Collaborative Wealth Managment Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $384.8K | 0.1% |
| Alphabet Inc. | $386.1K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $387.3K | 0.1% |
| BANK OF AMERICA CORP /DE | $393.5K | 0.1% |
| VANGUARD INDEX FDS | $394.4K | 0.1% |
| VANECK ETF TRUST | $399.0K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $401.7K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $402.7K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $409.2K | 0.1% |
| WISDOMTREE TR | $413.9K | 0.1% |
| SSGA ACTIVE ETF TR | $418.6K | 0.1% |
| INNOVATOR ETFS TRUST | $419.1K | 0.1% |
| NEXTERA ENERGY INC | $419.5K | 0.1% |
| INNOVATOR ETFS TRUST | $431.2K | 0.2% |
| CISCO SYSTEMS, INC. | $435.5K | 0.2% |
| SCHWAB STRATEGIC TR | $436.0K | 0.2% |
| ISHARES TR | $446.1K | 0.2% |
| INNOVATOR ETFS TRUST | $455.9K | 0.2% |
| ISHARES INC | $455.9K | 0.2% |
| CHEVRON CORP | $457.9K | 0.2% |
| AT&T INC. | $461.5K | 0.2% |
| PFIZER INC | $465.0K | 0.2% |
| Mastercard Inc | $465.3K | 0.2% |
| ISHARES TR | $468.0K | 0.2% |
| iShares MSCI UAE ETF | $473.1K | 0.2% |
| SPDR SERIES TRUST | $476.4K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $484.6K | 0.2% |
| SIREN ETF TR | $486.4K | 0.2% |
| ABRDN PRECIOUS METALS BASKET | $490.4K | 0.2% |
| INNOVATOR ETFS TRUST | $495.3K | 0.2% |
| SPDR GOLD TR | $506.1K | 0.2% |
| EA SERIES TRUST | $506.7K | 0.2% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $511.2K | 0.2% |
| INNOVATOR ETFS TRUST | $512.1K | 0.2% |
| VANGUARD WHITEHALL FDS | $521.3K | 0.2% |
| SELECT SECTOR SPDR TR | $527.8K | 0.2% |
| VANGUARD WORLD FD | $529.0K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $530.9K | 0.2% |
| WisdomTree Trust | $533.5K | 0.2% |
| COLUMBIA ETF TR I | $562.9K | 0.2% |
| VANGUARD INDEX FDS | $566.4K | 0.2% |
| AFLAC INC | $590.8K | 0.2% |
| CLEVELAND-CLIFFS INC. | $596.3K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $596.7K | 0.2% |
| VANGUARD BD INDEX FDS | $598.8K | 0.2% |
| FIRST TR EXCHNG TRADED FD VI | $609.4K | 0.2% |
| SELECT SECTOR SPDR TR | $611.4K | 0.2% |
| VANGUARD INDEX FDS | $614.2K | 0.2% |
| SELECT SECTOR SPDR TR | $633.0K | 0.2% |
| EXXON MOBIL CORP | $639.9K | 0.2% |