Quick Takeaways
- WealthCollab, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $244,302,117.
13F Filings History of WealthCollab, LLC
- Latest 13F report
- Q4 2025 - 27 Jan 2026
- Value $
- $244,302,117
- Signature - Title
- Teresa Douberly - Compliance Consultant
- Location
- Bellevue, WA
- Summary
- This page shows a list of all the recent 13F filings made by WealthCollab, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthCollab, LLC reported 1021 stock holdings with total value $244,302,117 as of Q4 2025. Top holdings included SSRM, VTI, VXUS, IXUS, and AVUV.
Follow Filing Activity
Follow WealthCollab, LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 27 Jan 2026, 16:27.
- Reported value moved from $216,851,498 to $244,302,117.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,021 | $244,302,117 | +$29,901,246 | -$3,098,704 | +$26,802,542 | SSRM, VTI, VXUS, IXUS, AVUV | 13F-HR | 27 Jan 2026, 16:27 |
| Q3 2025 | 972 | $216,851,498 | +$18,733,238 | -$744,206 | +$17,989,032 | SSRM, VTI, VXUS, IXUS, AVUV | 13F-HR | 13 Nov 2025, 16:57 |
| Q2 2025 | 945 | $177,966,081 | +$10,447,543 | -$7,070,678 | +$3,376,865 | VTI, VXUS, SSRM, IXUS, AVUV | 13F-HR | 15 Aug 2025, 10:04 |
| Q1 2025 | 913 | $161,381,698 | +$7,313,872 | -$2,116,871 | +$5,197,001 | VTI, VXUS, AVUV, SSRM, IXUS | 13F-HR | 14 May 2025, 08:57 |
| Q4 2024 | 874 | $155,967,406 | +$12,632,451 | -$2,248,777 | +$10,383,674 | VTI, VXUS, AVUV, IXUS, BND | 13F-HR | 14 Feb 2025, 17:23 |
| Q3 2024 | 881 | $151,837,670 | +$5,542,094 | -$1,847,157 | +$3,694,937 | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 14 Nov 2024, 14:49 |
| Q2 2024 | 859 | $139,254,250 | $0 | $0 | $0 | VXUS, VTI, AVUV, IXUS, BND | New Holdings | 14 Aug 2024, 10:16 |
| Q2 2024 | 1,027 | $139,580,965 | +$4,760,851 | -$1,348,462 | +$3,412,389 | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 13 Aug 2024, 16:54 |
| Q1 2024 | 852 | $135,540,127 | +$9,431,151 | -$1,646,074 | +$7,785,077 | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 10 May 2024, 10:25 |
| Q4 2023 | 877 | $128,155,818 | $0 | $0 | $0 | VXUS, VTI, SSRM, AVUV, IXUS | 13F-HR | 03 Apr 2024, 14:28 |