WealthCollab, LLC
Q1 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
914
- Value ($000)
$161,978
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002017870
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.28 M | 9 % | 51,940 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $13.52 M | 8 % | 217,771 | ||
A AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $10.08 M | 6 % | 115,620 | ||
S SSR MINING IN | COM | 784730103 | $8.89 M | 6 % | 887,137 | ||
I ISHARES TR | CORE MSCI TOTAL | 46432F834 | $8.55 M | 5 % | 122,493 | ||
A AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $6.24 M | 4 % | 89,434 | ||
B VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.21 M | 4 % | 84,585 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.20 M | 4 % | 58,823 | ||
S SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $5.48 M | 3 % | 254,911 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.17 M | 3 % | 57,124 |
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