Terminal · Institutions

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

WATERSHED PRIVATE WEALTH LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WATERSHED PRIVATE WEALTH LLC (CIK 1965271) reported $355.1M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($67.9M, 19.13%), NVDA ($20.3M, 5.73%), AGG ($20.1M, 5.67%), VUG ($15.7M, 4.43%), DYNF ($15.1M, 4.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$67.9M19.13%90,706Added
2NVDANVIDIA CORPORATION$20.3M5.73%101,671Added
3AGGISHARES TR$20.1M5.67%203,469Added
4VUGVANGUARD INDEX FDS$15.7M4.43%182,632Added
5DYNFBLACKROCK ETF TRUST$15.1M4.26%222,462Added
6VTVVANGUARD INDEX FDS$12.5M3.52%57,299Trimmed
7QQQINVESCO QQQ TR$11.9M3.35%16,129Trimmed
8EFGISHARES TR$11.6M3.27%93,224Added
9VWOVANGUARD INTL EQUITY INDEX F$10.6M2.98%177,470Trimmed
10EFVISHARES TR$10.1M2.85%131,984Trimmed
11DFATDIMENSIONAL ETF TRUST$8.0M2.25%114,095Trimmed
12LMUBISHARES TR$6.2M1.74%120,450Trimmed
13CATCATERPILLAR INC$5.6M1.58%5,254Trimmed
14SHLDGLOBAL X FDS$5.4M1.52%90,329Added
15SPMOINVESCO EXCH TRADED FD TR II$5.1M1.45%31,857Trimmed
16GOOGALPHABET INC$4.9M1.39%13,970Added
17GOVTISHARES TR$4.8M1.34%208,974Added
18MUBISHARES TR$4.5M1.27%41,773Added
19VVVANGUARD INDEX FDS$4.3M1.22%12,610Hold
20VTEBVANGUARD MUN BD FDS$4.3M1.22%85,950Added
21TLHISHARES TR$4.3M1.21%42,775Added
22BNDXVANGUARD CHARLOTTE FDS$4.2M1.20%87,628Added
23METAMETA PLATFORMS INC$4.2M1.19%7,509Added
24SPYSTATE STR SPDR S&P 500 ETF T$4.0M1.12%5,309Hold
25AMZNAMAZON COM INC$3.8M1.06%15,820Trimmed

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