13F Insight
DOSSIER · 13F-HR · Q1 2026

Collaborative Wealth Managment Inc.

Collaborative Wealth Managment's pension fund based in Greenwich, CT — $218M in tracked AUM across 163 positions as of Q1 2026.

CW
Collaborative Wealth Managment·Greenwich, CT·Pension Fund
CIK 0001896419 · last filed Mar 31, 2026
Total AUM
$218M
▲ 15.3%
vs prior
Holdings
163
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Collaborative Wealth Managment Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BUFF
INNOVATOR ETFS TRUST
$19M377K8.5%
02
UCON
FIRST TR EXCHNG TRADED FD VI
$14M568K6.5%
03
STIP
ISHARES TR
$14M132K6.3%
04
SPDW
SPDR INDEX SHS FDS
$13M291K6.1%
05
AVUV
AMERICAN CENTY ETF TR
$11M98K5.0%
06
SPMD
SPDR SERIES TRUST
$10M175K4.8%
07
AVEM
AMERICAN CENTY ETF TR
$8M101K3.8%
08
SPYG
SPDR SERIES TRUST
$6M64K2.9%
09
SPYV
SPDR SERIES TRUST
$6M106K2.8%
10
QQQM
INVESCO EXCH TRADED FD TR II
$6M23K2.5%

Filing history

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