WealthCollab, LLC

Q2 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    947

  • Value ($000)

    $178,938

  • Date Filed
    08/15/2025
  • Form type
    13F-HR
  • CIK
    0002017870
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$14.82M
8 %

48,761

---

VANGUARD STAR FDS

VG TL INTL STK F
$13.66M
8 %

197,740

SSRM
SSRM

SSR MINING IN

COM
$11.71M
7 %

917,075

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
$10.97M
6 %

141,952

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$7.95M
4 %

87,214

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$7.14M
4 %

90,044

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
$6.84M
4 %

65,430

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$6.35M
4 %

86,301

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$5.41M
3 %

60,795

SCHH
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
$5.41M
3 %

255,607

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