Waterfront Wealth Inc.: 13F holdings
CIK 17752102026Q2
| Positions | 298 |
|---|
| Reported value | $645.5m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 298 (+15 vs prior quarter) |
|---|
| Reported value | $645.5m (+18.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 53,949 | $17.0m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 30,965 | $15.3m | 2.4% |
| SGOV ISHARES TR | 149,801 | $15.1m | 2.3% |
| AVUV AMERICAN CENTY ETF TR | 111,127 | $13.8m | 2.1% |
| CSM PROSHARES TR | 140,866 | $12.2m | 1.9% |
| DIMENSIONAL ETF TRUST | 258,449 | $11.5m | 1.8% |
| VOO VANGUARD INDEX FDS | 15,709 | $10.9m | 1.7% |
| DIMENSIONAL ETF TRUST | 129,369 | $10.5m | 1.6% |
| XBGYX BLACKROCK ENHANCED INTL DIV | 1,766,894 | $10.3m | 1.6% |
| GOOGL ALPHABET INC | 28,543 | $10.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1775210")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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