Collaborative Wealth Managment Inc. - Q12026 Holdings

Collaborative Wealth Managment Inc. holds 160 stocks with a total portfolio value of $ 217.84M as of Q12026. In Q12026, Collaborative Wealth Managment Inc. added 9 new positions, increased stakes in 29 stocks, reduced 99 holdings, and fully exited 88 positions. The largest holding is Innovator Etfs Trust (BUFF), representing 8.55% of the total portfolio.