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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 21 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VESTA REAL ESTATE CORP 625.0 $21K 0.01% +235.0 +60.3% $34.31
402 EMBC EMBECTA CORP Healthcare 6,571.0 $21K 0.01% NEW $3.26 +77.9%
403 SLM SLM CORP Financial Services 825.0 $21K 0.01% NEW $25.94 +4.4%
404 NRC NRC HEALTH Healthcare 987.0 $21K 0.01% -85.0 -7.9% $21.57 -0.2%
405 RCI ROGERS COMMUNICATIONS INC Communication Services 650.0 $21K 0.01% $32.50 +15.4%
406 VIST VISTA ENERGY S.A.B. DE C.V. Energy 330.0 $21K 0.01% +76.0 +29.9% $63.80 +15.6%
407 PBR PETROLEO BRASILEIRO S A Energy 1,301.0 $21K 0.01% $16.16 +24.5%
408 CRUS CIRRUS LOGIC INC Technology 140.0 $21K 0.01% $148.54 -23.8%
409 RMAX RE/MAX HLDGS INC Real Estate 2,106.0 $21K 0.01% -51.0 -2.4% $9.86 +25.3%
410 STT STATE STR CORP Financial Services 122.0 $21K 0.01% $169.61 +14.5%
411 YALA YALLA GROUP LTD Technology 3,757.0 $21K 0.01% +2K +123.9% $5.49 -0.2%
412 QFIN QFIN HOLDINGS INC Financial Services 1,295.0 $20K 0.01% +140.0 +12.1% $15.81 -42.7%
413 PATK PATRICK INDS INC Consumer Cyclical 227.0 $20K 0.01% $89.78 -7.7%
414 UI UBIQUITI INC Technology 38.0 $20K 0.01% $534.05 +8.5%
415 WDS WOODSIDE ENERGY GROUP LTD Energy 1,045.0 $20K 0.01% +36.0 +3.6% $19.32 +17.9%
416 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,155.0 $20K 0.01% +580.0 +100.9% $17.35 -9.3%
417 CARG CARGURUS INC Consumer Cyclical 587.0 $20K 0.01% -93.0 -13.7% $34.09 -1.0%
418 CLDT CHATHAM LODGING TR Real Estate 1,506.0 $20K 0.01% $13.23 -1.4%
419 ORI OLD REP INTL CORP Financial Services 485.0 $20K 0.01% $40.92 +1.2%
420 MTH MERITAGE HOMES CORP Consumer Cyclical 236.0 $20K 0.01% -69.0 -22.6% $83.85 -19.7%
Page 21 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%