Collaborative Wealth Managment Inc.
All 13F Filings
- Location
- Lake Mary, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 283,730
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237.2 K | 83.6% | 37.91 K | 0 | 37.91 K |
| ETFs | 46.52 K | 16.4% | 0 | 1.405 K | -1.405 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
283,730
Holdings
239
QoQ value change ($000)
36,510
(14.8%)
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.