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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $244M AUM 1,112 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New 194 Added 111 Reduced 94 Exited
Page 47 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 KD KYNDRYL HLDGS INC Technology 60.0 $2K 0.00% $26.57 -55.4%
922 SONY SONY GROUP CORP Technology 62.0 $2K 0.00% $25.61 -9.6%
923 COIN COINBASE GLOBAL INC Financial Services 7.0 $2K 0.00% $226.14 -16.9%
924 UA UNDER ARMOUR INC Consumer Cyclical 319.0 $2K 0.00% $4.80 +0.8%
925 PNW PINNACLE WEST CAP CORP Utilities 17.0 $2K 0.00% $88.71 +13.2%
926 PAYX PAYCHEX INC Industrials 13.0 $1K 0.00% $112.23 -15.4%
927 VAW VANGUARD WORLD FD 7.0 $1K 0.00% NEW $207.57 +6.7%
928 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 67.0 $1K 0.00% $21.24 +20.9%
929 ONTO ONTO INNOVATION INC Technology 9.0 $1K 0.00% $157.89 +55.5%
930 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 138.0 $1K 0.00% $10.25 +21.9%
931 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 164.0 $1K 0.00% $8.41 -5.8%
932 EVER EVERQUOTE INC Communication Services 51.0 $1K 0.00% $27.00 -31.1%
933 CXT CRANE NXT CO Industrials 29.0 $1K 0.00% $47.10 -21.0%
934 SEQUANS COMMUNICATIONS S A 302.0 $1K 0.00% NEW $4.49
935 KBH KB HOME Consumer Cyclical 24.0 $1K 0.00% $56.42 -21.6%
936 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 330.0 $1K 0.00% $4.10 -3.9%
937 FISV FISERV INC Technology 20.0 $1K 0.00% -67.0 -77.0% $67.20 -16.1%
938 EXPD EXPEDITORS INTL WASH INC Industrials 9.0 $1K 0.00% $149.11 +3.7%
939 IDT IDT CORP Communication Services 26.0 $1K 0.00% NEW $51.23 +3.1%
940 FUTY FIDELITY COVINGTON TRUST 24.0 $1K 0.00% NEW $55.25 +2.5%
Page 47 of 52  ·  1,022 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 32.3%
Technology 21.7%
Consumer Cyclical 11.0%
Communication Services 10.6%
Consumer Defensive 9.4%
Financial Services 6.4%
Healthcare 3.2%
Industrials 3.1%
Energy 1.1%
Utilities 0.7%