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Teresa Douberly

Wealthcollab, Llc

Assets Managed
$242.835M
Holdings
977
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.65%(2Q avg: 5.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcollab, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 977 positions.

Assets under management

The assets under management (AUM) of Wealthcollab, Llc 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 242.835M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 5.76%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SSRM
Ssr Mining Inc
Recent Activity
12.43%
$30.179M
1.027M shares@ $29.38 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 10.1%
9.17%
$22.247M
69,346 shares@ $320.81 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 4.6%
7.55%
$18.313M
237,498 shares@ $77.11 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 0.69%
5.12%
$12.409M
143,229 shares@ $86.65 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 4.68%
4.74%
$11.502M
104,118 shares@ $110.48 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 7.32%
4.39%
$10.639M
100,225 shares@ $106.16 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2.18%
3.85%
$9.332M
93,448 shares@ $99.87 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.36%
3.72%
$9.009M
122,344 shares@ $73.65 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 8.43%
3%
$7.284M
82,125 shares@ $88.71 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 14.57%
2.7%
$6.535M
84,675 shares@ $77.19 avg price

1-10 of 977