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WealthCollab, LLC

Q1 2026 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    977

  • Value ($000)

    $242,835

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SSRM

SSR MINING IN

COM
784730103
$30.18M
12 %

1,027,458

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$22.25M
9 %

69,346

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$18.31M
8 %

237,498

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$12.41M
5 %

143,229

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$11.5M
5 %

104,118

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$10.64M
4 %

100,225

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$9.33M
4 %

93,448

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$9.01M
4 %

122,344

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$7.28M
3 %

82,125

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$6.54M
3 %

84,675

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