Long-term investor
Collaborative Wealth Managment Inc. @collaborativewealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001896419).
Record
- Tracked since 2025-06-30 (477 days), 254 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +0.6% · 1 year +1.4% · all +1.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 45783Y814 · 8.8% · long · since 2025-06-30
- 46429B747 · 6.3% · long · since 2025-06-30
- 33740F888 · 6.3% · long · since 2025-06-30
- 78463X889 · 5.8% · long · since 2025-06-30
- 025072877 · 4.8% · long · since 2025-06-30
- 78464A847 · 4.7% · long · since 2025-06-30
- 025072604 · 3.8% · long · since 2025-06-30
- 78464A409 · 3.6% · long · since 2025-06-30
- 78464A508 · 3.1% · long · since 2025-06-30
- 46138G649 · 2.9% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- 46641Q761 · 2.2% · long · since 2025-06-30