Wealth Collab, LLC Portfolio Holdings

Wealth Collab, LLC

  • $179 Billion
  • Q2 2025

Wealth Collab, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 1029 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $14.8B, Vanguard Star Fd Vanguard Tota with a value of $13.7B, Ssr Mining Inc. with a value of $11.7B, Ishares Tr with a value of $11B, and American Centy ETF Tr Avantis with a value of $7.95B.

Examining the 13F form we can see an increase of $17B in the current position value, from $162B to 179B.

Wealth Collab, LLC is based out at Bellevue, WA

Below you can find more details about Wealth Collab, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $133 Billion
Technology: $12.5 Billion
Basic Materials: $12.2 Billion
Consumer Cyclical: $5.31 Billion
Communication Services: $4.42 Billion
Financial Services: $3.82 Billion
Healthcare: $1.82 Billion
Consumer Defensive: $1.54 Billion
Other: $2.79 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.7B
$4.46 Million 0.0% of portfolio
677
Q2 2025 Added 203.59%
$435M
$2.49 Million 0.0% of portfolio
156
Q2 2025 New
$4.7B
$1.96 Million 0.0% of portfolio
16
Q2 2025 New
$543M
$1.3 Million 0.0% of portfolio
113
Q1 2025 New
$1.32B
$3.13 Million 0.0% of portfolio
224
Q2 2024 New
$30.2B
$4.6 Million 0.0% of portfolio
79
Q2 2025 Reduced 28.83%
$4.46B
$2.67 Million 0.0% of portfolio
36
Q2 2025 Reduced 33.33%
$472M
$7.31 Million 0.0% of portfolio
1,317
Q2 2025 Added 37.62%
$223M
$1.65 Million 0.0% of portfolio
1,700
Q1 2025 New
$9.04B
$4.39 Million 0.0% of portfolio
26
Q1 2025 Reduced 13.33%
$145B
$2.14 Million 0.0% of portfolio
6
Q4 2023 New
$1.66B
$2.68 Million 0.0% of portfolio
25
Q1 2025 Added 47.06%
$95.8B
$3.81 Million 0.0% of portfolio
84
Q1 2025 New
$2.16B
$141,000 0.0% of portfolio
12
Q1 2024 New
$78.6B
$4.27 Million 0.0% of portfolio
32
Q1 2024 Reduced 52.24%
$10.8B
$2.05 Million 0.0% of portfolio
36
Q2 2025 New
$4.15B
$4.58 Million 0.0% of portfolio
225
Q1 2025 New
$12.3B
$5.03 Million 0.0% of portfolio
40
Q2 2025 New
$4.58B
$5.42 Million 0.0% of portfolio
121
Q2 2025 New
$1.02B
$348,000 0.0% of portfolio
20
Q3 2024 New
$2.64B
$5.04 Million 0.0% of portfolio
415
Q4 2023 New
$309M
$1.95 Million 0.0% of portfolio
33
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,029
  • Current Value $179 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 113 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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