Wealth Collab, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 933 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $11.8B, Vanguard Total Stock Market Et with a value of $11B, American Centy ETF Tr Avantis with a value of $8.94B, Ishares Tr with a value of $7.32B, and Vanguard Bd Index Fd Inc Total with a value of $5.59B.
Examining the 13F form we can see an increase of $7.38B in the current position value, from $128B to 136B.
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
$136 Billion
ETFs: $104 Billion
Technology: $9.39 Billion
Consumer Cyclical: $5.48 Billion
Basic Materials: $4.48 Billion
Communication Services: $3.39 Billion
Financial Services: $2.63 Billion
Healthcare: $1.83 Billion
Industrials: $1.46 Billion
Other: $2.62 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions