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Portfolio (Quarterly) Guide ↗

WATERSHED PRIVATE WEALTH LLC

· CIK 0001965271
13F Portfolio $355M AUM 120 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 30 Added 42 Reduced 5 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 90,706.0 $67.9M 19.13% +15K +19.5% $748.89 +3.2%
2 NVDA NVIDIA CORPORATION Technology 101,671.0 $20.3M 5.73% +8K +8.3% $200.09 +8.7%
3 AGG ISHARES TR 203,469.0 $20.1M 5.67% +38K +23.2% $98.98 -1.5%
4 VUG VANGUARD INDEX FDS 182,632.0 $15.7M 4.43% +150K +458.4% $86.14 +2.8%
5 DYNF BLACKROCK ETF TRUST 222,462.0 $15.1M 4.26% +42K +23.3% $68.01 +2.3%
6 EFG ISHARES TR 93,224.0 $11.6M 3.27% +16K +20.2% $124.42 +0.5%
7 SHLD GLOBAL X FDS 90,329.0 $5.4M 1.52% +15K +20.4% $59.71 +10.9%
8 GOOG ALPHABET INC 13,970.0 $4.9M 1.39% +199.0 +1.4% $353.34
9 GOVT ISHARES TR 208,974.0 $4.8M 1.34% +20K +10.5% $22.78 -1.4%
10 MUB ISHARES TR 41,773.0 $4.5M 1.27% +3K +8.0% $107.62 -2.2%
11 VTEB VANGUARD MUN BD FDS 85,950.0 $4.3M 1.22% +3K +3.7% $50.58 -2.3%
12 TLH ISHARES TR 42,775.0 $4.3M 1.21% +2K +5.9% $100.35 -3.0%
13 BNDX VANGUARD CHARLOTTE FDS 87,628.0 $4.2M 1.20% +7K +8.9% $48.43 -1.7%
14 META META PLATFORMS INC Communication Services 7,509.0 $4.2M 1.19% +117.0 +1.6% $563.26 +2.6%
15 VTI VANGUARD INDEX FDS 7,691.0 $2.8M 0.80% +68.0 +0.9% $370.02 +2.5%
16 BINC BLACKROCK ETF TRUST II 47,473.0 $2.5M 0.70% +2K +5.1% $52.34 -0.7%
17 MBB ISHARES TR 23,020.0 $2.2M 0.61% +552.0 +2.5% $94.52 -1.4%
18 IWF ISHARES TR 14,497.0 $1.8M 0.51% +11K +296.9% $124.17 -1.1%
19 VO VANGUARD INDEX FDS 20,100.0 $1.6M 0.46% +15K +277.0% $80.57 +2.4%
20 IEMG ISHARES INC 18,921.0 $1.6M 0.44% +318.0 +1.7% $82.84 -1.2%
Page 1 of 2  ·  30 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 40.9%
Financial Services 27.7%
Industrials 9.4%
Consumer Cyclical 9.2%
Communication Services 8.4%
Healthcare 2.3%
Consumer Defensive 2.1%