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Asset Manager ← All Institutions

WealthCollab, LLC

Q2 2025 · Filed 2025-08-15
Market Value
$178M
+10.3%
Holdings
991
+48
New Purchases
106
Added To
176
Closed
75
Reduced
126
Top 10 Concentration
50.8%
Turnover
18.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFSV 1.74% 0.00% +1.74% $3M
SSRM 6.58% 5.52% +1.07% $12M
ITOT 1.54% 0.60% +0.94% $3M
IXUS 6.17% 5.31% +0.87% $11M
MSFT 1.86% 1.49% +0.36% $3M
AVDV 4.01% 3.87% +0.15% $7M
NVDA 0.53% 0.40% +0.12% $938K
CLS 0.24% 0.14% +0.10% $425K
VEU 0.84% 0.76% +0.08% $1M
AVEM 1.87% 1.80% +0.07% $3M
META 0.60% 0.54% +0.06% $1M
AMZN 1.90% 1.85% +0.06% $3M
DFEM 0.04% 0.00% +0.04% $77K
GOOGL 0.17% 0.14% +0.04% $308K
NUTX 0.06% 0.02% +0.03% $105K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVUV 4.47% 6.25% -1.78% $8M
VXUS 7.68% 8.39% -0.71% $14M
VTI 8.33% 8.86% -0.52% $15M
VTEB 2.48% 2.85% -0.37% $4M
SCHH 3.04% 3.40% -0.36% $5M
BND 3.57% 3.85% -0.28% $6M
AAPL 1.44% 1.71% -0.27% $3M
BIV 2.69% 2.88% -0.19% $5M
VNQ 3.05% 3.21% -0.16% $5M
GOOG 0.33% 0.48% -0.15% $579K
TIP 1.22% 1.36% -0.14% $2M
SCHP 1.66% 1.74% -0.08% $3M
MINT 0.46% 0.54% -0.08% $824K
SGOV 0.41% 0.48% -0.07% $731K
BRK-B 0.43% 0.50% -0.07% $770K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $56M 31.4%
Large Cap 429 $90M 50.7%
Mid Cap 279 $29M 16.1%
Small Cap 179 $3M 1.5%
Micro Cap 35 $571K 0.3%

Portfolio Analytics

Avg Market Cap
$84.9B
Median Market Cap
$10.3B
Avg P/E
29.6
Median P/E
19.1
Avg Dividend Yield
0.04%
Avg Beta
0.97
# Stocks
879
# ETFs / Funds
112

Top Holdings (991 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 8.33% 48,761 $15M $303.93 $545K -3,179 -6.1%
2 VXUS 7.68% 197,740 $14M $69.09 $138K -20,031 -9.2%
3 SSRM 6.58% 917,075 $12M $12.77 $3M +29,938 +3.4%
4 IXUS 6.17% 141,952 $11M $77.31 $2M +19,459 +15.9%
5 AVUV 4.47% 87,214 $8M $91.10 -$2M -28,406 -24.6%
6 AVDV 4.01% 90,044 $7M $79.28 $902K +610 +0.7%
7 MUB 3.84% 65,430 $7M $104.48 $634K +6,607 +11.2%
8 BND 3.57% 86,301 $6M $73.63 $142K +1,716 +2.0%
9 VNQ 3.05% 60,795 $5M $89.06 $242K +3,671 +6.4%
10 SCHH 3.04% 255,607 $5M $21.16 -$74K +696 +0.3%
11 BIV 2.69% 61,810 $5M $77.34 $136K +1,153 +1.9%
12 VTEB 2.48% 89,877 $4M $49.03 -$191K -2,785 -3.0%
13 SCHB 2.04% 152,194 $4M $23.83 $283K -3,096 -2.0%
14 AMZN 1.90% 15,438 $3M $219.39 $411K -202 -1.3%
15 AVEM 1.87% 48,623 $3M $68.54 $431K +400 +0.8%
16 MSFT 1.86% 6,635 $3M $497.43 $893K +221 +3.5%
17 DFSV 1.74% 104,840 $3M $29.43 +104,840 NEW
18 SCHP 1.66% 110,387 $3M $26.68 $144K +6,231 +6.0%
19 ITOT 1.54% 20,315 $3M $135.04 $2M +12,390 +156.3%
20 DFAC 1.45% 71,866 $3M $35.84 $205K
21 AAPL 1.44% 12,461 $3M $205.17 -$204K +32 +0.3%
22 CMF 1.23% 39,113 $2M $55.74 $185K +3,664 +10.3%
23 TIP 1.22% 19,691 $2M $110.04 -$26K -45 -0.2%
24 VOO 1.18% 3,698 $2M $568.08 $98K -198 -5.1%
25 ESGV 1.09% 17,715 $2M $109.64 $207K +1 +0.0%
26 VEU 0.84% 22,094 $1M $67.22 $266K +1,998 +9.9%
27 ESGD 0.79% 15,817 $1M $89.22 $119K
28 VV 0.72% 4,508 $1M $285.30 $127K
29 DFAT 0.70% 22,975 $1M $53.96 $65K +156 +0.7%
30 VSGX 0.61% 16,539 $1M $65.50 $108K
31 META 0.60% 1,436 $1M $738.09 $197K -62 -4.1%
32 NVDA 0.53% 5,938 $938K $157.99 $286K -78 -1.3%
33 SNAP 0.52% 105,661 $918K $8.69 $24K +2,998 +2.9%
34 SPY 0.50% 1,435 $887K $617.85 $84K
35 MINT 0.46% 8,194 $824K $100.54 -$44K -433 -5.0%
36 BRK-B 0.43% 1,585 $770K $485.77 -$42K +60 +3.9%
37 SGOV 0.41% 7,261 $731K $100.69 -$46K -461 -6.0%
38 USRT 0.37% 11,663 $660K $56.56 $15K +464 +4.1%
39 CRM 0.36% 2,377 $648K $272.69 $19K +31 +1.3%
40 ESGU 0.33% 4,311 $583K $135.30 $58K
41 GOOG 0.33% 3,264 $579K $177.40 -$190K -1,658 -33.7%
42 VCIT 0.30% 6,366 $528K $82.92 $7K
43 VCSH 0.30% 6,638 $528K $79.50 $4K
44 VWO 0.30% 10,642 $526K $49.46 $45K
45 COST 0.28% 496 $491K $989.94 $22K
46 CLS 0.24% 2,722 $425K $156.11 $204K -81 -2.9%
47 SCHZ 0.24% 18,047 $419K $23.24 $1K
48 AGG 0.23% 4,082 $405K $99.20 $1K
49 EA 0.22% 2,482 $396K $159.70 $43K +39 +1.6%
50 CAOS 0.21% 4,182 $372K $88.84 $4K
51 UBER 0.18% 3,413 $318K $93.30 $70K
52 BA 0.17% 1,473 $309K $209.50 $57K
53 GOOGL 0.17% 1,745 $308K $176.23 $87K +317 +22.2%
54 JPM 0.16% 986 $286K $289.91 $44K
55 ADBE 0.15% 709 $274K $386.88 -$41K -112 -13.6%
56 IVOV 0.15% 2,808 $268K $95.46 $10K
57 HD 0.15% 730 $268K $366.64 $11K +29 +4.1%
58 WMT 0.15% 2,702 $264K $97.78 $24K -35 -1.3%
59 BOXX 0.14% 2,258 $254K $112.68 $3K
60 IWB 0.14% 730 $248K $339.57 $24K
61 OEF 0.13% 787 $240K $304.35 $26K
62 VEA 0.13% 4,178 $238K $57.01 $14K -231 -5.2%
63 SCHD 0.13% 8,557 $227K $26.50 -$12K +10 +0.1%
64 NOW 0.12% 209 $215K $1,028.08 $48K
65 TSM 0.12% 938 $212K $226.49 $61K +23 +2.5%
66 AXP 0.11% 638 $204K $318.98 $32K
67 IWF 0.11% 462 $196K $424.58 $29K
68 AVGO 0.11% 708 $195K $275.65 $68K -53 -7.0%
69 NFLX 0.11% 140 $187K $1,339.14 $57K
70 IAU 0.11% 3,000 $187K $62.36 $10K
71 FINV 0.10% 18,708 $177K $9.48 -$3K
72 IWD 0.09% 863 $168K $194.20 $5K
73 VBR 0.09% 820 $160K $195.01 $7K
74 EFA 0.09% 1,744 $156K $89.39 $13K
75 XOM 0.09% 1,425 $154K $107.80 -$22K -50 -3.4%
76 IJH 0.08% 2,420 $150K $62.02 $9K
77 CSCO 0.08% 2,141 $149K $69.38 $16K
78 AVSE 0.08% 2,493 $146K $58.63 $18K
79 TSLA 0.08% 454 $144K $317.66 $29K +8 +1.8%
80 JNJ 0.08% 924 $141K $152.75 $2K +83 +9.9%
81 G 0.08% 3,167 $139K $44.01 $6K +519 +19.6%
82 CVX 0.08% 959 $137K $143.19 -$15K +50 +5.5%
83 ICLN 0.08% 10,174 $133K $13.11 $17K
84 MCD 0.07% 450 $131K $292.17 -$9K
85 SKM 0.07% 5,605 $131K $23.35 $9K -146 -2.5%
86 VB 0.07% 546 $129K $236.98 $8K
87 BABA 0.07% 1,118 $127K $113.41 -$21K
88 DFUS 0.07% 1,860 $125K $67.02 $12K
89 V 0.07% 341 $121K $355.05 $3K +3 +0.9%
90 XLK 0.07% 462 $117K $253.37 $22K
91 KT 0.06% 5,519 $115K $20.78 $17K
92 INTC 0.06% 5,058 $113K $22.40 -$2K
93 AMAT 0.06% 609 $111K $183.07 $42K +132 +27.7%
94 TMO 0.06% 272 $110K $405.46 -$25K
95 NUTX 0.06% 845 $105K $124.49 $65K
96 IYR 0.06% 1,108 $105K $94.77 -$1K
97 XLP 0.06% 1,291 $105K $80.96 -$904
98 ABT 0.06% 768 $104K $136.01 $3K
99 ASML 0.06% 129 $103K $801.40 $23K +8 +6.6%
100 DIS 0.06% 832 $103K $124.01 $21K

Options Breakdown

1 Calls $823K Call Value 1 Puts $149K Put Value 0.18 P/C Ratio

Top Calls

SymbolSharesValueStatus
AMD 5,800 $823K

Top Puts

SymbolSharesValueStatus
MSFT 300 $149K NEW

New Positions

SymbolValue% Port
DFSV $3M 1.74%
DFEM $77K 0.04%
B $61K 0.03%
IDXX $30K 0.02%
LEA $28K 0.02%
NMFC $19K 0.01%
TROW $17K 0.01%
BXSL $15K 0.01%
TTAN $14K 0.01%
VC $13K 0.01%
SBR $13K 0.01%
MRVL $13K 0.01%
PINS $13K 0.01%
IMXI $13K 0.01%
NXPI $12K 0.01%

Sold Out Positions

SymbolValue% Port
GNK —%
VLRS —%
OEC —%
BMY —%
NUS —%
D —%
GDOT —%
TREX —%
FMC —%
WST —%
BCSF —%
LXFR —%
AES —%
EIX —%
AAT —%
View SEC EDGAR Filings for WealthCollab, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms