Collaborative Wealth Managment Inc. - Portfolio overview

Collaborative Wealth Managment Inc. has 212 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BUFF - INNOVATOR ETFS TRUST, 7.71%
2. UCON - FIRST TR EXCHNG TRADED FD VI, 5.83%
3. STIP - ISHARES TR, 5.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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