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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 909.0 $329K 0.03% $362.12 +21.3%
102 BSX BOSTON SCIENTIFIC CORP Healthcare 7,547.0 $322K 0.03% +2K +31.4% $42.68 +18.0%
103 MP MP MATERIALS CORP Basic Materials 5,741.0 $322K 0.03% $56.01 +7.2%
104 VTV VANGUARD INDEX FDS 1,448.0 $316K 0.03% +42.0 +3.0% $217.93 +3.9%
105 WFC WELLS FARGO & CO Financial Services 3,811.0 $315K 0.03% -121.0 -3.1% $82.64 +1.5%
106 ROK ROCKWELL AUTOMATION INC Industrials 634.0 $314K 0.03% $495.08 -11.7%
107 TGT TARGET CORP Consumer Defensive 2,186.0 $286K 0.03% -75.0 -3.3% $130.63 +26.6%
108 LNT ALLIANT ENERGY CORP Utilities 3,647.0 $278K 0.03% +200.0 +5.8% $76.29 -11.1%
109 VCSH VANGUARD SCOTTSDALE FDS 3,439.0 $272K 0.03% +75.0 +2.2% $79.02 -0.5%
110 PSO PEARSON PLC Communication Services 16,800.0 $267K 0.03% $15.89 +2.5%
111 BIV VANGUARD BD INDEX FDS 3,406.0 $261K 0.02% NEW $76.70 -1.7%
112 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 348.0 $245K 0.02% $704.14 -0.6%
113 FLRT PACER FDS TR 4,993.0 $233K 0.02% $46.63 +0.6%
114 SPYM SPDR SERIES TRUST 2,617.0 $230K 0.02% -54.0 -2.0% $87.87 +2.6%
115 VUG VANGUARD INDEX FDS 2,652.0 $228K 0.02% NEW $86.14 +1.6%
116 ORCL ORACLE CORP Technology 1,559.0 $228K 0.02% $146.51 -0.0%
117 VWO VANGUARD INTL EQUITY INDEX F 3,690.0 $220K 0.02% NEW $59.69 +1.3%
118 NVT NVENT ELEC PLC Industrials 1,281.0 $217K 0.02% NEW $169.61 -10.4%
119 QYLD GLOBAL X FDS 11,734.0 $216K 0.02% -1K -10.2% $18.43 -0.6%
120 PFFA ETFIS SER TR I 10,000.0 $206K 0.02% $20.57 +1.6%
Page 6 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 39.5%
Healthcare 19.0%
Industrials 15.6%
Financial Services 6.7%
Consumer Cyclical 6.5%
Consumer Defensive 5.7%
Basic Materials 2.0%
Communication Services 1.9%
Utilities 1.7%
Real Estate 0.8%