COLLABORATIVE WEALTH MANAGMENT INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 45K | $379.45K |
 | AAPL | 21K | $5.35M |
 | AGNC | 18K | $181.44K |
 | EPD | 16K | $603.37K |
 | F | 12K | $137.83K |
 | MCD | 11K | $3.38M |
 | TOWN | 10K | $327.44K |
 | T | 7K | $201.42K |
 | UPS | 5K | $525.35K |
 | NVDA | 4K | $744.24K |
 | AFL | 4K | $427.87K |
 | OKE | 3K | $259.12K |
 | XOM | 3K | $476.31K |
 | TSLA | 3K | $1.00M |
 | WMT | 2K | $286.86K |
 | MSFT | 1K | $548.96K |
 | AMZN | 1K | $303.24K |
 | CVX | 981 | $202.97K |
 | BRK-B | 893 | $427.93K |
 | GOOG | 778 | $223.18K |
Cleveland-Cliffs Inc.
CLF
Shares Held
45K
Value
$379.45K
Apple Inc.
AAPL
Shares Held
21K
Value
$5.35M
AGNC Investment Corp.
AGNC
Shares Held
18K
Value
$181.44K
Enterprise Products Partners L.P.
EPD
Shares Held
16K
Value
$603.37K
Ford Motor Company
F
Shares Held
12K
Value
$137.83K
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.38M
TowneBank
TOWN
Shares Held
10K
Value
$327.44K
AT&T Inc.
T
Shares Held
7K
Value
$201.42K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$525.35K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$744.24K
Aflac Incorporated
AFL
Shares Held
4K
Value
$427.87K
ONEOK, Inc.
OKE
Shares Held
3K
Value
$259.12K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$476.31K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.00M
Walmart Inc.
WMT
Shares Held
2K
Value
$286.86K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$548.96K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$303.24K
Chevron Corporation
CVX
Shares Held
981
Value
$202.97K
Berkshire Hathaway Inc.
BRK-B
Shares Held
893
Value
$427.93K
Alphabet Inc.
GOOG
Shares Held
778
Value
$223.18K