WealthCollab, LLC

Est. AUM

$242.8M

13F long equity, this entity only

Positions

1,059

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$22.2M	69346	9.16%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$18.3M	237498	7.54%	SOLE
3	ISHARES TR	CORE MSCI TOTAL	$12.4M	143229	5.11%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$11.5M	104118	4.74%	SOLE
5	ISHARES TR	NATIONAL MUN ETF	$10.6M	100225	4.38%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$9.3M	93448	3.84%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.0M	122344	3.71%	SOLE
8	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.3M	82125	3.00%	SOLE
9	VANGUARD BD INDEX FDS	INTERMED TERM	$6.5M	84675	2.69%	SOLE
10	SCHWAB STRATEGIC TR	US REIT ETF	$5.6M	261708	2.32%	SOLE
11	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.8M	96160	1.98%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.3M	53612	1.78%	SOLE
13	SCHWAB STRATEGIC TR	US TIPS ETF	$4.0M	151745	1.66%	SOLE
14	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.8M	151196	1.56%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.7M	104840	1.51%	SOLE
16	ISHARES TR	CORE S&P TTL STK	$2.9M	20076	1.18%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	71464	1.14%	SOLE
18	ISHARES TR	CALIF MUN BD ETF	$2.6M	46376	1.09%	SOLE
19	ISHARES TR	0-3 MNTH TREASRY	$2.3M	22813	0.95%	SOLE
20	ISHARES TR	TIPS BD ETF	$2.1M	18870	0.86%	SOLE
21	VANGUARD WORLD FD	ESG US STK ETF	$1.8M	16380	0.76%	SOLE
22	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	22282	0.69%	SOLE
23	ISHARES TR	ESG AW MSCI EAFE	$1.5M	15817	0.62%	SOLE
24	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	22975	0.59%	SOLE
25	VANGUARD INDEX FDS	LARGE CAP ETF	$1.3M	4475	0.55%	SOLE
26	VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	16831	0.50%	SOLE
27	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	5710	0.48%	SOLE
28	NVIDIA CORPORATION	COM	$1.0M	5773	0.41%	DFND
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$933K	1435	0.38%	SOLE
30	EA SERIES TRUST	ALPHA ARCHITECT	$909K	10014	0.37%	SOLE
31	PIMCO ETF TR	ENHAN SHRT MA AC	$852K	8474	0.35%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$765K	1281	0.32%	DFND
33	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.30%	SOLE
34	ISHARES TR	CRE U S REIT ETF	$718K	12131	0.30%	SOLE
35	RTX CORPORATION	COM	$690K	3577	0.28%	SOLE
36	ISHARES GOLD TR	ISHARES NEW	$670K	7600	0.28%	SOLE
37	ISHARES TR	ESG AWR MSCI USA	$610K	4311	0.25%	SOLE
38	CELESTICA INC	COM	$601K	2135	0.25%	DFND
39	MICROSOFT CORP	COM	$583K	1576	0.24%	DFND
40	SNAP INC	CL A	$575K	124920	0.24%	SOLE
41	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$574K	11955	0.24%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$574K	10613	0.24%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$564K	10690	0.23%	SOLE
44	APPLE INC	COM	$544K	2145	0.22%	DFND
45	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$527K	6366	0.22%	SOLE
46	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$526K	6638	0.22%	SOLE
47	ALPHABET INC	CAP STK CL C	$406K	1416	0.17%	DFND
48	ISHARES TR	CORE US AGGBD ET	$405K	4082	0.17%	SOLE
49	AMAZON COM INC	COM	$339K	1630	0.14%	DFND
50	SCHWAB STRATEGIC TR	INTL EQTY ETF	$318K	12849	0.13%	SOLE

1–50 of 977

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.