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Portfolio (Quarterly) Guide ↗

Collaborative Capital Advisors LLC

· CIK 0002097223
13F Portfolio $158M AUM 88 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 83 New
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 11,700.0 $371K 0.23% NEW $31.71 +10.1%
62 DTM DT MIDSTREAM INC Energy 2,475.0 $365K 0.23% NEW $147.62 -12.3%
63 VGT VANGUARD WORLD FD 3,048.0 $364K 0.23% NEW $119.52 +0.5%
64 XLV SELECT SECTOR SPDR TR 2,100.0 $333K 0.21% NEW $158.66 +7.9%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 352.0 $330K 0.21% NEW $936.60 +0.9%
66 ACWI ISHARES TR 2,100.0 $330K 0.21% NEW $156.97 +2.6%
67 IGV ISHARES TR 3,600.0 $326K 0.21% NEW $90.60 +20.9%
68 MS MORGAN STANLEY Financial Services 1,543.0 $323K 0.20% NEW $209.04 +2.7%
69 JPM JPMORGAN CHASE & CO Financial Services 962.0 $315K 0.20% NEW $327.26 +9.3%
70 AVGO BROADCOM INC Technology 755.0 $285K 0.18% NEW $377.75 -2.4%
71 QQQM INVESCO EXCH TRADED FD TR II 915.0 $277K 0.17% NEW $302.97 -2.6%
72 BERKSHIRE HATHAWAY INC DEL 520.0 $260K 0.16% NEW $500.39
73 KMI KINDER MORGAN INC DEL Energy 7,441.0 $238K 0.15% NEW $31.97 -1.3%
74 PG PROCTER & GAMBLE CO Consumer Defensive 1,601.0 $235K 0.15% NEW $146.63 -2.0%
75 ETORO GROUP LTD 5,935.0 $234K 0.15% NEW $39.47
76 RTX RTX CORPORATION Industrials 1,234.0 $234K 0.15% NEW $189.73 +11.6%
77 MU MICRON TECHNOLOGY INC Technology 196.0 $226K 0.14% NEW $1154.29 -19.2%
78 JNJ JOHNSON & JOHNSON Healthcare 850.0 $216K 0.14% NEW $253.87 +5.6%
79 LRCX LAM RESEARCH CORP Technology 470.0 $204K 0.13% NEW $433.59 -30.4%
80 TSLA TESLA INC Consumer Cyclical 481.0 $202K 0.13% NEW $420.60 -17.1%
Page 4 of 5  ·  83 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
Financial Services 77.5%
Technology 8.5%
Energy 4.7%
Communication Services 3.9%
Consumer Cyclical 2.4%
Consumer Defensive 1.4%
Industrials 0.8%
Healthcare 0.7%