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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 20 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MOV MOVADO GROUP INC Consumer Cyclical 581.0 $23K 0.01% -318.0 -35.4% $39.31 -13.6%
382 WIT WIPRO LTD Technology 10,007.0 $23K 0.01% -5K -34.6% $2.25 -19.6%
383 ADI ANALOG DEVICES INC Technology 57.0 $22K 0.01% +1.0 +1.8% $394.63 -8.2%
384 MATX MATSON INC Industrials 117.0 $22K 0.01% $192.23 +17.4%
385 ANNALY CAPITAL MANAGEMENT IN 1,000.0 $22K 0.01% NEW $22.36
386 AVES AMERICAN CENTY ETF TR 340.0 $22K 0.01% $65.60 +3.4%
387 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 240.0 $22K 0.01% $92.09 -4.6%
388 JBL JABIL INC Technology 57.0 $22K 0.01% $385.49 -19.4%
389 EHC ENCOMPASS HEALTH CORP Healthcare 217.0 $22K 0.01% -31.0 -12.5% $101.08 +20.5%
390 LOGI LOGITECH INTL S A Technology 233.0 $22K 0.01% +76.0 +48.4% $94.04 +8.5%
391 CDLR CADELER A S Industrials 1,000.0 $22K 0.01% +290.0 +40.9% $21.91 +13.8%
392 UAL UNITED AIRLS HLDGS INC Industrials 161.0 $22K 0.01% $135.99 -18.1%
393 OSPN ONESPAN INC Technology 1,522.0 $22K 0.01% +630.0 +70.6% $14.35 +16.4%
394 VOD VODAFONE GROUP PLC Communication Services 1,649.0 $22K 0.01% $13.23 +27.8%
395 SWKS SKYWORKS SOLUTIONS INC Technology 320.0 $22K 0.01% -8.0 -2.4% $67.80 +9.2%
396 ON ON SEMICONDUCTOR CORP Technology 229.0 $22K 0.01% $94.54 -21.3%
397 TS TENARIS S A Energy 389.0 $22K 0.01% -8.0 -2.0% $55.49 +1.7%
398 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 199.0 $22K 0.01% +45.0 +29.2% $108.35 +2.3%
399 EFG ISHARES TR 173.0 $21K 0.01% +2.0 +1.2% $124.12 +0.3%
400 TRV TRAVELERS COMPANIES INC Financial Services 65.0 $21K 0.01% $330.12 +11.9%
Page 20 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%