Collaborative Capital Advisors LLC
Collaborative Capital Advisors LLC reported 83 positions worth $158.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (29.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $46.6M | 29.44% | 62,277 | — | — | |
| ▸ 2 | IVV | SH | $19.9M | 12.55% | 26,540 | — | — | |
| ▸ 3 | GLD | SH | $9.2M | 5.82% | 25,019 | — | — | |
| ▸ 4 | EFA | SH | $8.3M | 5.22% | 79,551 | — | — | |
| ▸ 5 | XLK | SH | $4.3M | 2.72% | 22,596 | — | — | |
| ▸ 6 | VWO | SH | $3.9M | 2.46% | 65,257 | — | — | |
| ▸ 7 | IWM | SH | $3.9M | 2.45% | 12,933 | — | — | |
| ▸ 8 | XLE | SH | $3.8M | 2.40% | 71,648 | — | — | |
| ▸ 9 | AAPL | SH | $3.3M | 2.11% | 11,547 | — | — | |
| ▸ 10 | GOOGL | SH | $2.8M | 1.78% | 7,893 | — | — |
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Frequently Asked Questions
What stocks does Collaborative Capital Advisors LLC hold as of Q2 2026?
Collaborative Capital Advisors LLC reported 83 positions worth $158.4M in its Q2 2026 13F filing. Largest positions: SPY (29.4%), IVV (12.5%), GLD (5.8%), EFA (5.2%) and XLK (2.7%).
What did Collaborative Capital Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Collaborative Capital Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.