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Waterfront Wealth Inc.

Q1 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    283

  • Value ($000)

    $544,638

  • Date Filed
    04/30/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$14.77M
3 %

30,827

A
AAPL

APPLE INC

COM
037833100
$13.01M
2 %

51,267

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$11.64M
2 %

105,409

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$10.68M
2 %

106,121

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$10.12M
2 %

260,410

C
CSM

PROSHARES TR

LARGE CAP CRE
74347R248
$10.05M
2 %

134,277

X
XBGYX

BLACKROCK ENHANCED INTL DIV

COM BENE INTER
092524107
$9.54M
2 %

1,764,031

R
RVT

ROYCE SMALL CAP TRUST INC

COM
780910105
$9.37M
2 %

564,561

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$9.24M
2 %

129,928

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.91M
2 %

30,982

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