WATERSHED PRIVATE WEALTH LLC
Q2 2026 13F Holdings
- Locationoak brook, IL
- Num holdings
120
- Value ($000)
$355,065
- Date Filed 07/17/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $67.93M | 19 % | 90,706 | ||
NVIDIA CORPORATION | COM | 67066G104 | $20.34M | 6 % | 101,671 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $20.14M | 6 % | 203,469 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.73M | 4 % | 182,632 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $15.13M | 4 % | 222,462 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.49M | 4 % | 57,299 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.88M | 3 % | 16,129 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $11.6M | 3 % | 93,224 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.59M | 3 % | 177,470 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $10.1M | 3 % | 131,984 |
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