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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 30 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GRRR GORILLA TECHNOLOGY GROUP INC Technology 471.0 $9K 0.00% $19.88 -30.6%
582 AEGON LTD 1,103.0 $9K 0.00% $8.44
583 GEN GEN DIGITAL INC Technology 374.0 $9K 0.00% +312.0 +503.2% $24.89 +23.1%
584 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 221.0 $9K 0.00% $41.95 +21.4%
585 JD JD.COM INC Consumer Cyclical 363.0 $9K 0.00% -121.0 -25.0% $25.48 +10.9%
586 EEMA ISHARES INC 79.0 $9K 0.00% -159.0 -66.8% $116.96 +2.2%
587 DG DOLLAR GEN CORP Consumer Defensive 80.0 $9K 0.00% -15.0 -15.8% $115.11 +15.7%
588 TTAN SERVICETITAN INC Technology 130.0 $9K 0.00% $70.72 +24.3%
589 RGLD ROYAL GOLD INC Basic Materials 46.0 $9K 0.00% -4.0 -8.0% $199.63 +31.3%
590 CRWD CROWDSTRIKE HLDGS INC Technology 12.0 $9K 0.00% $190.79 +11.7%
591 NUS NU SKIN ENTERPRISES INC Consumer Defensive 1,732.0 $9K 0.00% +1K +221.9% $5.28 -8.3%
592 AI C3 AI INC Technology 1,000.0 $9K 0.00% -1K -50.0% $9.09 +15.1%
593 RYANAIR HOLDINGS PLC 140.0 $9K 0.00% -66.0 -32.0% $64.75
594 CNI CANADIAN NATL RY CO Industrials 76.0 $9K 0.00% $119.25 +3.5%
595 KLAC KLA CORP Technology 30.0 $9K 0.00% NEW $301.73 -38.5%
596 NGG NATIONAL GRID PLC Utilities 109.0 $9K 0.00% $82.87 -5.7%
597 VPL VANGUARD INTL EQUITY INDEX F 78.0 $9K 0.00% -172.0 -68.8% $115.69 +2.4%
598 CBT CABOT CORP Basic Materials 99.0 $9K 0.00% $90.83 -10.3%
599 RMD RESMED INC Healthcare 46.0 $9K 0.00% $194.89 +17.2%
600 BDX BECTON DICKINSON & CO Healthcare 59.0 $9K 0.00% +38.0 +180.9% $151.34 +22.1%
Page 30 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%