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Portfolio (Quarterly) Guide ↗

WATERSHED PRIVATE WEALTH LLC

· CIK 0001965271
13F Portfolio $321M AUM 111 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 20 Added 65 Reduced 15 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TLT ISHARES TR 3,257.0 $282K 0.09% -376.0 -10.3% $86.69 +0.8%
62 WFC WELLS FARGO & CO Financial Services 3,133.0 $249K 0.08% -25.0 -0.8% $79.61 +5.4%
63 ETN EATON CORP PLC Industrials 648.0 $232K 0.07% -153.0 -19.1% $357.67 +12.6%
64 IEV ISHARES TR 3,350.0 $228K 0.07% -67.0 -2.0% $67.94 +5.6%
65 CSCO CISCO SYS INC Technology 2,864.0 $222K 0.07% -362.0 -11.2% $77.59 +46.6%
Page 4 of 4  ·  65 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 38.2%
Financial Services 26.1%
Communication Services 15.1%
Consumer Cyclical 8.6%
Industrials 7.2%
Consumer Defensive 2.5%
Healthcare 1.5%
Utilities 0.5%
Basic Materials 0.3%