account_balance
Investment manager · 13F filer · SEC CIK 1902901
Collier Financial
Reported value$146Mas of Sep 30, 2026
Positions154 14 new, 1 sold out
Top 10 weight76.6%SPYG alone is 15%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGState Street
15.2%
SPYVState Street
13.8%
SPTIState Street
12.8%
SPDWState Street
7.2%
SPMBState Street
7.1%
SPIBState Street
7.0%
SPSMState Street
4.7%
SPEMState Street
3.6%Added +3%
SPHQInvesco S&P
2.9%
USMViShares MSCI
2.3%
SLYVState Street
2.2%
SLYGState Street
2.1%
SPYGState Street
15.2%
SPYVState Street
13.8%
SPTIState Street
12.8%
SPDWState Street
7.2%
SPMBState Street
7.1%
SPIBState Street
7.0%
SPSMState Street
4.7%
SPEM3.6%
SPHQ
SLYV
SLYG
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
SPYG State Street 15.2% Held
SPYV State Street 13.8% Held
SPTI State Street 12.8% Held
SPDW State Street 7.2% Held
SPMB State Street 7.1% Held
SPIB State Street 7.0% Held
SPSM State Street 4.7% Held
SPEM State Street 3.6% Added +3%
SPHQ Invesco S&P 2.9% Held
USMV iShares MSCI 2.3% Trimmed −7%
SLYV State Street 2.2% Held
SLYG State Street 2.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SPY $598K
- XLK $295K
- QUAL $258K
- JSI $190K
arrow_upwardAdded
- XLV +117%
- IEFA +71%
- IUSV +19%
- IUSG +15%
arrow_downwardTrimmed
- RSP −9%
- USMV −7%
- BIL −7%
- BILS −5%
remove_circleSold out
- EMTL $38.9K
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