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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 29 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 125.0 $11K 0.00% -2.0 -1.6% $85.99 -15.8%
562 OBE OBSIDIAN ENERGY LTD Energy 1,317.0 $11K 0.00% $8.13 +45.4%
563 OMC OMNICOM GROUP INC Communication Services 147.0 $11K 0.00% $72.84 +13.4%
564 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 445.0 $11K 0.00% +23.0 +5.5% $23.88 +1.7%
565 FAF FIRST AMERN FINL CORP Financial Services 154.0 $11K 0.00% $68.59 +6.1%
566 CDNS CADENCE DESIGN SYSTEM INC Technology 28.0 $11K 0.00% +8.0 +40.0% $375.32 -22.0%
567 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 942.0 $11K 0.00% $11.15 -9.4%
568 FLR FLUOR CORP Industrials 200.0 $10K 0.00% $52.39 +7.2%
569 HII HUNTINGTON INGALLS INDS INC Industrials 37.0 $10K 0.00% $279.89 +2.2%
570 XPERI INC 1,232.0 $10K 0.00% -2K -61.6% $8.23
571 KEP KOREA ELEC PWR CORP Utilities 837.0 $10K 0.00% +563.0 +205.5% $12.10 -1.3%
572 HAL HALLIBURTON CO Energy 298.0 $10K 0.00% $33.95 +9.2%
573 GLOBUS MED INC 127.0 $10K 0.00% $79.02
574 IEF ISHARES TR 105.0 $10K 0.00% $94.57 -2.5%
575 DRD DRDGOLD LIMITED Basic Materials 465.0 $10K 0.00% $21.30 +34.2%
576 VOE VANGUARD INDEX FDS 50.0 $10K 0.00% +46.0 +1150.0% $197.60 +5.5%
577 GMAB GENMAB A/S Healthcare 357.0 $10K 0.00% $27.47 +22.3%
578 DFIC DIMENSIONAL ETF TRUST 262.0 $10K 0.00% $37.26 +5.9%
579 XLU SELECT SECTOR SPDR TR 215.0 $10K 0.00% -9.0 -4.0% $45.34 -5.0%
580 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 326.0 $10K 0.00% $29.29 +15.7%
Page 29 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%