WealthCollab, LLC

Q3 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    974

  • Value ($000)

    $217,945

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SSRM

SSR MINING IN

COM
$22.39M
10 %

917,175

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$19.34M
9 %

58,941

---

VANGUARD STAR FDS

VG TL INTL STK F
$15.69M
7 %

213,569

I
IXUS

ISHARES TR

CORE MSCI TOTAL
$11.72M
5 %

141,952

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$9.39M
4 %

94,320

M
MUB

ISHARES TR

NATIONAL MUN ETF
$8.84M
4 %

83,014

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$8.13M
4 %

91,327

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$7.10M
3 %

95,522

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$6.29M
3 %

68,841

S
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
$5.57M
3 %

258,304

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