Collaborative Wealth Managment Inc.
All 13F Filings
- Location
- Lake Mary, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 238,423
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 170 | 238,423 | 13F-HR | Collaborative Wealth Managment Inc. |
| Q1 2026 | 5/5/2026 | 162 | 217,837 | 13F-HR | Collaborative Wealth Managment Inc. |
| Q4 2025 | 2/9/2026 | 239 | 283,730 | 13F-HR | Collaborative Wealth Managment Inc. |
| Q3 2025 | 11/7/2025 | 196 | 247,220 | 13F-HR | Collaborative Wealth Managment Inc. |
| Q2 2025 | 8/8/2025 | 182 | 229,266 | 13F-HR | Collaborative Wealth Managment Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
754
(0.3% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.59 K | 23.8% | 0 | 12.77 K | -12.77 K |
| ETFs | 180.8 K | 76.1% | 33.35 K | 0 | 33.35 K |
| Debt | 248 | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
238,423
Holdings
170
QoQ value change ($000)
20,586
(9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.