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 201–239 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 495 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 919 | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| IWR | ISHARES TR | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| IYH | ISHARES TR | 3K | $100K–$500K | SH |
| QEFA | SPDR INDEX SHS FDS | 2K | $100K–$500K | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 3K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| DHY | CREDIT SUISSE HIGH YIELD CRE | 111K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 831 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 666 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 388 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| EPP | ISHARES INC | 4K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 511 | $100K–$500K | SH |
| RWR | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 3K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| F | FORD MTR CO | 16K | $100K–$500K | SH |
| KJUL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 18K | $100K–$500K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 13K | $100K–$500K | SH |
| PCN | PIMCO CORPORATE & INCM STRG | 10K | $100K–$500K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 11K | $100K–$500K | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 15K | $100K–$500K | SH |
| MHF | WESTERN ASSET MUN HIGH INCOM | 15K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 10K | $50K–$100K | SH |
| CIF | MFS INTER HIGH INCOME FD | 28K | $15K–$50K | SH |