Collaborative Wealth Management Inc. has submitted its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various securities, including well-known companies in the technology and finance sectors.

This report is crucial for investors and analysts as it reflects how Collaborative Wealth Management is allocating its assets. The company reported a total value of $237,513,775 across 175 different holdings. This transparency may influence investor sentiment and strategies within the wealth management industry.

Background

Collaborative Wealth Management Inc. is a Texas-based entity that operates in the financial services sector. The company is primarily engaged in wealth management and investment advisory services. It has been filing with the SEC under the CIK number 0001896419. The latest filing was made on November 6, 2026, following previous submissions in August and May of the same year.

What the Filing Says

The recent filing includes a summary of the company’s holdings, with a total of 175 positions reported. Notably, the filing states, "The report type is 13F HOLDINGS REPORT," indicating the nature of the disclosed information. The filing does not provide specific details about individual securities beyond their total values and quantities held.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management sector. By revealing its investment positions, Collaborative Wealth Management may influence how other firms approach their own investment strategies and transparency practices. The detailed holdings could also serve as a benchmark for investors looking to gauge market trends or identify potential investment opportunities.

What's Next

The filing does not specify what happens next for Collaborative Wealth Management. However, it is likely that the company will continue to monitor its investments and may provide further updates in future filings.