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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
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD BD INDEX FDS 393,030.0 $28.9M 2.67% -17K -4.1% $73.41 -1.5%
2 IWM ISHARES TR 72,850.0 $21.9M 2.03% -5K -6.3% $300.45 -0.9%
3 DFIC DIMENSIONAL ETF TRUST 574,484.0 $21.4M 1.98% -47K -7.5% $37.26 +4.9%
4 DFAC DIMENSIONAL ETF TRUST 290,112.0 $12.9M 1.19% -4K -1.5% $44.36 +2.3%
5 DFAE DIMENSIONAL ETF TRUST 213,771.0 $8.6M 0.80% -23K -9.6% $40.21 -2.3%
6 MMM 3M CO Industrials 24,404.0 $4.0M 0.37% -125.0 -0.5% $161.91 +10.0%
7 VTEB VANGUARD MUN BD FDS 56,704.0 $2.9M 0.27% -395.0 -0.7% $50.58 -2.0%
8 SPGM SPDR INDEX SHS FDS 30,490.0 $2.6M 0.24% -1K -3.2% $85.67 +1.9%
9 SCHD SCHWAB STRATEGIC TR 77,319.0 $2.5M 0.23% -3K -4.2% $31.71 +9.8%
10 TSLA TESLA INC Consumer Cyclical 4,392.0 $1.8M 0.17% -64.0 -1.4% $420.60 -17.9%
11 HON HONEYWELL INTL INC Industrials 8,158.0 $1.8M 0.17% -9K -51.1% $223.90 -2.5%
12 ACWI ISHARES TR 11,623.0 $1.8M 0.17% -350.0 -2.9% $156.97 +1.9%
13 CORP PIMCO ETF TR 18,053.0 $1.7M 0.16% -557.0 -3.0% $96.90 -2.0%
14 SPLV INVESCO EXCH TRADED FD TR II 22,616.0 $1.7M 0.16% -579.0 -2.5% $74.90 +1.0%
15 SRLN SSGA ACTIVE ETF TR 37,787.0 $1.5M 0.14% -2K -4.0% $40.29 +0.6%
16 SCHA SCHWAB STRATEGIC TR 40,621.0 $1.5M 0.14% -2K -4.1% $36.13 -4.1%
17 SCHO SCHWAB STRATEGIC TR 55,352.0 $1.3M 0.12% -3K -4.8% $24.14 -0.2%
18 SCHM SCHWAB STRATEGIC TR 35,598.0 $1.3M 0.12% -1K -2.8% $36.87 -2.6%
19 SCHZ SCHWAB STRATEGIC TR 44,782.0 $1.0M 0.10% -558.0 -1.2% $23.13 -1.4%
20 IFLN INVESCO EXCH TRADED FD TR II 47,569.0 $870K 0.08% -962.0 -2.0% $18.29 -0.3%
Page 1 of 2  ·  38 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
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%