13F filer

WealthCollab

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2017870 SEC filings ↗
13F Value
$276.1M
Positions
969
Top Position
SSRM11.8%
Top 5
38.4%

Latest filing changes

vs Mar 31, 2026
Holdings969
# Trend (4Q)
1 SSRM 11.8% $32.6M +12.1% 1.15M 12.4% Common Stock
2 VTI 9.5% $26.2M +2.1% 70.8K 9.2% ETF
3 VXUS 7.4% $20.4M +0.4% 238.6K 7.5% ETF
4 IXUS 5.0% $13.7M — 143.2K 5.1% ETF
5 AVUV 4.7% $13.1M +0.8% 104.9K 4.7% ETF
6 MUB 4.1% $11.2M +4.3% 104.5K 4.4% ETF
7 AVDV 3.6% $9.8M +1.8% 95.2K 3.8% ETF
8 BND 3.3% $9.2M +2.0% 124.8K 3.7% ETF
9 VNQ 3.0% $8.3M +4.5% 85.8K 3.0% ETF
10 BIV 2.4% $6.7M +3.8% 87.9K 2.7% ETF
11 SCHH 2.2% $6.2M +0.2% 262.2K 2.3% ETF
12 VTEB 1.9% $5.3M +9.0% 104.8K 2.0% ETF
13 AVEM 1.9% $5.2M +1.4% 54.4K 1.8% ETF
14 VOO 1.7% $4.6M +0.5% 6.7K 1.6% ETF
15 SCHB 1.6% $4.4M +0.0% 151.2K 1.6% ETF
16 SCHP 1.6% $4.3M +7.5% 163.1K 1.7% ETF
17 AMZN 1.5% $4.2M +9.2% 17.4K 1.4% Common Stock
18 DFSV 1.5% $4.1M — 104.8K 1.5% ETF
19 AAPL 1.4% $3.8M +1.2% 13.3K 1.4% Common Stock
20 ITOT 1.2% $3.3M — 20.1K 1.2% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing98
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.