Collaborative Wealth Managment Inc. Diversified Active

Location: Lake Mary, FL

CIK: 0001896419 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $218M (100.0% shares, 0.0% debt)

Holdings (162)

BUFF INNOVATOR ETFS TRUST 8.5%
Value $18.62M Shares 376,767 Est. Cost $49.06 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 6.5%
Value $14.07M Shares 567,904 Est. Cost $24.88 Unrealized
STIP ISHARES TR 6.3%
Value $13.7M Shares 132,483 Est. Cost $103.28 Unrealized
SPDW SPDR INDEX SHS FDS 6.1%
Value $13.3M Shares 291,410 Est. Cost $37.48 Unrealized
AVUV AMERICAN CENTY ETF TR 5.0%
Value $10.8M Shares 97,800 Est. Cost $84.94 Unrealized
SPMD SPDR SERIES TRUST 4.8%
Value $10.37M Shares 175,072 Est. Cost $44.71 Unrealized
AVEM AMERICAN CENTY ETF TR 3.8%
Value $8.173M Shares 101,429 Est. Cost $68.06 Unrealized
SPYG SPDR SERIES TRUST 2.9%
Value $6.246M Shares 63,796 Est. Cost $67.35 Unrealized
SPYV SPDR SERIES TRUST 2.8%
Value $5.994M Shares 105,937 Est. Cost $41.53 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.5%
Value $5.504M Shares 23,161 Est. Cost $151.73 Unrealized
AAPL APPLE INC 2.5%
Value $5.349M Shares 21,075 Est. Cost $150.72 Unrealized +74.4%
SPTM SPDR SERIES TRUST 2.1%
Value $4.58M Shares 57,934 Est. Cost $53.34 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 2.1%
Value $4.576M Shares 74,629 Est. Cost $44.00 Unrealized
ONEY SPDR SERIES TRUST 2.1%
Value $4.545M Shares 37,858 Est. Cost $104.31 Unrealized
GLDM WORLD GOLD TR 1.6%
Value $3.557M Shares 38,379 Est. Cost $75.99 Unrealized
MCD MCDONALDS CORP 1.6%
Value $3.38M Shares 10,876 Est. Cost $267.49 Unrealized +18.6%
MLPX GLOBAL X FDS 1.3%
Value $2.939M Shares 39,745 Est. Cost $58.17 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value $2.528M Shares 44,607 Est. Cost $56.84 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 1.1%
Value $2.468M Shares 48,576 Est. Cost $36.28 Unrealized
DNL WISDOMTREE TR 1.1%
Value $2.395M Shares 59,333 Est. Cost $35.57 Unrealized
HYMB SPDR SERIES TRUST 1.0%
Value $2.167M Shares 87,366 Est. Cost $31.22 Unrealized
SFLR INNOVATOR ETFS TRUST 0.9%
Value $2.039M Shares 57,575 Est. Cost $35.41 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $2.032M Shares 6,334 Est. Cost $228.18 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.8%
Value $1.775M Shares 77,253 Est. Cost $23.36 Unrealized
DEM WISDOMTREE TR 0.8%
Value $1.746M Shares 35,139 Est. Cost $46.12 Unrealized
XLE SELECT SECTOR SPDR TR 0.8%
Value $1.705M Shares 27,832 Est. Cost $65.00 Unrealized
SPMB SPDR SERIES TRUST 0.8%
Value $1.685M Shares 75,272 Est. Cost $21.87 Unrealized
SPTI SPDR SERIES TRUST 0.7%
Value $1.603M Shares 55,921 Est. Cost $29.08 Unrealized
USFR WISDOMTREE TR 0.6%
Value $1.351M Shares 26,830 Est. Cost $50.30 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value $1.275M Shares 8,612 Est. Cost $112.47 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value $1.173M Shares 25,013 Est. Cost $37.38 Unrealized
SPIB SPDR SERIES TRUST 0.5%
Value $1.069M Shares 31,863 Est. Cost $33.72 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $1.064M Shares 4,946 Est. Cost $161.97 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value $1.051M Shares 1,821 Est. Cost $362.45 Unrealized
EMLC VANECK ETF TRUST 0.5%
Value $1.034M Shares 41,182 Est. Cost $24.86 Unrealized
TSLA TESLA INC 0.5%
Value $1.002M Shares 2,696 Est. Cost $251.87 Unrealized +69.1%
HDV ISHARES TR 0.5%
Value $988K Shares 7,278 Est. Cost $106.06 Unrealized
RAAX VANECK ETF TRUST 0.4%
Value $969K Shares 23,804 Est. Cost $38.98 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.4%
Value $964K Shares 38,877 Est. Cost $24.14 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value $955K Shares 19,100 Est. Cost $49.98 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value $941K Shares 18,451 Est. Cost $50.73 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.4%
Value $913K Shares 6,959 Est. Cost $90.48 Unrealized
DON WISDOMTREE TR 0.4%
Value $911K Shares 17,331 Est. Cost $44.77 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $870K Shares 1,337 Est. Cost $501.35 Unrealized
PAPR INNOVATOR ETFS TRUST 0.4%
Value $843K Shares 21,184 Est. Cost $35.46 Unrealized
HYBL SSGA ACTIVE TR 0.3%
Value $757K Shares 27,195 Est. Cost $28.37 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $756K Shares 1,265 Est. Cost $464.26 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value $751K Shares 1,076 Est. Cost $497.12 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $744K Shares 4,267 Est. Cost $151.55 Unrealized +23.2%
SPSM SPDR SERIES TRUST 0.3%
Value $712K Shares 14,730 Est. Cost $42.24 Unrealized
MGV VANGUARD WORLD FD 0.3%
Value $698K Shares 4,814 Est. Cost $107.29 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $654K Shares 4,042 Est. Cost $104.72 Unrealized
QYLD GLOBAL X FDS 0.3%
Value $629K Shares 36,673 Est. Cost $17.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value $625K Shares 13,616 Est. Cost $61.94 Unrealized
IWM ISHARES TR 0.3%
Value $604K Shares 2,436 Est. Cost $235.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $603K Shares 15,945 Est. Cost $26.29 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.3%
Value $602K Shares 12,008 Est. Cost $49.93 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $600K Shares 4,094 Est. Cost $138.67 Unrealized
PFFD GLOBAL X FDS 0.3%
Value $594K Shares 32,294 Est. Cost $21.15 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $593K Shares 8,046 Est. Cost $77.78 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value $580K Shares 3,149 Est. Cost $163.03 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value $566K Shares 2,606 Est. Cost $178.53 Unrealized
GLD SPDR GOLD TR 0.3%
Value $559K Shares 1,300 Est. Cost $285.77 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $549K Shares 1,483 Est. Cost $377.60 Unrealized +15.1%
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value $544K Shares 2,488 Est. Cost $183.36 Unrealized
IWV ISHARES TR 0.2%
Value $543K Shares 1,465 Est. Cost $262.56 Unrealized
MUB ISHARES TR 0.2%
Value $536K Shares 5,049 Est. Cost $107.27 Unrealized
UPS UNITED PARCEL SVCS INC 0.2%
Value $525K Shares 5,340 Est. Cost $108.92 Unrealized +0.9%
DGRW WISDOMTREE TR 0.2%
Value $511K Shares 5,818 Est. Cost $63.66 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value $501K Shares 1,838 Est. Cost $253.82 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.2%
Value $488K Shares 25,659 Est. Cost $19.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value $485K Shares 8,118 Est. Cost $59.78 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $476K Shares 2,807 Est. Cost $70.47 Unrealized +96.9%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $469K Shares 7,321 Est. Cost $53.15 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value $461K Shares 4,770 Est. Cost $73.92 Unrealized
IJH ISHARES TR 0.2%
Value $455K Shares 6,742 Est. Cost $97.11 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value $453K Shares 4,802 Est. Cost $67.59 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.2%
Value $452K Shares 17,709 Est. Cost $25.06 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $446K Shares 9,042 Est. Cost $38.79 Unrealized
NAPR INNOVATOR ETFS TRUST 0.2%
Value $439K Shares 8,029 Est. Cost $48.86 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.2%
Value $428K Shares 14,723 Est. Cost $28.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $428K Shares 893 Est. Cost $356.51 Unrealized +38.4%
AFL AFLAC INC 0.2%
Value $428K Shares 3,900 Est. Cost $42.88 Unrealized +159.4%
SPLB SPDR SERIES TRUST 0.2%
Value $424K Shares 19,086 Est. Cost $24.30 Unrealized
XYLD GLOBAL X FDS 0.2%
Value $417K Shares 10,655 Est. Cost $39.86 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $415K Shares 949 Est. Cost $356.39 Unrealized
DGRO ISHARES TR 0.2%
Value $414K Shares 5,896 Est. Cost $53.77 Unrealized
QHY WISDOMTREE TR 0.2%
Value $410K Shares 8,995 Est. Cost $47.21 Unrealized
AVGE AMERICAN CENTY ETF TR 0.2%
Value $408K Shares 4,639 Est. Cost $66.72 Unrealized
SUB ISHARES TR 0.2%
Value $404K Shares 3,795 Est. Cost $105.14 Unrealized
TFI SPDR SERIES TRUST 0.2%
Value $397K Shares 8,762 Est. Cost $45.34 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value $388K Shares 2,241 Est. Cost $106.91 Unrealized
WEAT TEUCRIUM COMMODITY TR 0.2%
Value $387K Shares 16,400 Est. Cost $23.57 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.2%
Value $379K Shares 44,905 Est. Cost $10.54 Unrealized +22.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value $375K Shares 7,705 Est. Cost $51.28 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value $365K Shares 3,891 Est. Cost $72.82 Unrealized
QUS SPDR SERIES TRUST 0.2%
Value $363K Shares 2,115 Est. Cost $133.17 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value $362K Shares 1,843 Est. Cost $167.45 Unrealized
CORN TEUCRIUM COMMODITY TR 0.2%
Value $361K Shares 19,600 Est. Cost $18.40 Unrealized
IJR ISHARES TR 0.2%
Value $360K Shares 2,898 Est. Cost $107.55 Unrealized
PIMCO CORPORATE & INCOME OPP 0.2%
Value $360K Shares 29,828 Est. Cost $14.67 Unrealized
DES WISDOMTREE TR 0.2%
Value $355K Shares 9,886 Est. Cost $31.90 Unrealized
HYD VANECK ETF TRUST 0.2%
Value $355K Shares 7,073 Est. Cost $50.94 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.2%
Value $353K Shares 9,989 Est. Cost $35.13 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $349K Shares 2,623 Est. Cost $155.31 Unrealized
ITA ISHARES TR 0.2%
Value $346K Shares 1,580 Est. Cost $153.55 Unrealized
IEMG ISHARES INC 0.2%
Value $343K Shares 4,914 Est. Cost $59.04 Unrealized
KAPR INNOVATOR ETFS TRUST 0.2%
Value $341K Shares 9,409 Est. Cost $32.39 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $330K Shares 3,557 Est. Cost $78.33 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value $328K Shares 2,618 Est. Cost $89.06 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.2%
Value $327K Shares 9,725 Est. Cost $35.57 Unrealized 0.0%
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $326K Shares 8,279 Est. Cost $34.56 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value $321K Shares 2,658 Est. Cost $93.39 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $317K Shares 10,340 Est. Cost $41.31 Unrealized
AMZN AMAZON COM INC 0.1%
Value $303K Shares 1,456 Est. Cost $197.14 Unrealized +15.1%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $288K Shares 7,111 Est. Cost $45.66 Unrealized
WMT WALMART INC 0.1%
Value $287K Shares 2,308 Est. Cost $73.83 Unrealized +65.3%
SPAB SPDR SERIES TRUST 0.1%
Value $280K Shares 10,922 Est. Cost $26.20 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.1%
Value $277K Shares 3,455 Est. Cost $73.34 Unrealized
NOBL PROSHARES TR 0.1%
Value $271K Shares 2,560 Est. Cost $94.79 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value $268K Shares 6,552 Est. Cost $39.88 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value $265K Shares 6,682 Est. Cost $44.66 Unrealized
KJAN INNOVATOR ETFS TRUST 0.1%
Value $265K Shares 6,361 Est. Cost $33.48 Unrealized
GOVT ISHARES TR 0.1%
Value $260K Shares 11,367 Est. Cost $23.33 Unrealized
OKE ONEOK INC NEW 0.1%
Value $259K Shares 2,867 Est. Cost $96.84 Unrealized -18.9%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $255K Shares 6,634 Est. Cost $47.01 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $250K Shares 3,188 Est. Cost $78.41 Unrealized
EMCB WISDOMTREE TR 0.1%
Value $248K Shares 3,780 Est. Cost $64.76 Unrealized
PBUS INVESCO EXCH TRADED FD TR II 0.1%
Value $247K Shares 3,793 Est. Cost $45.56 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value $237K Shares 2,792 Est. Cost $82.32 Unrealized
LLY ELI LILLY & CO 0.1%
Value $235K Shares 256 Est. Cost $724.06 Unrealized +44.6%
QEFA SPDR INDEX SHS FDS 0.1%
Value $234K Shares 2,509 Est. Cost $87.91 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value $234K Shares 2,421 Est. Cost $96.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $231K Shares 4,269 Est. Cost $54.08 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value $229K Shares 5,037 Est. Cost $40.58 Unrealized
CVMC MORGAN STANLEY ETF TRUST 0.1%
Value $227K Shares 3,544 Est. Cost $56.82 Unrealized
GOOG ALPHABET INC 0.1%
Value $223K Shares 778 Est. Cost $169.82 Unrealized +90.6%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value $221K Shares 1,333 Est. Cost $156.63 Unrealized
RWR SPDR SERIES TRUST 0.1%
Value $220K Shares 2,178 Est. Cost $95.32 Unrealized
GOOGL ALPHABET INC 0.1%
Value $219K Shares 761 Est. Cost $272.89 Unrealized +18.5%
SPTS SPDR SERIES TRUST 0.1%
Value $216K Shares 7,417 Est. Cost $29.18 Unrealized
IYH ISHARES TR 0.1%
Value $214K Shares 3,470 Est. Cost $58.72 Unrealized
META META PLATFORMS INC 0.1%
Value $212K Shares 370 Est. Cost $593.36 Unrealized +10.5%
CREDIT SUISSE HIGH YIELD CRE 0.1%
Value $211K Shares 110,898 Est. Cost $2.18 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $208K Shares 448 Est. Cost $337.96 Unrealized
CVIE MORGAN STANLEY ETF TRUST 0.1%
Value $205K Shares 2,826 Est. Cost $68.23 Unrealized
IAPR INNOVATOR ETFS TRUST 0.1%
Value $205K Shares 6,481 Est. Cost $31.67 Unrealized
BALT INNOVATOR ETFS TRUST 0.1%
Value $204K Shares 6,103 Est. Cost $33.51 Unrealized
IUSV ISHARES TR 0.1%
Value $204K Shares 1,993 Est. Cost $99.95 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $203K Shares 981 Est. Cost $147.27 Unrealized +16.7%
QUAL ISHARES TR 0.1%
Value $202K Shares 1,052 Est. Cost $194.50 Unrealized
T AT&T INC 0.1%
Value $201K Shares 6,948 Est. Cost $20.56 Unrealized +25.3%
AGNC AGNC INVT CORP 0.1%
Value $181K Shares 18,090 Est. Cost $9.92 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.1%
Value $138K Shares 13,400 Est. Cost $11.68 Unrealized
F FORD MTR CO 0.1%
Value $138K Shares 11,944 Est. Cost $10.44 Unrealized +31.6%
INVESCO MUN OPPORTUNIT TR 0.0%
Value $105K Shares 11,000 Est. Cost $11.46 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.0%
Value $104K Shares 15,000 Est. Cost $6.80 Unrealized
ALLSPRING INCOME OPPORTUNIT 0.0%
Value $100K Shares 15,440 Est. Cost $7.95 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $77,587 Shares 10,290 Est. Cost $8.11 Unrealized
MFS INTER HIGH INCOME FD 0.0%
Value $46,123 Shares 28,473 Est. Cost $2.43 Unrealized
WEAT TEUCRIUM COMMODITY TR 0.0%
Value $45,773 Shares 1,942 Est. Cost $23.57 Unrealized
CORN TEUCRIUM COMMODITY TR 0.0%
Value $40,590 Shares 2,206 Est. Cost $18.40 Unrealized