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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 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPGM SPDR INDEX SHS FDS 30,490.0 $2.6M 0.24% -1K -3.2% $85.67 +1.9%
22 IWF ISHARES TR 20,022.0 $2.5M 0.23% +15K +298.1% $124.17 -1.9%
23 SCHD SCHWAB STRATEGIC TR 77,319.0 $2.5M 0.23% -3K -4.2% $31.71 +9.8%
24 EFA ISHARES TR 19,476.0 $2.0M 0.19% +127.0 +0.7% $103.88 +3.3%
25 MSFT MICROSOFT CORP Technology 5,313.0 $2.0M 0.18% +254.0 +5.0% $373.05 +29.0%
26 TER TERADYNE INC Technology 4,012.0 $1.9M 0.18% $483.84 -20.8%
27 IWD ISHARES TR 7,858.0 $1.9M 0.18% $242.44 +5.7%
28 TSLA TESLA INC Consumer Cyclical 4,392.0 $1.8M 0.17% -64.0 -1.4% $420.60 -17.9%
29 HON HONEYWELL INTL INC Industrials 8,158.0 $1.8M 0.17% -9K -51.1% $223.90 -2.5%
30 ACWI ISHARES TR 11,623.0 $1.8M 0.17% -350.0 -2.9% $156.97 +1.9%
31 SCHF SCHWAB STRATEGIC TR 65,198.0 $1.8M 0.17% $27.70 +1.9%
32 AMD ADVANCED MICRO DEVICES INC Technology 3,093.0 $1.8M 0.17% $580.91 -19.2%
33 CORP PIMCO ETF TR 18,053.0 $1.7M 0.16% -557.0 -3.0% $96.90 -2.0%
34 AMZN AMAZON COM INC Consumer Cyclical 7,280.0 $1.7M 0.16% +1K +18.3% $238.34 +9.1%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,812.0 $1.7M 0.16% +102.0 +6.0% $935.35 -0.2%
36 SPLV INVESCO EXCH TRADED FD TR II 22,616.0 $1.7M 0.16% -579.0 -2.5% $74.90 +1.0%
37 SCHG SCHWAB STRATEGIC TR 46,875.0 $1.6M 0.15% +2K +5.3% $33.84 +3.7%
38 SRLN SSGA ACTIVE ETF TR 37,787.0 $1.5M 0.14% -2K -4.0% $40.29 +0.6%
39 SCHA SCHWAB STRATEGIC TR 40,621.0 $1.5M 0.14% -2K -4.1% $36.13 -4.1%
40 SCHO SCHWAB STRATEGIC TR 55,352.0 $1.3M 0.12% -3K -4.8% $24.14 -0.2%
Page 2 of 7  ·  127 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%