CIK 1896419
Collaborative Wealth Managment Inc.
Institutional 13F holdings & portfolio
Holdings
239
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 111K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 192K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 244K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 175K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 93K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 35K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 98K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 321K | $1M+ | SH |
| AAPL | APPLE INC | 28K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 121K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 90K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 227K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 197K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 193K | $1M+ | SH |
| USFR | WISDOMTREE TR | 78K | $1M+ | SH |
| ONEY | SPDR SERIES TRUST | 32K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 193K | $1M+ | SH |
| STIP | ISHARES TR | 33K | $1M+ | SH |
| MUB | ISHARES TR | 30K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 165K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 31K | $1M+ | SH |
| HYBL | SSGA ACTIVE TR | 111K | $1M+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 33K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 32K | $1M+ | SH |
| QHY | WISDOMTREE TR | 57K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 56K | $1M+ | SH |
| DNL | WISDOMTREE TR | 58K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SPLB | SPDR SERIES TRUST | 106K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 48K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 90K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 45K | $1M+ | SH |
| BMAY | INNOVATOR ETFS TRUST | 41K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 59K | $1M+ | SH |
| EMCB | WISDOMTREE TR | 24K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 35K | $1M+ | SH |
| EZU | ISHARES INC | 23K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 37K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 28K | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 10K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 28K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 28K | $1M+ | SH |