Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WealthCollab, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WealthCollab, LLC (CIK 2017870) reported $276.1M across 969 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SSRM ($32.6M, 11.80%), VTI ($26.2M, 9.49%), VXUS ($20.4M, 7.39%), IXUS ($13.7M, 4.95%), AVUV ($13.1M, 4.74%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SSRMSSR MINING IN$32.6M11.80%1.2MAdded
2VTIVANGUARD INDEX FDS$26.2M9.49%70,785Added
3VXUSVANGUARD STAR FDS$20.4M7.39%238,561Added
4IXUSISHARES TR$13.7M4.95%143,229Hold
5AVUVAMERICAN CENTY ETF TR$13.1M4.74%104,901Added
6MUBISHARES TR$11.2M4.07%104,517Added
7AVDVAMERICAN CENTY ETF TR$9.8M3.55%95,159Added
8BNDVANGUARD BD INDEX FDS$9.2M3.32%124,835Added
9VNQVANGUARD INDEX FDS$8.3M3.00%85,799Added
10BIVVANGUARD BD INDEX FDS$6.7M2.44%87,923Added
11SCHHSCHWAB STRATEGIC TR$6.2M2.25%262,197Added
12VTEBVANGUARD MUN BD FDS$5.3M1.92%104,834Added
13AVEMAMERICAN CENTY ETF TR$5.2M1.90%54,352Added
14VOOVANGUARD INDEX FDS$4.6M1.67%6,726Added
15SCHBSCHWAB STRATEGIC TR$4.4M1.59%151,220Added
16SCHPSCHWAB STRATEGIC TR$4.3M1.57%163,102Added
17AMZNAMAZON COM INC$4.2M1.50%17,419Added
18DFSVDIMENSIONAL ETF TRUST$4.1M1.47%104,840Hold
19AAPLAPPLE INC$3.8M1.39%13,282Added
20ITOTISHARES TR$3.3M1.19%20,076Hold
21DFACDIMENSIONAL ETF TRUST$3.2M1.15%71,464Hold
22CMFISHARES TR$2.8M1.01%48,590Added
23SGOVISHARES TR$2.7M0.96%26,328Added
24MSFTMICROSOFT CORP$2.5M0.90%6,689Added
25ESGVVANGUARD WORLD FD$2.2M0.78%16,380Hold

Source: SEC Form 13F filings · as of 2026-06-30