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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 42 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 DFH DREAM FINDERS HOMES INC Consumer Cyclical 164.0 $3K 0.00% NEW $17.26 -20.1%
822 MLI MUELLER INDS INC Industrials 23.0 $3K 0.00% NEW $122.96 -48.2%
823 EMN EASTMAN CHEM CO Basic Materials 42.0 $3K 0.00% NEW $67.00 +6.3%
824 LGIH LGI HOMES INC Consumer Cyclical 44.0 $3K 0.00% NEW $63.68 -13.6%
825 HLN HALEON PLC Healthcare 300.0 $3K 0.00% $9.33 +2.9%
826 XLE SELECT SECTOR SPDR TR 51.0 $3K 0.00% +11.0 +27.5% $53.12 +20.6%
827 DDL DINGDONG CAYMAN LTD Consumer Defensive 1,399.0 $3K 0.00% $1.93 +17.1%
828 OPTX SYNTEC OPTICS HLDGS INC Technology 215.0 $3K 0.00% -538.0 -71.5% $12.45 -39.2%
829 GAMESTOP CORP 120.0 $3K 0.00% $22.08
830 AEM AGNICO EAGLE MINES LTD Basic Materials 17.0 $3K 0.00% -5.0 -22.7% $155.18 +31.9%
831 THO THOR INDS INC Consumer Cyclical 35.0 $3K 0.00% $75.17 +2.4%
832 VIKING HOLDINGS LTD 25.0 $3K 0.00% $104.68
833 ATS CORPORATION 89.0 $3K 0.00% $28.79
834 ETN EATON CORP PLC Industrials 6.0 $3K 0.00% $426.17 -3.6%
835 PSMT PRICESMART INC Consumer Defensive 13.0 $3K 0.00% $195.38 -10.9%
836 RPRX ROYALTY PHARMA PLC Healthcare 45.0 $3K 0.00% $56.09 +14.0%
837 YB YUANBAO INC Financial Services 164.0 $2K 0.00% $15.24 -10.0%
838 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 41.0 $2K 0.00% $60.24 +30.7%
839 NDAQ NASDAQ INC Financial Services 31.0 $2K 0.00% -153.0 -83.2% $78.84 +22.9%
840 BROOKFIELD BUSINESS CORP 80.0 $2K 0.00% NEW $29.85
Page 42 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%