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 151–200 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 4K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 10K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| WTPI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| RSPR | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| V | VISA INC | 845 | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 506 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 988 | $100K–$500K | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 3K | $100K–$500K | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 17K | $100K–$500K | SH |
| IWF | ISHARES TR | 611 | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| QYLG | GLOBAL X FDS | 11K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 232 | $100K–$500K | SH |
| SPIP | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| PJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 762 | $100K–$500K | SH |
| PBUS | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| CAIE | CALAMOS ETF TR | 10K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| ARKW | ARK ETF TR | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 326 | $100K–$500K | SH |
| XAGG | MORGAN STANLEY ETF TRUST | 5K | $100K–$500K | SH |
| RAAX | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| GOVT | ISHARES TR | 11K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 534 | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |