account_balance
Investment manager · 13F filer · SEC CIK 1896419
Collaborative Wealth Managment Inc.
Reported value$237Mas of Sep 30, 2026
Positions171 13 new, 9 sold out
Top 10 weight49.2%BUFF alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFFInnovator Etfs Trust
9.3%Added +2%
STIPiShares Tr
6.4%Added +3%
UCONFirst Tr Exchng Traded Fd Vi
6.2%Added +3%
SPDWSPDR Index SHS FDS
5.7%
AVUVAmerican Centy ETF Tr
4.4%Trimmed −4%
SPMDSPDR Series Trust
4.3%Trimmed −3%
AVEMAmerican Centy ETF Tr
3.6%Trimmed −3%
SPYGSPDR Series Trust
3.6%Trimmed −3%
AAPLApple Inc.
2.9%
QQQMInvesco Exch Traded Fd Tr II
2.8%−4%
ONEYSPDR Series Trust
2.2%+6%
JQUAJ P Morgan Exchange Traded F
2.2%−4%
BUFFInnovator Etfs Trust
9.3%Added +2%
STIPiShares Tr
6.4%Added +3%
UCONFirst Tr Exchng Traded Fd Vi
6.2%
SPDWSPDR Index SHS FDS
5.7%
AVUVAmerican Centy ETF Tr
4.4%−4%
SPMDSPDR Series Trust
4.3%−3%
AVEMAmerican Centy ETF Tr
3.6%
SPYGSPDR Series Trust
3.6%
QQQM
ONEY
JQUA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFF Innovator Etfs Trust 9.3% Added +2%
STIP iShares Tr 6.4% Added +3%
UCON First Tr Exchng Traded Fd Vi 6.2% Added +3%
SPDW SPDR Index SHS FDS 5.7% Held
AVUV American Centy ETF Tr 4.4% Trimmed −4%
SPMD SPDR Series Trust 4.3% Trimmed −3%
AVEM American Centy ETF Tr 3.6% Trimmed −3%
SPYG SPDR Series Trust 3.6% Trimmed −3%
AAPL Apple Inc. 2.9% HeldQQQM Invesco Exch Traded Fd Tr II 2.8% Trimmed −4%
ONEY SPDR Series Trust 2.2% Added +6%
JQUA J P Morgan Exchange Traded F 2.2% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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