RMAX RE/MAX HLDGS INC Real Estate 2,106.0 $21K 0.01% -51.0 -2.4% $9.86 +25.3%
84 CARG CARGURUS INC Consumer Cyclical 587.0 $20K 0.01% -93.0 -13.7% $34.09 -1.0%
85 MTH MERITAGE HOMES CORP Consumer Cyclical 236.0 $20K 0.01% -69.0 -22.6% $83.85 -19.7%
86 EW EDWARDS LIFESCIENCES CORP Healthcare 214.0 $19K 0.01% -13.0 -5.7% $90.46 -0.6%
87 IEI ISHARES TR 162.0 $19K 0.01% -1.0 -0.6% $117.45 -1.5%
88 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,404.0 $19K 0.01% -177.0 -11.2% $13.26 -0.5%
89 GPOR GULFPORT ENERGY CORP Energy 109.0 $18K 0.01% -10.0 -8.4% $169.71 +5.7%
90 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 592.0 $18K 0.01% -704.0 -54.3% $31.20 +3.3%
91 COP CONOCOPHILLIPS Energy 175.0 $18K 0.01% -108.0 -38.2% $103.96 +29.1%
92 IMXI INTERNATIONAL MONEY EXPRESS Technology 1,257.0 $18K 0.01% -264.0 -17.4% $14.45 +0.4%
93 AEP AMERICAN ELEC PWR CO INC Utilities 124.0 $17K 0.01% -38.0 -23.5% $136.81 -9.0%
94 TMUS T-MOBILE US INC Communication Services 100.0 $17K 0.01% -18.0 -15.2% $167.73 +8.2%
95 AVA AVISTA CORP Utilities 406.0 $17K 0.01% -220.0 -35.1% $40.91 -8.2%
96 CHRD CHORD ENERGY CORPORATION Energy 144.0 $16K 0.01% -68.0 -32.1% $114.31 +28.1%
97 BP BP PLC Energy 438.0 $16K 0.01% -69.0 -13.6% $36.95 +18.6%
98 SMCI SUPER MICRO COMPUTER INC Technology 550.0 $16K 0.01% -188.0 -25.5% $29.33 +35.0%
99 IIPR INNOVATIVE INDL PPTYS INC Real Estate 251.0 $16K 0.01% -24.0 -8.7% $61.98 -7.7%
100 ORCL ORACLE CORP Technology 106.0 $16K 0.01% -38.0 -26.4% $146.56 +8.4%
Page 5 of 10  ·  194 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%