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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $244M AUM 1,112 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New 194 Added 111 Reduced 94 Exited
Page 24 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RNR RENAISSANCERE HLDGS LTD Financial Services 53.0 $15K 0.01% +31.0 +140.9% $281.17 +6.1%
462 RYANAIR HOLDINGS PLC 206.0 $15K 0.01% $72.19
463 UNH UNITEDHEALTH GROUP INC Healthcare 45.0 $15K 0.01% -41.0 -47.7% $330.11 +18.5%
464 STM STMICROELECTRONICS N V Technology 567.0 $15K 0.01% -387.0 -40.6% $25.94 +135.0%
465 MATX MATSON INC Industrials 117.0 $14K 0.01% $123.56 +49.1%
466 IFS INTERCORP FINL SVCS INC Financial Services 341.0 $14K 0.01% $42.36 +6.1%
467 DRD DRDGOLD LIMITED Basic Materials 465.0 $14K 0.01% $31.01 -13.4%
468 ANGLOGOLD ASHANTI PLC 168.0 $14K 0.01% $85.29
469 NVTS NAVITAS SEMICONDUCTOR CORP Technology 2,000.0 $14K 0.01% +1K +100.0% $7.14 +175.5%
470 LNC LINCOLN NATL CORP IND Financial Services 319.0 $14K 0.01% $44.53 -22.1%
471 CVLG COVENANT LOGISTICS GROUP INC Industrials 642.0 $14K 0.01% $22.04 +60.0%
472 SYF SYNCHRONY FINANCIAL Financial Services 168.0 $14K 0.01% $83.43 -14.8%
473 JD JD.COM INC Consumer Cyclical 484.0 $14K 0.01% $28.70 +10.1%
474 TTAN SERVICETITAN INC Technology 130.0 $14K 0.01% $106.50 -41.3%
475 MBC MASTERBRAND INC Consumer Cyclical 1,251.0 $14K 0.01% NEW $11.04 -36.1%
476 EMLC VANECK ETF TRUST 529.0 $14K 0.01% NEW $25.82 -2.9%
477 VC VISTEON CORP Consumer Cyclical 142.0 $14K 0.01% $95.11 +14.1%
478 FTS FORTIS INC Utilities 260.0 $14K 0.01% -27.0 -9.4% $51.94 +6.1%
479 IONQ IONQ INC Technology 300.0 $13K 0.01% NEW $44.87 +9.9%
480 HRB BLOCK H & R INC Consumer Cyclical 307.0 $13K 0.01% +207.0 +207.0% $43.58 -11.2%
Page 24 of 52  ·  1,022 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 32.3%
Technology 21.7%
Consumer Cyclical 11.0%
Communication Services 10.6%
Consumer Defensive 9.4%
Financial Services 6.4%
Healthcare 3.2%
Industrials 3.1%
Energy 1.1%
Utilities 0.7%