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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $544.6B AUM 283 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 130 Added 53 Reduced 12 Exited
Page 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LNTH LANTHEUS HLDGS INC Healthcare 9,843.0 $747K 0.14% -9K -46.9% $75.85 +22.8%
182 SBRA SABRA HEALTH CARE REIT INC Real Estate 38,676.0 $744K 0.14% $19.23 +8.8%
183 PTON PELOTON INTERACTIVE INC Consumer Cyclical 170,963.0 $733K 0.14% NEW $4.29 +23.5%
184 DB DEUTSCHE BK AG Financial Services 24,601.0 $733K 0.14% +16K +177.6% $29.78 +5.3%
185 VOT VANGUARD INDEX FDS 2,835.0 $730K 0.13% $257.35 +10.4%
186 LRCX LAM RESEARCH CORP Technology 3,396.0 $726K 0.13% +2K +79.1% $213.66 +30.1%
187 GS GOLDMAN SACHS GROUP INC Financial Services 853.0 $722K 0.13% $845.99 +11.9%
188 META META PLATFORMS INC Communication Services 1,261.0 $722K 0.13% $572.17 +6.8%
189 AIRR FIRST TR EXCHANGE TRADED FD 6,512.0 $721K 0.13% +230.0 +3.7% $110.78 +12.8%
190 FLBL FRANKLIN TEMPLETON ETF TR 29,058.0 $668K 0.12% +4K +17.5% $23.00 +0.3%
191 GE GE AEROSPACE Industrials 2,323.0 $659K 0.12% $283.77 +0.8%
192 EWY ISHARES INC 5,282.0 $650K 0.12% -3K -37.4% $123.01 +43.2%
193 DFIV DIMENSIONAL ETF TRUST 11,387.0 $601K 0.11% $52.78 +4.9%
194 TDIV FIRST TR EXCHANGE TRADED FD 6,245.0 $585K 0.11% $93.66 +19.0%
195 VRT VERTIV HOLDINGS CO Industrials 2,250.0 $564K 0.10% $250.58 +35.6%
196 CMI CUMMINS INC Industrials 1,009.0 $543K 0.10% $537.80 +26.0%
197 PEP PEPSICO INC Consumer Defensive 3,380.0 $525K 0.10% +136.0 +4.2% $155.27 -4.0%
198 IBM INTERNATIONAL BUSINESS MACHS Technology 2,163.0 $524K 0.10% +15.0 +0.7% $242.38 -8.1%
199 ORCL ORACLE CORP Technology 3,552.0 $522K 0.10% +786.0 +28.4% $147.09 +26.8%
200 SCHA SCHWAB STRATEGIC TR 17,896.0 $520K 0.10% $29.08 +11.2%
Page 10 of 15  ·  283 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 34.3%
Technology 20.9%
Healthcare 9.3%
Consumer Cyclical 7.4%
Communication Services 7.2%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 4.6%
Basic Materials 4.3%
Real Estate 0.7%