WATERSHED PRIVATE WEALTH LLC - Portfolio Stock Holdings
WATERSHED PRIVATE WEALTH LLC disclosed 126 stock positions in a recent SEC 13F filing. $355,094,304 of stock holdings were filed, with the largest holdings including IVV, NVDA, and AGG. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
126Est. Stock Holding Value:
$355,094,304Top Stock Holdings By Sector
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Portfolio Stock Holdings - WATERSHED PRIVATE WEALTH LLC
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