Collaborative Wealth Managment Inc.: summary

Collaborative Wealth Managment Inc. reported 173 positions with a reported value of $237.51M in its 13F for Q3 2026. Compared with Q2 2026: 16 new positions, 13 exited.

Top positions

• INNOVATOR ETFS TRUST
• ISHARES TR
• FIRST TR EXCHNG TRADED FD VI
• STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
• AVANTIS U.S. SMALL CAP VALUE ETF
• SPDR SERIES TRUST
• AMERICAN CENTY ETF TR
• SPDR SERIES TRUST
• APPLE INC COM
• INVESCO NASDAQ 100 ETF