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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 15 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMH VANECK ETF TRUST 58.0 $38K 0.01% -19.0 -24.7% $655.90 -13.6%
282 SPYM SPDR SERIES TRUST 432.0 $38K 0.01% +411.0 +1957.1% $87.88 +3.2%
283 HLF HERBALIFE LTD Consumer Defensive 2,875.0 $38K 0.01% +30.0 +1.1% $13.15 -5.9%
284 BBAR BANCO BBVA ARGENTINA S A Financial Services 1,909.0 $37K 0.01% $19.61 -24.4%
285 PHM PULTE GROUP INC Consumer Cyclical 269.0 $37K 0.01% $137.21 -9.3%
286 EBF ENNIS INC Industrials 1,730.0 $37K 0.01% -79.0 -4.4% $21.25 +1.0%
287 IMO IMPERIAL OIL LTD Energy 328.0 $37K 0.01% -19.0 -5.5% $112.02 +14.8%
288 NEE NEXTERA ENERGY INC Utilities 417.0 $37K 0.01% $87.77 -4.9%
289 LEIDOS HOLDINGS INC 355.0 $37K 0.01% $102.97
290 DON WISDOMTREE TR 645.0 $36K 0.01% NEW $56.52 +2.2%
291 ALK ALASKA AIR GROUP INC Industrials 693.0 $36K 0.01% +46.0 +7.1% $52.20 -19.5%
292 SLF SUN LIFE FINANCIAL INC. Financial Services 460.0 $36K 0.01% $78.42 +3.2%
293 ASGN EVERFORTH INC Technology 2,008.0 $36K 0.01% NEW $17.87 +17.3%
294 TJX TJX COS INC NEW Consumer Cyclical 234.0 $35K 0.01% $151.50 -12.8%
295 MGA MAGNA INTL INC Consumer Cyclical 535.0 $35K 0.01% $65.66 +4.9%
296 WINA WINMARK CORP Consumer Cyclical 83.0 $35K 0.01% -4.0 -4.6% $423.08 -24.8%
297 TGT TARGET CORP Consumer Defensive 267.0 $35K 0.01% $130.61 +25.9%
298 T AT&T INC Communication Services 1,652.0 $34K 0.01% +1K +294.3% $20.70 +24.0%
299 UNH UNITEDHEALTH GROUP INC Healthcare 82.0 $34K 0.01% +37.0 +82.2% $415.63 -4.4%
300 ZM ZOOM COMMUNICATIONS INC Technology 394.0 $34K 0.01% $86.31 +17.4%
Page 15 of 49  ·  969 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%