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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $526M AUM 273 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New
Page 11 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EVRG EVERGY INC Utilities 6,067.0 $464K 0.09% NEW $76.54 +6.4%
202 PFE PFIZER INC Healthcare 18,068.0 $464K 0.09% NEW $25.66 -1.6%
203 VTI VANGUARD INDEX FDS 1,308.0 $447K 0.09% NEW $341.95 +5.7%
204 VIG VANGUARD SPECIALIZED FUNDS 1,965.0 $441K 0.08% NEW $224.43 +2.2%
205 FTRI FIRST TR EXCHANGE TRADED FD 24,015.0 $430K 0.08% NEW $17.90 -4.2%
206 FVD FIRST TR EXCHANGE-TRADED FD 8,986.0 $428K 0.08% NEW $47.64 -0.9%
207 NOC NORTHROP GRUMMAN CORP Industrials 641.0 $428K 0.08% NEW $667.38 -18.2%
208 LRCX LAM RESEARCH CORP Technology 1,896.0 $417K 0.08% NEW $220.13 +25.8%
209 VRT VERTIV HOLDINGS CO Industrials 2,253.0 $415K 0.08% NEW $184.36 +82.5%
210 T AT&T INC Communication Services 17,442.0 $411K 0.08% NEW $23.58 +3.8%
211 EPD ENTERPRISE PRODS PARTNERS L Energy 12,283.0 $406K 0.08% NEW $33.02 +20.2%
212 DGRW WISDOMTREE TR 4,405.0 $402K 0.08% NEW $91.36 +4.6%
213 XLK SELECT SECTOR SPDR TR 2,683.0 $392K 0.07% NEW $146.18 +18.6%
214 IWR ISHARES TR 3,884.0 $391K 0.07% NEW $100.67 +2.8%
215 DIS DISNEY WALT CO Communication Services 3,494.0 $390K 0.07% NEW $111.63 -6.8%
216 GEV GE VERNOVA INC Utilities 576.0 $389K 0.07% NEW $674.71 +47.4%
217 FYC FIRST TR EXCHANGE-TRADED ALP 3,755.0 $384K 0.07% NEW $102.31 +8.2%
218 AFL AFLAC INC Financial Services 3,380.0 $367K 0.07% NEW $108.51 +8.9%
219 HD HOME DEPOT INC Consumer Cyclical 949.0 $364K 0.07% NEW $383.37 -22.0%
220 SCHD SCHWAB STRATEGIC TR 12,279.0 $359K 0.07% NEW $29.21 +9.2%
Page 11 of 14  ·  273 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.5%
Technology 18.9%
Healthcare 9.0%
Consumer Cyclical 8.3%
Communication Services 7.9%
Industrials 6.6%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.6%
Real Estate 1.3%