Holdings
Collaborative Wealth Managment Inc.
As of Jun 30, 2026, Collaborative Wealth Managment Inc. reported 20 positions worth US$16.9M. Largest: Apple Inc, Mcdonald's Corporation and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 20,924 | US$6.05M | −151 | Jun 30, 2026 |
| Mcdonald's Corporation | 10,876 | US$2.94M | no change | Jun 30, 2026 |
| Tesla, Inc. | 2,684 | US$1.13M | −12 | Jun 30, 2026 |
| Nvidia Corporation | 4,441 | US$889K | +174 | Jun 30, 2026 |
| United Parcel Service, Inc. | 5,348 | US$575K | +8 | Jun 30, 2026 |
| Microsoft Corp. | 1,517 | US$566K | +34 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 14,645 | US$538K | −1,300 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,416 | US$506K | −121 | Jun 30, 2026 |
| Aflac Incorporated | 3,900 | US$457K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 894 | US$447K | +1 | Jun 30, 2026 |