WealthCollab, LLC

Q3 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    974

  • Value ($000)

    $217,945

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0002017870
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SSRM
SSRM

SSR MINING IN

COM
$22.39 M
10 %

917,175

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$19.34 M
9 %

58,941

---

VANGUARD STAR FDS

VG TL INTL STK F
$15.69 M
7 %

213,569

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
$11.72 M
5 %

141,952

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$9.39 M
4 %

94,320

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
$8.84 M
4 %

83,014

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$8.13 M
4 %

91,327

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$7.10 M
3 %

95,522

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$6.29 M
3 %

68,841

SCHH
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
$5.57 M
3 %

258,304

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