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Sandra Stickney

Collaborative Wealth Managment Inc.

Assets Managed
$217.837M
Holdings
160
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-23.22%(2Q avg: -4.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Collaborative Wealth Managment Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Collaborative Wealth Managment Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 217.837M in assets, with a quarterly growth rate of -23.22% and a 2-quarter average growth rate of -4.22%. The portfolio is managed by Sandra Stickney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 1260.62%
8.55%
$18.616M
376,767 shares@ $49.41 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 150.32%
6.46%
$14.067M
567,904 shares@ $24.78 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 303.6%
6.3%
$13.703M
132,483 shares@ $103.44 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 19.51%
6.11%
$13.303M
291,410 shares@ $45.65 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.48%
4.96%
$10.804M
97,800 shares@ $110.47 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 0.16%
4.76%
$10.368M
175,072 shares@ $59.23 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 12.35%
3.76%
$8.173M
101,429 shares@ $80.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -42.71%
2.87%
$6.246M
63,796 shares@ $97.91 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -44.89%
2.76%
$5.994M
105,937 shares@ $56.59 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -34.22%
2.53%
$5.504M
23,161 shares@ $237.63 avg price

1-10 of 160