Wealth Collab, LLC Purchases in Q4 2025

Wealth Collab, LLC

  • $244 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
6.02K
+ 1208.03%
$910.94 - $954.99 $5.48M - $5.75M
6.51K $5.62B
GOOG
Alphabet Inc.

Communication Services
8.93K
+ 293.72%
$237.49 - $291.74 $2.12M - $2.6M
12K $3.76B
VTI
Vanguard Total Stock Market Et

ETFs
4.05K
+ 6.87%
$321.8 - $337.95 $1.3M - $1.37M
63K $21.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
24K
+ 25.13%
$74.09 - $75.1 $1.78M - $1.8M
120K $8.85B
ABNB
Airbnb, Inc.

Consumer Cyclical
10.6K
+ 3319.75%
$117.6 - $129.07 $1.25M - $1.37M
10.9K $1.48B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.5K
+ 6.32%
$72.17 - $75.74 $974K - $1.02M
227K $17.1B
MUB
Ishares National Muni Bond ETF

ETFs
10.4K
+ 12.51%
$106.36 - $107.61 $1.1M - $1.12M
93.4K $10B
MSFT
Microsoft Corp

Technology
2.81K
+ 42.29%
$496.82 - $542.07 $1.39M - $1.52M
9.44K $4.57B
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
+ 21.11%
$213.04 - $254.0 $714K - $851K
19.2K $4.44B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.5K
+ 16.48%
$77.73 - $78.84 $813K - $825K
73.9K $5.76B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$712170.0 - $770185.0 $712K - $770K
1 $755M
Ea Series Trust
5.56K
+ 132.86%
N/A
9.74K $874M
VTV
Vanguard Value ETF

ETFs
2.45K
+ 897.07%
$182.87 - $189.72 $448K - $465K
2.72K $520M
AVDV
American Centy ETF Tr Avantis

ETFs
136
+ 0.15%
$87.37 - $90.92 $11.9K - $12.4K
91.5K $8.59B
VNQ
Vanguard Specialized Funds Van

ETFs
6.9K
+ 10.02%
$88.13 - $92.69 $608K - $640K
75.7K $6.7B
FNDX
Schwab Fundamental U S Large C

ETFs
14.4K
New
$25.68 - $26.95 $369K - $387K
14.4K $391M
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.8K
+ 12.78%
$26.75 - $27.15 $422K - $429K
139K $3.69B
AVEM
American Centy ETF Tr Avantis

ETFs
3.32K
+ 6.59%
$73.09 - $78.36 $243K - $260K
53.7K $4.14B
IXUS
Ishares Tr

ETFs
301
+ 0.21%
$81.21 - $85.27 $24.4K - $25.7K
142K $12B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.86K
+ 6.52%
$49.98 - $50.59 $293K - $297K
95.7K $4.81B
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 1054.53%
$25.85 - $27.19 $283K - $298K
12K $322M
FNDF
Schwab Fundamental Intl Large

ETFs
5.4K
+ 708.79%
$42.35 - $45.18 $229K - $244K
6.16K $279M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.53K
+ 286.79%
$23.02 - $24.23 $219K - $231K
12.8K $309M
FNDA
Schwab Fundamental U S Small C

ETFs
6.94K
+ 1585.16%
$29.85 - $31.55 $207K - $219K
7.38K $233M
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.17K
+ 7960.0%
$34.78 - $37.69 $180K - $195K
5.24K $189M
ADBE
Adobe Inc.

Technology
512
+ 75.07%
$325.07 - $359.91 $166K - $184K
1.19K $418M
CMF
Ishares California Muni Bond E

ETFs
2.23K
+ 5.34%
$56.96 - $57.62 $127K - $128K
44K $2.53B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.06K
New
$27.17 - $28.65 $137K - $145K
5.06K $144M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 1.02%
$600.51 - $631.95 $41.4K - $43.6K
6.86K $4.3B
SSRM
Ssr Mining Inc.

Basic Materials
110K
+ 12.02%
$19.48 - $25.8 $2.15M - $2.85M
1.03M $22.5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.14K
+ 147.56%
$32.35 - $34.37 $134K - $142K
6.95K $228M
VEA
Vanguard Ftse Developed Market

ETFs
1.89K
+ 45.28%
$59.18 - $62.09 $112K - $117K
6.07K $379M
VV
Vanguard Large Cap ETF

ETFs
236
+ 5.27%
$301.9 - $317.98 $71.2K - $75K
4.71K $1.48B
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.13K
New
$44.43 - $46.12 $94.5K - $98.1K
2.13K $96.8M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.02K
New
$22.89 - $23.27 $92.1K - $93.6K
4.02K $92.4M
IAU
Ishares Gold Trust

ETFs
368
+ 5.32%
$72.65 - $82.5 $26.7K - $30.4K
7.28K $591M
VEU
Vanguard Ftse All World Ex Us

ETFs
526
+ 2.36%
$70.2 - $73.89 $36.9K - $38.9K
22.8K $1.68B
FNDC
Schwab Fundamental Intl Small

ETFs
1.96K
New
$43.41 - $45.12 $84.9K - $88.3K
1.96K $87.1M
Schwab Strategic Tr
3.24K
New
N/A
3.24K $83.1M
DFIV
Dimensional ETF Tr

ETFs
926
+ 9.52%
$45.13 - $48.25 $41.8K - $44.7K
10.7K $532M
CRM
Salesforce, Inc.

Technology
24
+ 0.92%
$235.69 - $263.41 $5.66K - $6.32K
2.64K $698M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.16K
New
$25.03 - $25.34 $79K - $79.9K
3.16K $79.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.51K
+ 14.18%
$52.54 - $55.77 $79.3K - $84.2K
12.2K $653M
XLF
Financial Sector Spdr

ETFs
1.35K
New
$51.76 - $53.77 $69.9K - $72.6K
1.35K $73.9M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.71K
New
N/A
2.71K $70M
CLX
Clorox CO

Consumer Defensive
700
+ 700.0%
$103.68 - $123.19 $72.6K - $86.2K
800 $80.7M
CMCSA
Comcast Corp

Communication Services
1.97K
+ 387.62%
$26.98 - $31.09 $53.2K - $61.3K
2.48K $74.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.62K
+ 162.1%
$31.41 - $33.69 $50.9K - $54.6K
2.62K $85.5M
SNAP
Snap Inc

Communication Services
1.37K
+ 1.2%
$7.3 - $9.09 $9.99K - $12.4K
115K $931M
Activity Summary
Buys All Purchases 342 New Holdings 142 Increased Positions 200 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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