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CIK: 0002017870
Total reported value
$276.1M
$276.1M
874 檔
18.5%
At the close of Q4 2024, WealthCollab, LLC disclosed equity holdings valued at approximately $276.1M, spread across 874 reported holdings.
During Q4 2024, WealthCollab, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, AVUV) accounted for 18.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 874 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.11% | +0.33% | +9.87% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.03% | -0.15% | +1.14% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.63% | — | +6.64% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 5.09% | -0.16% | +9.16% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 3.80% | -0.39% | +3.33% | |
| 6 | SSRM | Ssr Mining Inc | Stock-Materials | 3.80% | -0.63% | — | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.61% | -0.29% | +8.64% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-Other | 3.38% | -0.07% | +7.25% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.35% | -0.31% | +12.29% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.00% | — | -0.26% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.93% | -0.06% | +13.30% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.81% | -0.25% | +4.65% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.13% | +1.84% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.29% | +0.03% | +197.09% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.02% | -3.04% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.73% | +0.12% | +8.11% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.07% | -0.88% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.65% | +0.01% | -3.73% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.56% | -0.09% | +147.59% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.02% | +0.03% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.35% | -0.11% | -4.69% | |
| 22 | CMF | Ishares California Muni Bond | ETF-Other | 1.24% | -0.08% | +16.85% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.15% | +0.02% | +1.10% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.83% | -0.01% | — | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | +0.01% | — | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.77% | -0.03% | +10.32% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.74% | — | +0.40% | |
| 28 | SNAP | Snap Inc - A | Stock-Comm Services | 0.67% | -0.04% | -5.54% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | +0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.02% | +8.30% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.05% | +354.52% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.60% | +0.01% | -5.94% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.18% | +47.60% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.04% | +0.67% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.07% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.11% | +7.74% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.04% | +1.30% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | — | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.39% | -0.01% | — | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.35% | +0.01% | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.02% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.33% | -0.03% | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | — | -1.00% | |
| 44 | EA | Electronic Arts Inc | Stock-Comm Services | 0.30% | -0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.01% | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.28% | -0.01% | +88.94% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.02% | -1.09% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.24% | -0.02% | +33.23% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.24% | +0.01% | +77.25% | |
| 50 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.23% | — | — |
According to official SEC Form 13F filings, WealthCollab, LLC reported a total U.S. public equity portfolio value of $276.1M across 874 disclosed positions in Q4 2024.
During Q4 2024, WealthCollab, LLC's top holdings by market value included VTI (9.1%)、VXUS (8.0%)、AVUV (6.6%). The largest single position, VTI, represented 9.1% of total portfolio value.
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In Q4 2024, WealthCollab, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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