WATERSHED PRIVATE WEALTH LLC - Portfolio Stock Holdings
WATERSHED PRIVATE WEALTH LLC disclosed 129 stock positions in a recent SEC 13F filing. $373,243,184 of stock holdings were filed, with the largest holdings including IVV, NVDA, and AGG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $413,695,756 and has 3 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:
129Est. Stock Holding Value:
$373,243,184Top Stock Holdings By Sector
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Portfolio Stock Holdings - WATERSHED PRIVATE WEALTH LLC
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% of Portfolio
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