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.
WATERSHED PRIVATE WEALTH LLC (CIK 1965271) reported $320.7M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($49.6M, 15.46%), AGG ($16.4M, 5.11%), NVDA ($16.4M, 5.10%), EFV ($14.8M, 4.61%), VTV ($14.6M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $49.6M | 15.46% | 75,889 | Added |
| 2 | AGG | ISHARES TR | $16.4M | 5.11% | 165,186 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $16.4M | 5.10% | 93,868 | Trimmed |
| 4 | EFV | ISHARES TR | $14.8M | 4.61% | 199,035 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $14.6M | 4.56% | 74,492 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $14.3M | 4.45% | 32,705 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $11.5M | 3.58% | 212,245 | Trimmed |
| 8 | DYNF | BLACKROCK ETF TRUST | $10.5M | 3.27% | 180,383 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $10.3M | 3.21% | 17,861 | Added |
| 10 | EFG | ISHARES TR | $8.6M | 2.69% | 77,526 | Added |
| 11 | QUAL | ISHARES TR | $8.4M | 2.63% | 43,932 | Trimmed |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $7.3M | 2.28% | 117,161 | Trimmed |
| 13 | LMUB | ISHARES TR | $6.3M | 1.98% | 127,016 | New |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $5.5M | 1.73% | 49,436 | Added |
| 15 | SHLD | GLOBAL X FDS | $5.3M | 1.66% | 75,001 | Trimmed |
| 16 | GOVT | ISHARES TR | $4.3M | 1.35% | 189,071 | New |
| 17 | META | META PLATFORMS INC | $4.2M | 1.32% | 7,392 | Added |
| 18 | VTEB | VANGUARD MUN BD FDS | $4.1M | 1.29% | 82,875 | Trimmed |
| 19 | MUB | ISHARES TR | $4.1M | 1.28% | 38,680 | Trimmed |
| 20 | TLH | ISHARES TR | $4.1M | 1.27% | 40,383 | Trimmed |
| 21 | AAPL | APPLE INC | $4.0M | 1.25% | 15,764 | Trimmed |
| 22 | GOOG | ALPHABET INC | $4.0M | 1.23% | 13,771 | Trimmed |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $3.9M | 1.21% | 80,476 | Added |
| 24 | VV | VANGUARD INDEX FDS | $3.8M | 1.18% | 12,610 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $3.7M | 1.17% | 5,274 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31