Great Waters Wealth Management
Great Waters Wealth Management reported 127 positions worth $1.08B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DFUS (22.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $240.5M | 22.28% | 2,934,668 | — | — | |
| ▸ 2 | DFAX | SH | $186.2M | 17.25% | 5,054,079 | — | — | |
| ▸ 3 | DFCF | SH | $161.8M | 14.99% | 3,833,555 | — | — | |
| ▸ 4 | DFAS | SH | $94.7M | 8.77% | 1,150,130 | — | — | |
| ▸ 5 | DFSD | SH | $93.1M | 8.62% | 1,949,171 | — | — | |
| ▸ 6 | DFAT | SH | $62.1M | 5.75% | 888,357 | — | — | |
| ▸ 7 | BND | SH | $28.9M | 2.67% | 393,030 | — | — | |
| ▸ 8 | DFGR | SH | $27.6M | 2.55% | 951,736 | — | — | |
| ▸ 9 | IWM | SH | $21.9M | 2.03% | 72,850 | — | — | |
| ▸ 10 | DFIC | SH | $21.4M | 1.98% | 574,484 | — | — |
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Frequently Asked Questions
What stocks does Great Waters Wealth Management hold as of Q2 2026?
Great Waters Wealth Management reported 127 positions worth $1.08B in its Q2 2026 13F filing. Largest positions: DFUS (22.3%), DFAX (17.2%), DFCF (15.0%), DFAS (8.8%) and DFSD (8.6%).
What did Great Waters Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Great Waters Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.