Waterfront Wealth Inc.

Q2 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    262

  • Value ($000)

    $446,049

  • Date Filed
    08/04/2025
  • Form type
    13F-HR
  • CIK
    0001775210
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$15.04M
3 %

30,952

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$10.46M
2 %

291,758

AAPL
AAPL

APPLE INC

COM
037833100
$10.36M
2 %

50,510

XBGYX
XBGYX

BLACKROCK ENHANCED INTL DIV

COM BENE INTER
092524107
$9.62M
2 %

1,662,228

ADX
ADX

ADAMS DIVERSIFIED EQUITY FD

COM
006212104
$9.57M
2 %

440,707

CBSH
CBSH

COMMERCE BANCSHARES INC

COM
200525103
$8.44M
2 %

135,758

JEF
JEF

JEFFERIES FINL GROUP INC

COM
47233W109
$7.99M
2 %

146,168

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$7.96M
2 %

87,356

EUFN
EUFN

ISHARES TR

MSCI EURO FL ETF
464289180
$7.73M
2 %

244,320

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.52M
2 %

15,117

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 262