Collaborative Wealth Managment Inc.: 13F holdings
CIK 18964192026Q2
| Positions | 167 |
|---|---|
| Reported value | $238.4m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INNOVATOR ETFS TRUST | 399,153 | $21.0m | 8.8% |
| STIP ISHARES TR | 147,846 | $15.1m | 6.3% |
| UCON FIRST TR EXCHNG TRADED FD VI | 604,554 | $15.0m | 6.3% |
| EWU SPDR INDEX SHS FDS | 272,830 | $13.7m | 5.8% |
| AVUV AMERICAN CENTY ETF TR | 91,438 | $11.4m | 4.8% |
| SPMD SPDR SERIES TRUST | 164,588 | $11.1m | 4.7% |
| AVEM AMERICAN CENTY ETF TR | 94,555 | $9.1m | 3.8% |
| SPYG SPDR SERIES TRUST | 71,772 | $8.5m | 3.6% |
| SPYV SPDR SERIES TRUST | 120,975 | $7.4m | 3.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 22,831 | $6.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1896419")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.