WealthCollab, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 242,835
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 977 | 242,835 | 13F-HR | WealthCollab, LLC |
| Q4 2025 | 1/27/2026 | 1,022 | 244,447 | 13F-HR | WealthCollab, LLC |
| Q3 2025 | 11/13/2025 | 974 | 217,945 | 13F-HR | WealthCollab, LLC |
| Q2 2025 | 8/15/2025 | 947 | 178,938 | 13F-HR | WealthCollab, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.55 K | 27.8% | 0 | 124.5 K | -124.5 K |
| ETFs | 175.2 K | 72.1% | 123 K | 0 | 123 K |
| Debt | 80 | 0.0% | 0 | 0 | 0 |
| Other | 18 | 0.0% | 0 | 26 | -26 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
242,835
Holdings
977
QoQ value change ($000)
-1,612
(-0.7%)
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.