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 101–150 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DLN | WISDOMTREE TR | 6K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 9K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 16K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| KJAN | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 2K | $100K–$500K | SH |
| LEAD | SIREN ETF TR | 6K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 20K | $100K–$500K | SH |
| IDEV | ISHARES TR | 6K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 815 | $100K–$500K | SH |
| PFE | PFIZER INC | 19K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 7K | $100K–$500K | SH |
| ZJUL | INNOVATOR ETFS TRUST | 16K | $100K–$500K | SH |
| DGRO | ISHARES TR | 6K | $100K–$500K | SH |
| SCHY | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| NAPR | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| NJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 10K | $100K–$500K | SH |
| DGRS | WISDOMTREE TR | 8K | $100K–$500K | SH |
| KNGZ | FIRST TR EXCHANGE TRADED FD | 11K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 16K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 30K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 444 | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| SUB | ISHARES TR | 4K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 9K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| QQQH | NEOS ETF TRUST | 7K | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |