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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEV ISHARES TR 3,306.0 $241K 0.07% -44.0 -1.3% $72.85 +3.3%
42 MA MASTERCARD INCORPORATED Financial Services 455.0 $234K 0.07% -333.0 -42.3% $513.60 +15.9%
Page 3 of 3  ·  42 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%