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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 13,794.0 $1.3M 0.38% +329.0 +2.4% $96.58 +3.7%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,265.0 $1.2M 0.33% +39.0 +3.2% $935.43 +0.7%
23 IBIT ISHARES BITCOIN TRUST ETF Financial Services 28,102.0 $936K 0.26% +1K +5.2% $33.29 +34.6%
24 IXUS ISHARES TR 7,157.0 $683K 0.19% +789.0 +12.4% $95.44 +2.0%
25 ORCL ORACLE CORP Technology 4,557.0 $668K 0.19% +3K +162.3% $146.55 +2.5%
26 ETHA ISHARES ETHEREUM TR Financial Services 52,796.0 $628K 0.18% +19K +55.6% $11.89 +57.7%
27 NFLX NETFLIX INC. Communication Services 7,910.0 $565K 0.16% +2K +32.0% $71.40 +14.0%
28 COIN COINBASE GLOBAL INC Financial Services 2,499.0 $365K 0.10% +400.0 +19.1% $146.19 +29.8%
29 CRWV COREWEAVE INC Technology 3,200.0 $319K 0.09% +500.0 +18.5% $99.54 -15.5%
30 SYSB ISHARES TR 3,539.0 $314K 0.09% +293.0 +9.0% $88.72 -1.7%
Page 2 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%