Collaborative Wealth Managment Inc. - Q42025 Holdings

Collaborative Wealth Managment Inc. holds 239 stocks with a total portfolio value of $ 283.73M as of Q42025. In Q42025, Collaborative Wealth Managment Inc. added 48 new positions, increased stakes in 92 stocks, reduced 68 holdings, and fully exited 5 positions. The largest holding is Spdr Series Trust (SPYG), representing 4.19% of the total portfolio.