Fund HoldingsCollaborative Wealth Managment Inc.

Total Portfolio Value
$229.27M
Total Bought
$32.29M
Total Sold
$19.60M
Net Transaction
+$12.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
ST NUVE HIGH ETF
0328,754+328,75408,1473.55%+8,147
SPDR SERIES TRUST
ST STR P500GRW
0112,016+112,016010,6774.66%+10,677
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
074,379+74,37901,8510.81%+1,851
SPDR INDEX SHS FDS
ST STR PO EX ETF
165,329189,311+23,9826,0207,6653.34%+1,646
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
033,877+33,87707,6943.36%+7,694
AMERICAN CENTY ETF TR62,57572,244+9,6693,7654,9522.16%+1,186
WORLD GOLD TR(GLDM)016,002+16,00201,0480.46%+1,048
ISHARES TR
0-5 YR TIPS ETF
08,966+8,96609230.40%+923
AMERICAN CENTY ETF TR081,890+81,89007,4603.25%+7,460
SPDR SERIES TRUST
ST STR PR SP1500
094,934+94,93407,1103.10%+7,110
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
040,326+40,32607660.33%+766
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
0108,657+108,65706,5252.85%+6,525
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
015,693+15,69306890.30%+689
SPDR SERIES TRUST
ST STR P400MID
0171,330+171,33009,3174.06%+9,317
SPDR SERIES TRUST
ST STR P500VAL
189,130193,124+3,9949,65910,1084.41%+449
GLOBAL X FDS
S&P 500 COVERED
010,431+10,43104060.18%+406
SSGA ACTIVE TR
ST STR BLACK ETF
70,78082,935+12,1551,9902,3711.03%+381
VANECK ETF TRUST
JP MRGAN EM LOC
183,586186,000+2,4144,3804,7152.06%+335
AMERICAN CENTY ETF TR033,073+33,07302,5631.12%+2,563
VANECK ETF TRUST
URANI NUCLE ETF
02,786+2,78603100.14%+310
INNOVATOR ETFS TRUST
US SML CP PWR ET
09,504+9,50403080.13%+308
GLOBAL X FDS
GLB X MLP ENRG I
11,57116,056+4,4857381,0060.44%+268
INNOVATOR ETFS TRUST
US EQT PWR BUF
14,73021,184+6,4545257900.34%+265
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,633+4,63302630.11%+263
ISHARES TR01,745+1,74502620.11%+262
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,772+5,77202540.11%+254
ARK ETF TR
NEXT GNRTN INTER
01,685+1,68502490.11%+249
MICROSOFT CORP(MSFT)01,858+1,85809240.40%+924
VANECK ETF TRUST
MRNGSTR WDE MOAT
034,774+34,77403,2611.42%+3,261
WISDOMTREE TR(WT)07,093+7,09302270.10%+227
INVESCO QQQ TR02,794+2,79401,5420.67%+1,542
SPDR INDEX SHS FDS
ST PORT MARK ETF
025,610+25,61001,0950.48%+1,095
NVIDIA CORPORATION(NVDA)04,312+4,31206810.30%+681
ISHARES TR01,089+1,08902120.09%+212
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,015+5,01502070.09%+207
VANGUARD INDEX FDS07,070+7,07002,1490.94%+2,149
WISDOMTREE TR(WT)6,64410,680+4,0362804840.21%+204
INTERNATIONAL BUSINESS MACHS(IBM)0690+69002030.09%+203
TESLA INC(TSLA)02,851+2,85109060.40%+906
WISDOMTREE TR(WT)053,849+53,84902,1680.95%+2,168
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
26,62328,927+2,3041,1741,3600.59%+186
AMAZON COM INC(AMZN)06,220+6,22001,3650.60%+1,365
INNOVATOR ETFS TRUST
GRWT100 PWR BF
5,3118,319+3,0082534240.19%+171
SPDR SERIES TRUST
ST STR R1K YLD
22,47924,132+1,6532,4562,6131.14%+157
FORD MTR CO(F)013,341+13,34101450.06%+145
SPDR S&P 500 ETF TR(SPY)1,6231,661+389081,0260.45%+118
INVESCO EXCH TRADED FD TR II72,79479,982+7,1881,6771,7910.78%+114
ISHARES TR01,269+1,26907880.34%+788
VANGUARD WORLD FD
INF TECH ETF
0885+88505870.26%+587
SPDR SERIES TRUST
ST INTER ETF
51,80055,133+3,3331,4801,5860.69%+106
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
34,18535,437+1,2521,1451,2500.55%+105
ISHARES TR2,9713,713+7423114060.18%+95
CLEVELAND-CLIFFS INC NEW(CLF)044,875+44,87503410.15%+341
AMPLIFY ETF TR047,382+47,38202,0160.88%+2,016
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
7,4747,47408429240.40%+82
VANGUARD INDEX FDS01,102+1,10204830.21%+483
INNOVATOR ETFS TRUST
GRWT100 PWR BF
8,1908,973+7833804550.20%+76
META PLATFORMS INC(META)466465-12683430.15%+75
SPDR SERIES TRUST
ST INTER BD ETF
31,32333,214+1,8911,0411,1150.49%+74
ISHARES TR01,823+1,82303930.17%+393
INNOVATOR ETFS TRUST
US EQTY BUFR MAY
040,505+40,50501,7090.75%+1,709
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
032,746+32,74606020.26%+602
ISHARES TR01,999+1,99907020.31%+702
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
15,20216,634+1,4327608260.36%+66
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
14,84216,101+1,2597558200.36%+65
SPDR SERIES TRUST
ST STR SP600 SML
017,379+17,37907400.32%+740
ISHARES TR06,715+6,71504160.18%+416
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
31,06833,796+2,7287598200.36%+61
INNOVATOR ETFS TRUST
US SML CP PWR B
12,31813,346+1,0284405000.22%+60
DISNEY WALT CO(DIS)02,335+2,33502900.13%+290
INNOVATOR ETFS TRUST
INTRNL DEV JAN
6,3777,590+1,2132042600.11%+56
SPDR GOLD TR(GLD)840976+1362422980.13%+55
ISHARES TR1,4851,48502272800.12%+53
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,075+13,07506850.30%+685
ARK ETF TR
INNOVATION ETF
04,593+4,59303230.14%+323
VANGUARD INTL EQUITY INDEX F04,115+4,11505290.23%+529
INNOVATOR ETFS TRUST
US EQTY BUFR JAN
013,025+13,02506540.29%+654
SPDR SERIES TRUST
ST STR MSCI USAQ
02,025+2,02503300.14%+330
SIREN ETF TR06,378+6,37804580.20%+458
WALMART INC(WMT)4,3504,329-213824230.18%+41
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,356+2,35602560.11%+256
ISHARES TR61161102212590.11%+39
ISHARES TR
MSCI USA MMENTM
01,095+1,09502630.11%+263
VANGUARD INDEX FDS1,4601,384-767507860.34%+36
ISHARES INC
CORE MSCI EMKT
04,726+4,72602840.12%+284
GOLDMAN SACHS ETF TR2,6182,61802883180.14%+30
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
06,947+6,94704950.22%+495
SCHWAB STRATEGIC TR14,62014,62003714000.17%+29
WISDOMTREE TR(WT)010,422+10,42208730.38%+873
VANGUARD TAX-MANAGED FDS4,9534,840-1132522760.12%+24
NEOS ETF TRUST
NASDAQ 100 HDGD
6,7566,75603303540.15%+24
ISHARES TR3,3863,557+1713583780.16%+21
ISHARES TR
US TREAS BD ETF
11,16312,047+8842572770.12%+20
VANGUARD WHITEHALL FDS6,5666,247-3194845000.22%+17
ISHARES TR
CORE DIV GRWTH
06,570+6,57004200.18%+420
SPDR SERIES TRUST
ST STR AGGRE ETF
14,73215,176+4443763890.17%+12
VANGUARD INDEX FDS1,7431,772+293013130.14%+12
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
5,0805,08002052150.09%+9
INVESCO EXCH TRADED FD TR II4,3484,048-3002442520.11%+8
PROCTER AND GAMBLE CO(PG)1,5271,681+1542602680.12%+8
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