Wealth Collab, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 956 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $14.3B, Vanguard Star Fd Vanguard Tota with a value of $12.6B, American Centy ETF Tr Avantis with a value of $10.4B, Ishares Tr with a value of $7.97B, and Vanguard Bd Index Fd Inc Total with a value of $5.96B.
Examining the 13F form we can see an increase of $3.88B in the current position value, from $153B to 157B.
Wealth Collab, LLC is based out at Bellevue, WA
Below you can find more details about Wealth Collab, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$157 Billion
ETFs: $118 Billion
Technology: $12 Billion
Basic Materials: $6.5 Billion
Consumer Cyclical: $5.58 Billion
Communication Services: $4.97 Billion
Financial Services: $3.19 Billion
Healthcare: $1.68 Billion
Consumer Defensive: $1.4 Billion
Other: $2.62 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
