account_balance
Investment manager · 13F filer · SEC CIK 2097223
Collaborative Capital Advisors LLC
Reported value$160Mas of Sep 30, 2026
Positions78 7 new, 12 sold out
Top 10 weight66.6%SPY alone is 29%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
28.9%Trimmed −3%
IVViShares Tr
11.1%Trimmed −13%
GLDSPDR Gold Trust
6.2%Added +4%
EFAiShares Tr
5.2%
XLESelect Sector SPDR Tr
3.3%+19%
XLKSelect Sector SPDR Tr
2.8%
VWOVanguard Intl Equity Index F
2.4%
AAPLApple Inc.
2.4%
IWMiShares Tr
2.3%
VOOVanguard Index FDS
2.1%+15%
VTIVanguard Index FDS
1.7%
GOOGLAlphabet Inc.
1.6%
SPYSPDR S&P 500 ETF Trust
28.9%Trimmed −3%
IVViShares Tr
11.1%Trimmed −13%
GLDSPDR Gold Trust
6.2%+4%
EFAiShares Tr
5.2%
XLE3.3%
XLK2.8%
VWO2.4%
AAPLIWM2.3%
VOO
VTI1.7%
GOOGLBoxes 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
SPY SPDR S&P 500 ETF Trust 28.9% Trimmed −3%
IVV iShares Tr 11.1% Trimmed −13%
GLD SPDR Gold Trust 6.2% Added +4%EFA iShares Tr 5.2% Held
XLE Select Sector SPDR Tr 3.3% Added +19%
XLK Select Sector SPDR Tr 2.8% Held
VWO Vanguard Intl Equity Index F 2.4% Held
AAPL Apple Inc. 2.4% HeldIWM iShares Tr 2.3% Held
VOO Vanguard Index FDS 2.1% Added +15%
VTI Vanguard Index FDS 1.7% Held
GOOGL Alphabet Inc. 1.6% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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