WATERSHED PRIVATE WEALTH LLC
Q1 2026 13F Holdings
- Locationoak brook, IL
- Num holdings
111
- Value ($000)
$320,695
- Date Filed 04/17/2026
- Form type13F-HR
- CIK 0001965271
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $49.57M | 16 % | 75,889 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $16.4M | 5 % | 165,186 | ||
NVIDIA CORPORATION | COM | 67066G104 | $16.37M | 5 % | 93,868 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $14.8M | 5 % | 199,035 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $14.62M | 5 % | 74,492 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.29M | 5 % | 32,705 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $11.47M | 4 % | 212,245 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.49M | 3 % | 180,383 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.31M | 3 % | 17,861 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $8.63M | 3 % | 77,526 |
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