Collaborative Wealth Managment Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $641.3K | 0.2% |
| Broadcom Inc. | $653.5K | 0.2% |
| SHELL PLC | $669.0K | 0.2% |
| SELECT SECTOR SPDR TR | $683.2K | 0.2% |
| VANGUARD WORLD FD | $691.2K | 0.2% |
| INVESCO ACTIVELY MANAGED EXC | $696.8K | 0.2% |
| SPDR SERIES TRUST | $710.4K | 0.3% |
| United Parcel Service Inc | $713.2K | 0.3% |
| SELECT SECTOR SPDR TR | $714.2K | 0.3% |
| ISHARES TR | $764.0K | 0.3% |
| Walmart Inc. | $796.4K | 0.3% |
| WISDOMTREE TR | $797.8K | 0.3% |
| JPMORGAN CHASE & CO | $810.4K | 0.3% |
| VANGUARD INDEX FDS | $825.0K | 0.3% |
| INNOVATOR ETFS TRUST | $828.7K | 0.3% |
| ELI LILLY & Co | $835.0K | 0.3% |
| Warren E. Buffett | $851.5K | 0.3% |
| VANGUARD WORLD FD | $876.6K | 0.3% |
| Meta Platforms Inc | $893.2K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $934.8K | 0.3% |
| ISHARES TR | $945.8K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $950.3K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $950.5K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $971.9K | 0.3% |
| FRANKLIN TEMPLETON ETF TR | $973.6K | 0.3% |
| WISDOMTREE TR | $987.0K | 0.3% |
| GLOBAL X FDS | $1.00M | 0.4% |
| HOME DEPOT, INC. | $1.02M | 0.4% |
| GLOBAL X FDS | $1.08M | 0.4% |
| SPDR SERIES TRUST | $1.09M | 0.4% |
| Amazon.com Inc | $1.11M | 0.4% |
| VANGUARD INDEX FDS | $1.11M | 0.4% |
| ISHARES TR | $1.13M | 0.4% |
| SCHWAB STRATEGIC TR | $1.13M | 0.4% |
| SPDR S&P 500 ETF TR | $1.13M | 0.4% |
| VANGUARD INDEX FDS | $1.16M | 0.4% |
| SPDR INDEX SHS FDS | $1.17M | 0.4% |
| WISDOMTREE TR | $1.19M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.25M | 0.4% |
| SELECT SECTOR SPDR TR | $1.27M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $1.35M | 0.5% |
| VANGUARD WHITEHALL FDS | $1.37M | 0.5% |
| ISHARES TR | $1.37M | 0.5% |
| INNOVATOR ETFS TRUST | $1.38M | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $1.42M | 0.5% |
| ISHARES INC | $1.48M | 0.5% |
| SELECT SECTOR SPDR TR | $1.50M | 0.5% |
| INVESCO QQQ TR | $1.52M | 0.5% |
| Tesla Inc | $1.60M | 0.6% |
| WISDOMTREE TR | $1.62M | 0.6% |