13F Filings History of Collaborative Wealth Managment Inc.

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$247,220,205
Signature - Title
Sandra Stickney - CCO
Location
Lake Mary, FL
Summary
This page shows a list of all the recent 13F filings made by Collaborative Wealth Managment Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Collaborative Wealth Managment Inc. reported 196 stock holdings with total value $247,220,205 as of Q3 2025. Top holdings included SPYG, SPYV, SPMD, SPDW, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 196 $247,220,205 +$16,435,274 -$10,794,492 +$5,640,782 SPYG, SPYV, SPMD, SPDW, AVUV 13F-HR 07 Nov 2025, 16:42
Q2 2025 182 $229,265,986 +$14,766,343 -$8,643,302 +$6,123,041 SPYG, SPYV, SPMD, HYMB, QQQM 13F-HR 08 Aug 2025, 16:39
Q1 2025 173 $213,831,337 +$5,563,289 -$7,798,172 -$2,234,883 SPYV, SPMD, HYMB, SPYG, PFFD 13F-HR 08 May 2025, 13:44
Q4 2024 178 $220,358,077 +$10,455,307 -$7,416,186 +$3,039,121 SPYV, SPMD, SPYG, HYMB, PFFD 13F-HR 10 Feb 2025, 14:08
Q3 2024 176 $221,112,567 +$10,769,360 -$6,413,106 +$4,356,254 SPYV, SPMD, SPYG, PFFD, HYMB 13F-HR 12 Nov 2024, 10:30
Q2 2024 171 $204,608,621 +$15,242,607 -$10,598,973 +$4,643,634 SPYV, SPMD, SPYG, HYMB, PFFD 13F-HR 09 Aug 2024, 10:48
Q1 2024 172 $199,498,205 +$15,301,655 -$8,241,900 +$7,059,755 SPYV, SPMD, SPYG, HYMB, PFFD 13F-HR 10 May 2024, 11:14
Q4 2023 169 $184,655,979 +$10,484,695 -$7,990,415 +$2,494,280 SPYV, SPYG, HYMB, SPMD, PFFD 13F-HR 07 Feb 2024, 14:38
Q3 2023 176 $166,304,016 +$14,124,324 -$8,422,359 +$5,701,965 SPYV, HYMB, SPYG, PFFD, WFHY 13F-HR 09 Nov 2023, 13:55
Q2 2023 169 $168,118,097 +$11,143,918 -$5,184,540 +$5,959,378 SPYV, WFHY, SPYG, HYMB, PFFD 13F-HR 07 Aug 2023, 10:53
Q1 2023 165 $158,712,051 +$24,104,294 -$18,051,316 +$6,052,978 WFHY, SPYV, SPMD, PFFD, HYMB 13F-HR 08 May 2023, 15:33
Q4 2022 173 $152,161,853 +$8,616,104 -$3,922,139 +$4,693,965 WFHY, SPYV, SPMD, SPYG, PFFD 13F-HR 10 Feb 2023, 15:51
Q3 2022 169 $141,003,252 +$12,440,058 -$7,881,253 +$4,558,805 AAPL, WFHY, SPYG, PFFD, SPYV 13F-HR 14 Nov 2022, 15:23
Q2 2022 183 $152,076,278 +$15,985,264 -$8,285,502 +$7,699,762 SPYG, FIXD, AAPL, WFHY, PFFD 13F-HR 15 Aug 2022, 12:25
Q4 2021 196 $182,541,000 $0 $0 $0 AAPL, SPYG, FIXD, FTCS, WFHY 13F-HR 11 Feb 2022, 07:31
Q1 2021 173 $160,342,000 $0 $0 $0 SPYG, FIXD, WFHY, FTCS, PFFD 13F-HR 12 May 2022, 12:49