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 51–100 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| DEM | WISDOMTREE TR | 25K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 25K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| HDV | ISHARES TR | 9K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 32K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 61K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 21K | $1M+ | SH |
| DON | WISDOMTREE TR | 19K | $500K+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 39K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 777 | $500K+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 9K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 15K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 14K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| SHEL | SHELL PLC | 9K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 14K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 45K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| DIAL | COLUMBIA ETF TR I | 31K | $500K+ | SH |