Collaborative Wealth Managment Inc.

Q2 2026 13F Holdings

Location
Lake Mary, FL
Holdings as of
6/30/2026
Value
$238M
Value excl. options
$238M
Num holdings
170
Date filed
8/5/2026
Form type
13F-HR
Prev filing
5/5/2026
Next filing
11/6/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type