Institutions / Collaborative Wealth Managment Inc.
Collaborative Wealth Managment Inc.
CIK 1896419 · Institution · as of Dec 31, 2025
Portfolio value
$283.73M
Positions
239
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 239 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $11.88M | 4.2% |
| SPDR Series Trust | $10.92M | 3.8% |
| SPDR Index Shs Fds | $10.83M | 3.8% |
| SPDR Series Trust | $10.12M | 3.6% |
| American Centy ETF Tr | $9.46M | 3.3% |
| Invesco Exch Traded Fd Tr II | $8.91M | 3.1% |
| SPDR Series Trust | $8.07M | 2.8% |
| SPDR Series Trust | $8.00M | 2.8% |
| Apple Inc. | $7.67M | 2.7% |
| J P Morgan Exchange Traded F | $7.63M | 2.7% |
| American Centy ETF Tr | $6.95M | 2.5% |
| First Tr Exchng Traded Fd VI | $5.71M | 2.0% |
| VanEck ETF Trust | $5.09M | 1.8% |
| SPDR Series Trust | $4.32M | 1.5% |
| WisdomTree Tr | $3.90M | 1.4% |
| SPDR Series Trust | $3.67M | 1.3% |
| Mcdonald'S Corp | $3.66M | 1.3% |
| Global X Fds | $3.64M | 1.3% |
| iShares MSCI UAE ETF | $3.36M | 1.2% |
| iShares Tr | $3.25M | 1.1% |
| First Tr Exch Traded Fd III | $3.21M | 1.1% |
| VanEck ETF Trust | $3.19M | 1.1% |
| Ssga Active Tr | $3.14M | 1.1% |
| American Centy ETF Tr | $2.83M | 1.0% |
| World Gold Tr | $2.77M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.