Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthCollab, LLC (CIK 2017870) reported $242.8M across 968 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SSRM ($30.2M, 12.43%), VTI ($22.2M, 9.16%), VXUS ($18.3M, 7.54%), IXUS ($12.4M, 5.11%), AVUV ($11.5M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SSRM | SSR MINING IN | $30.2M | 12.43% | 1.0M | Hold |
| 2 | VTI | VANGUARD INDEX FDS | $22.2M | 9.16% | 69,346 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $18.3M | 7.54% | 237,498 | Added |
| 4 | IXUS | ISHARES TR | $12.4M | 5.11% | 143,229 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $11.5M | 4.74% | 104,118 | Added |
| 6 | MUB | ISHARES TR | $10.6M | 4.38% | 100,225 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $9.3M | 3.84% | 93,448 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $9.0M | 3.71% | 122,344 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $7.3M | 3.00% | 82,125 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $6.5M | 2.69% | 84,675 | Added |
| 11 | SCHH | SCHWAB STRATEGIC TR | $5.6M | 2.32% | 261,708 | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $4.8M | 1.98% | 96,160 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $4.3M | 1.78% | 53,612 | Trimmed |
| 14 | SCHP | SCHWAB STRATEGIC TR | $4.0M | 1.66% | 151,745 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $4.0M | 1.65% | 6,694 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $3.8M | 1.56% | 151,196 | Added |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $3.7M | 1.51% | 104,840 | Hold |
| 18 | AAPL | APPLE INC | $3.3M | 1.37% | 13,122 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $3.3M | 1.37% | 15,949 | Trimmed |
| 20 | ITOT | ISHARES TR | $2.9M | 1.18% | 20,076 | Hold |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.14% | 71,464 | Hold |
| 22 | CMF | ISHARES TR | $2.6M | 1.09% | 46,376 | Added |
| 23 | MSFT | MICROSOFT CORP | $2.4M | 0.97% | 6,360 | Trimmed |
| 24 | SGOV | ISHARES TR | $2.3M | 0.95% | 22,813 | Added |
| 25 | TIP | ISHARES TR | $2.1M | 0.86% | 18,870 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31