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Portfolio (Quarterly) Guide ↗

Great Waters Wealth Management

· CIK 0001964535
13F Portfolio $1.1B AUM 128 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 42 Added 38 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STR SPDR DOW JONES IND Financial Services 1,030.0 $538K 0.05% NEW $522.57 +0.9%
2 INTC INTEL CORP Technology 2,798.0 $391K 0.04% NEW $139.61 -34.0%
3 BIV VANGUARD BD INDEX FDS 3,406.0 $261K 0.02% NEW $76.70 -1.5%
4 VUG VANGUARD INDEX FDS 2,652.0 $228K 0.02% NEW $86.14 +1.2%
5 VWO VANGUARD INTL EQUITY INDEX F 3,690.0 $220K 0.02% NEW $59.69 +0.6%
6 NVT NVENT ELEC PLC Industrials 1,281.0 $217K 0.02% NEW $169.61 -9.0%
7 C CITIGROUP INC Financial Services 1,443.0 $202K 0.02% NEW $139.96 -7.4%

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
Technology 39.2%
Healthcare 18.8%
Industrials 15.5%
Financial Services 6.6%
Consumer Cyclical 6.5%
Consumer Defensive 5.7%
Communication Services 2.7%
Basic Materials 2.0%
Utilities 1.7%
Real Estate 0.7%