Collaborative Wealth Managment Inc.
Collaborative Wealth Managment Inc. reported 170 positions worth $238.4M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: BUFF (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BUFF | SH | $21.0M | 8.82% | 399,153 | — | — | |
| ▸ 2 | STIP | SH | $15.1M | 6.33% | 147,846 | — | — | |
| ▸ 3 | UCON | SH | $15.0M | 6.31% | 604,554 | — | — | |
| ▸ 4 | SPDW | SH | $13.7M | 5.77% | 272,830 | — | — | |
| ▸ 5 | AVUV | SH | $11.4M | 4.78% | 91,438 | — | — | |
| ▸ 6 | SPMD | SH | $11.1M | 4.66% | 164,588 | — | — | |
| ▸ 7 | AVEM | SH | $9.1M | 3.83% | 94,555 | — | — | |
| ▸ 8 | SPYG | SH | $8.5M | 3.58% | 71,772 | — | — | |
| ▸ 9 | SPYV | SH | $7.4M | 3.08% | 120,975 | — | — | |
| ▸ 10 | QQQM | SH | $6.9M | 2.90% | 22,831 | — | — |
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Frequently Asked Questions
What stocks does Collaborative Wealth Managment Inc. hold as of Q2 2026?
Collaborative Wealth Managment Inc. reported 170 positions worth $238.4M in its Q2 2026 13F filing. Largest positions: BUFF (8.8%), STIP (6.3%), UCON (6.3%), SPDW (5.8%) and AVUV (4.8%).
What did Collaborative Wealth Managment Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Collaborative Wealth Managment Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.