1y return+23.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $141 against $157 in the S&P 500.2
WealthCollab, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SSRMSsr Mining In | $32.6M | 11.8% | +12.1% |
| VTIVanguard Index Fds | $26.2M | 9.5% | +2.1% |
| VXUSVanguard Star Fds | $20.4M | 7.4% | |
| IXUSIshares Tr | $13.7M | 5.0% | |
| AVUVAmerican Centy Etf Tr | $13.1M | 4.7% | |
| MUBIshares Tr | $11.2M | 4.1% | +4.3% |
| AVDVAmerican Centy Etf Tr | $9.8M | 3.6% | +1.8% |
| BNDVanguard Bd Index Fds | $9.2M | 3.3% | +2.0% |
| VNQVanguard Index Fds | $8.3M | 3.0% | +4.5% |
| BIVVanguard Bd Index Fds | $6.7M | 2.4% | +3.8% |
| SCHHSchwab Strategic Tr | $6.2M | 2.2% | |
| VTEBVanguard Mun Bd Fds | $5.3M | 1.9% | +9.0% |
| AVEMAmerican Centy Etf Tr | $5.2M | 1.9% | +1.4% |
| VOOVanguard Index Fds | $4.6M | 1.7% | |
| SCHBSchwab Strategic Tr | $4.4M | 1.6% | |
| SCHPSchwab Strategic Tr | $4.3M | 1.6% | +7.5% |
| AMZNAmazon Com Inc | $4.2M | 1.5% | +9.2% |
| Dimensional Etf TrustCUSIP 25434V815 | $4.1M | 1.5% | |
| AAPLApple Inc | $3.8M | 1.4% | +1.2% |
| ITOTIshares Tr | $3.3M | 1.2% | |
| Dimensional Etf TrustCUSIP 25434V708 | $3.2M | 1.1% | |
| CMFIshares Tr | $2.8M | 1.0% | +4.8% |
| SGOVIshares Tr | $2.7M | 1.0% | +15.4% |
| MSFTMicrosoft Corp | $2.5M | 0.9% | +5.2% |
| ESGVVanguard World Fd | $2.2M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $1.6M |
| SSRMSsr Mining In | December 31, 2023 | +162.8% | $32.6M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $1.5M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $907K |
| AVEMAmerican Centy Etf Tr | December 31, 2023 | +71.1% | $5.2M |
| AVDVAmerican Centy Etf Tr | December 31, 2023 | +64.9% | $9.8M |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $993K |
| VVVanguard Index Fds | December 31, 2023 | +57.6% | $1.5M |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $4.6M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $1.1M |
Sold off last quarter
- ACIAlbertsons Cos Inc was $37K
- Air Lease CorpCUSIP 00912X302 was $25K
- Criteo S ACUSIP 226718104 was $25K
- DXCDxc Technology Co was $21K
- Nebius Group N.v.CUSIP N97284108 was $21K
- BEBloom Energy Corp was $20K
- ASIXAdvansix Inc was $17K
- Honeywell Intl IncCUSIP 438516106 was $15K
- DLBDolby Laboratories Inc was $14K
- AIVApartment Invt & Mgmt Co was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.5% | +14.8% |
| March 31, 2026 | +2.5% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
| September 30, 2025 | +11.8% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | −0.2% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WealthCollab, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2017870&type=13F-HR&dateb=&owner=include&count=40CIK 2017870
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2017870/000201787026000003/Filed August 10, 2026 · accession 0002017870-26-000003