Great Waters Wealth Management - Portfolio Stock Holdings
Great Waters Wealth Management disclosed 132 stock positions in a recent SEC 13F filing. $1,111,861,620 of stock holdings were filed, with the largest holdings including DFUS, DFAX, and DFCF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,235,101,181 and has 42 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
132Est. Stock Holding Value:
$1,111,861,620Top Stock Holdings By Sector
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Portfolio Stock Holdings - Great Waters Wealth Management
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% of Portfolio
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