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CIK: 0002017870
Total reported value
$276.1M
$276.1M
913 檔
20.0%
During the Q1 2025 filing period, WealthCollab, LLC (CIK: 0002017870) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.1M across 913 reported positions.
During Q1 2025, WealthCollab, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 913 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.81% | +0.33% | +5.49% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.35% | -0.15% | +2.06% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.22% | — | +7.53% | |
| 4 | SSRM | Ssr Mining Inc | Stock-Materials | 5.49% | -0.63% | +4.07% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 5.28% | -0.16% | +1.68% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.85% | -0.29% | +2.90% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.84% | -0.39% | +2.04% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.83% | -0.31% | +19.54% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 3.39% | -0.07% | +1.43% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.19% | — | +8.10% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.87% | -0.25% | +2.86% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.84% | -0.06% | +1.31% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.06% | +0.03% | -1.77% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.13% | -9.28% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.79% | +0.12% | +4.48% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.73% | -0.09% | +10.05% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.02% | +0.62% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.07% | +0.34% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.46% | +0.01% | -3.96% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.35% | -0.11% | -0.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.02% | -0.51% | |
| 22 | CMF | Ishares California Muni Bond | ETF-Other | 1.23% | -0.08% | +4.38% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.07% | +0.02% | +2.93% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.80% | -0.03% | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | — | -0.02% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.73% | -0.01% | -2.21% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.72% | +0.01% | — | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.60% | +0.01% | — | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.01% | — | |
| 30 | SNAP | Snap Inc - A | Stock-Comm Services | 0.55% | -0.04% | +5.95% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.54% | -0.04% | +0.65% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.02% | -12.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.48% | +0.01% | +108.65% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.18% | +2.73% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.11% | +3.14% | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.40% | -0.01% | +5.65% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.04% | -0.05% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.05% | -18.20% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.32% | +0.01% | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.32% | -0.02% | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.32% | -0.03% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | — | -2.11% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.01% | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.26% | -0.01% | -7.45% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.02% | — | |
| 48 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.23% | -0.04% | — | |
| 49 | EA | Electronic Arts Inc | Stock-Comm Services | 0.22% | -0.01% | -23.92% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.19% | -0.02% | -3.86% |
According to official SEC Form 13F filings, WealthCollab, LLC reported a total U.S. public equity portfolio value of $276.1M across 913 disclosed positions in Q1 2025.
During Q1 2025, WealthCollab, LLC's top holdings by market value included VTI (8.8%)、VXUS (8.3%)、AVUV (6.2%). The largest single position, VTI, represented 8.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, AVUV) accounted for 20.0% of total reported equity market value during Q1 2025.
In Q1 2025, 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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