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WealthCollab, LLC

hedge fundUpdated 31 days ago

Managed by Wealthcollab, Llc • Latest filing Q2 2026

Portfolio value
$276.1M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
25.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 11 quarters

Show data table
PeriodPortfolio value
Q4 2023$128.2M
Q1 2024$135.5M
Q2 2024$135.5M
Q3 2024$152.8M
Q4 2024$156.7M
Q1 2025$162M
Q2 2025$178.9M
Q3 2025$217.9M
Q4 2025$244.4M
Q1 2026$242.8M
Q2 2026$276.1M

Top holdings

1,060 positions as of Q2 2026

View filing
S

SSR MINING IN

Value
$32.6M
Shares
1.15M
% Port
11.79%
V

VANGUARD INDEX FDS

Value
$26.2M
Shares
70.8K
% Port
9.49%
V

VANGUARD STAR FDS

Value
$20.4M
Shares
238.6K
% Port
7.39%
E

ISHARES TR

Value
$13.7M
Shares
143.2K
% Port
4.95%
?
5.N/A

AMERICAN CENTY ETF TR

Value
$13.1M
Shares
104.9K
% Port
4.74%
E

ISHARES TR

Value
$11.2M
Shares
104.5K
% Port
4.07%
?
7.N/A

AMERICAN CENTY ETF TR

Value
$9.8M
Shares
95.2K
% Port
3.55%
V

VANGUARD BD INDEX FDS

Value
$9.2M
Shares
124.8K
% Port
3.32%
V

VANGUARD INDEX FDS

Value
$8.3M
Shares
85.8K
% Port
3.00%
V
10.VGES

VANGUARD BD INDEX FDS

Value
$6.7M
Shares
87.9K
% Port
2.44%
S

SCHWAB STRATEGIC TR

Value
$6.2M
Shares
262.2K
% Port
2.25%
V
12.VGES

VANGUARD MUN BD FDS

Value
$5.3M
Shares
104.8K
% Port
1.92%
?
13.N/A

AMERICAN CENTY ETF TR

Value
$5.2M
Shares
54.4K
% Port
1.90%
S

SCHWAB STRATEGIC TR

Value
$4.4M
Shares
151.2K
% Port
1.59%
S

SCHWAB STRATEGIC TR

Value
$4.3M
Shares
163.1K
% Port
1.57%
?
16.N/A

DIMENSIONAL ETF TRUST

Value
$4.1M
Shares
104.8K
% Port
1.47%
A
17.AMZN

AMAZON COM INC

Value
$3.8M
Shares
15.8K
% Port
1.36%
V
18.VGES

VANGUARD INDEX FDS

Value
$3.8M
Shares
5.5K
% Port
1.36%
E
19.ETHA

ISHARES TR

Value
$3.3M
Shares
20.1K
% Port
1.19%
A
20.AAPL

APPLE INC

Value
$3.2M
Shares
11.1K
% Port
1.17%

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