WATERSHED PRIVATE WEALTH LLC: 13F holdings
CIK 19652712026Q2
| Positions | 120 |
|---|---|
| Reported value | $355.1m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 90,706 | $67.9m | 19.1% |
| NVDA NVIDIA CORPORATION | 101,671 | $20.3m | 5.7% |
| AGG ISHARES TR | 203,469 | $20.1m | 5.7% |
| VUG VANGUARD INDEX FDS | 182,632 | $15.7m | 4.4% |
| DYNF BLACKROCK ETF TRUST | 222,462 | $15.1m | 4.3% |
| VTV VANGUARD INDEX FDS | 57,299 | $12.5m | 3.5% |
| QQQ INVESCO QQQ TR | 16,129 | $11.9m | 3.3% |
| EFG ISHARES TR | 93,224 | $11.6m | 3.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 177,470 | $10.6m | 3.0% |
| EFV ISHARES TR | 131,984 | $10.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965271")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.