Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Blue Water Asset Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Blue Water Asset Management (CIK 2033384) reported $309.8M across 108 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PULS ($32.8M, 10.60%), XMHQ ($22.4M, 7.23%), JCPB ($21.8M, 7.05%), SPLG ($21.6M, 6.98%), USVM ($21.2M, 6.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PULSPGIM ETF TR$32.8M10.60%662,688Trimmed
2XMHQINVESCO EXCHANGE TRADED FD T$22.4M7.23%198,483Added
3JCPBJ P MORGAN EXCHANGE TRADED F$21.8M7.05%465,341Added
4SPLGSPDR SERIES TRUST$21.6M6.98%246,155Added
5USVMVICTORY PORTFOLIOS II$21.2M6.86%193,408Added
6UITBVICTORY PORTFOLIOS II$21.1M6.81%450,385Added
7RWLINVESCO EXCH TRADED FD TR II$18.2M5.88%142,509Added
8EVSDMORGAN STANLEY ETF TRUST$17.7M5.72%348,359Added
9HMOPHARTFORD FDS EXCHANGE TRADED$8.1M2.61%206,678Trimmed
10GSIEGOLDMAN SACHS ETF TR$7.5M2.43%165,031Added
11VRPINVESCO EXCH TRADED FD TR II$7.3M2.35%298,914Added
12UTESETFIS SER TR I$6.4M2.07%78,357Added
13PJANINNOVATOR ETFS TRUST$6.2M2.01%126,053Trimmed
14JEPIJ P MORGAN EXCHANGE TRADED F$6.1M1.96%107,520Trimmed
15BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M1.93%8Hold
16PAPIMORGAN STANLEY ETF TRUST$5.7M1.84%213,607Added
17JPSTJ P MORGAN EXCHANGE TRADED F$5.7M1.83%111,837Trimmed
18PBJAPGIM ROCK ETF TR$5.2M1.67%159,830Hold
19JXNJACKSON FINANCIAL INC$3.8M1.23%37,169Trimmed
20PBNVPGIM ROCK ETF TR$3.5M1.14%114,178Trimmed
21PFEBINNOVATOR ETFS TRUST$2.5M0.82%58,772Trimmed
22PAPRINNOVATOR ETFS TRUST$2.3M0.73%53,683Trimmed
23PBDEPGIM ROCK ETF TR$2.1M0.69%69,013Trimmed
24ETNEATON CORP PLC$1.7M0.56%4,095Added
25JANWAIM ETF PRODUCTS TRUST$1.7M0.56%44,490Hold

Source: SEC Form 13F filings · as of 2026-06-30