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WealthCollab, LLC

Portfolio Manager
WealthCollab, LLC
Performance
-0.21% (2025 Q4)
AUM (13F)
$242.83M
# of Holdings
977
Performance Rank
Allocation (Top 20)
72.98%

WealthCollab, LLC Holdings Map

Top 50 WealthCollab, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SSRM
SSR MINING IN
12.43%1.03M$30.2M
+0.00%(+0)
2025-Q1: 887.1K shares2025-Q2: 917.1K shares2025-Q3: 917.2K shares2025-Q4: 1.03M shares2026-Q1: 1.03M shares
$12.87(+166.12%)
2026-03-31
VTI
VANGUARD INDEX FDS
9.16%69.3K$22.2M
+10.09%(+6.36K)
2025-Q1: 51.9K shares2025-Q2: 48.8K shares2025-Q3: 58.9K shares2025-Q4: 63.0K shares2026-Q1: 69.3K shares
$263.02(+39.68%)
2026-03-31
VXUS
VANGUARD STAR FDS
7.54%237.5K$18.3M
+4.59%(+10.43K)
2025-Q1: 217.8K shares2025-Q2: 197.7K shares2025-Q3: 213.6K shares2025-Q4: 227.1K shares2026-Q1: 237.5K shares
$59.41(+43.10%)
2026-03-31
IXUS
ISHARES TR
5.11%143.2K$12.4M
+0.69%(+976)
2025-Q1: 122.5K shares2025-Q2: 142.0K shares2025-Q3: 142.0K shares2025-Q4: 142.3K shares2026-Q1: 143.2K shares
$64.91(+47.22%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.74%104.1K$11.5M
+4.67%(+4.65K)
2025-Q1: 115.6K shares2025-Q2: 87.2K shares2025-Q3: 94.3K shares2025-Q4: 99.5K shares2026-Q1: 104.1K shares
$88.35(+34.43%)
2026-03-31
MUB
ISHARES TR
4.38%100.2K$10.6M
+7.31%(+6.83K)
2025-Q1: 58.8K shares2025-Q2: 65.4K shares2025-Q3: 83.0K shares2025-Q4: 93.4K shares2026-Q1: 100.2K shares
$106.09(+0.54%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.84%93.4K$9.3M
+2.17%(+1.99K)
2025-Q1: 89.4K shares2025-Q2: 90.0K shares2025-Q3: 91.3K shares2025-Q4: 91.5K shares2026-Q1: 93.4K shares
$62.88(+75.13%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.71%122.3K$9.0M
+2.36%(+2.82K)
2025-Q1: 84.6K shares2025-Q2: 86.3K shares2025-Q3: 95.5K shares2025-Q4: 119.5K shares2026-Q1: 122.3K shares
$72.53(+0.87%)
2026-03-31
VNQ
VANGUARD INDEX FDS
3%82.1K$7.3M
+8.43%(+6.38K)
2025-Q1: 57.1K shares2025-Q2: 60.8K shares2025-Q3: 68.8K shares2025-Q4: 75.7K shares2026-Q1: 82.1K shares
$85.32(+11.72%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
2.69%84.7K$6.5M
+14.57%(+10.77K)
2025-Q1: 60.7K shares2025-Q2: 61.8K shares2025-Q3: 63.5K shares2025-Q4: 73.9K shares2026-Q1: 84.7K shares
$75.45(+1.48%)
2026-03-31

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