Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DURANTE & WATERS, LLC (CIK 1666582) reported $138.2M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.6M, 25.80%), ITOT ($25.9M, 18.78%), FENI ($14.0M, 10.14%), AGG ($8.3M, 5.98%), SHY ($7.5M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.6M | 25.80% | 54,566 | Added |
| 2 | ITOT | ISHARES TR | $25.9M | 18.78% | 182,185 | Trimmed |
| 3 | FENI | FIDELITY COVINGTON TRUST | $14.0M | 10.14% | 376,535 | Added |
| 4 | AGG | ISHARES TR | $8.3M | 5.98% | 83,241 | Trimmed |
| 5 | SHY | ISHARES TR | $7.5M | 5.40% | 90,300 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $5.9M | 4.29% | 18,493 | Trimmed |
| 7 | SUB | ISHARES TR | $5.6M | 4.07% | 52,780 | Added |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 3.64% | 7 | Hold |
| 9 | MUB | ISHARES TR | $4.1M | 2.98% | 38,749 | Added |
| 10 | IQLT | ISHARES TR | $3.4M | 2.43% | 72,675 | Hold |
| 11 | NYF | ISHARES TR | $3.0M | 2.20% | 57,294 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 1.55% | 9,951 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $2.1M | 1.51% | 7,268 | Trimmed |
| 14 | IVE | ISHARES TR | $1.6M | 1.18% | 7,719 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.07% | 3,080 | Hold |
| 16 | AMZN | AMAZON COM INC | $1.4M | 1.04% | 6,911 | Hold |
| 17 | AAPL | APPLE INC | $1.4M | 1.03% | 5,632 | Trimmed |
| 18 | TSLA | TESLA INC | $1.2M | 0.85% | 3,165 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.1M | 0.81% | 6,397 | Hold |
| 20 | GOOG | ALPHABET INC | $936,598 | 0.68% | 3,265 | Hold |
| 21 | IVW | ISHARES TR | $938,813 | 0.68% | 8,300 | Hold |
| 22 | SLV | ISHARES SILVER TR | $888,546 | 0.64% | 13,040 | Hold |
| 23 | QQQ | INVESCO QQQ TR | $822,482 | 0.60% | 1,425 | Added |
| 24 | GLD | SPDR GOLD TR | $677,707 | 0.49% | 1,575 | Hold |
| 25 | IAU | ISHARES GOLD TR | $650,621 | 0.47% | 7,380 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31