WealthCollab, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 276,073
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/10/2026 | 969 | 276,073 | 13F-HR | WealthCollab, LLC |
| 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 | 79.61 K | 28.8% | 12.06 K | 0 | 12.06 K |
| ETFs | 196.3 K | 71.1% | 21.14 K | 0 | 21.14 K |
| Debt | 79 | 0.0% | 0 | 1 | -1 |
| Other | 46 | 0.0% | 28 | 0 | 28 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
276,073
Holdings
969
QoQ value change ($000)
33,238
(13.7%)
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.