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Waterfront Wealth Inc.

Q2 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    298

  • Value ($000)

    $645,491

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$17.01M
3 %

53,949

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$15.29M
2 %

30,965

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$15.08M
2 %

149,801

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$13.76M
2 %

111,127

C
CSM

PROSHARES TR

LARGE CAP CRE
74347R248
$12.19M
2 %

140,866

D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$11.53M
2 %

258,449

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.9M
2 %

15,709

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$10.49M
2 %

129,369

X
XBGYX

BLACKROCK ENHANCED INTL DIV

COM BENE INTER
092524107
$10.3M
2 %

1,766,894

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.19M
2 %

28,543

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