WATERSHED PRIVATE WEALTH LLC
WATERSHED PRIVATE WEALTH LLC reported 120 positions worth $355.1M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: IVV (19.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $67.9M | 19.13% | 90,706 | — | — | |
| ▸ 2 | NVDA | SH | $20.3M | 5.73% | 101,671 | — | — | |
| ▸ 3 | AGG | SH | $20.1M | 5.67% | 203,469 | — | — | |
| ▸ 4 | VUG | SH | $15.7M | 4.43% | 182,632 | — | — | |
| ▸ 5 | DYNF | SH | $15.1M | 4.26% | 222,462 | — | — | |
| ▸ 6 | VTV | SH | $12.5M | 3.52% | 57,299 | — | — | |
| ▸ 7 | QQQ | SH | $11.9M | 3.35% | 16,129 | — | — | |
| ▸ 8 | EFG | SH | $11.6M | 3.27% | 93,224 | — | — | |
| ▸ 9 | VWO | SH | $10.6M | 2.98% | 177,470 | — | — | |
| ▸ 10 | EFV | SH | $10.1M | 2.85% | 131,984 | — | — |
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Frequently Asked Questions
What stocks does WATERSHED PRIVATE WEALTH LLC hold as of Q2 2026?
WATERSHED PRIVATE WEALTH LLC reported 120 positions worth $355.1M in its Q2 2026 13F filing. Largest positions: IVV (19.1%), NVDA (5.7%), AGG (5.7%), VUG (4.4%) and DYNF (4.3%).
What did WATERSHED PRIVATE WEALTH LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WATERSHED PRIVATE WEALTH LLC 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.