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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NEE	NEXTERA ENERGY INC	Utilities	4,323	$402K	0.12%	SOLD
2	CRWD	CROWDSTRIKE HLDGS INC	Technology	694	$271K	0.08%	SOLD
3	SNOW	SNOWFLAKE INC	Technology	1,592	$240K	0.07%	SOLD
4	AA	ALCOA CORP	Basic Materials	3,360	$223K	0.07%	SOLD
5	CSCO	CISCO SYS INC	Technology	2,864	$222K	0.07%	SOLD

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%