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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLH ISHARES TR 42,775.0 $4.3M 1.21% +2K +5.9% $100.35 -3.0%
22 BNDX VANGUARD CHARLOTTE FDS 87,628.0 $4.2M 1.20% +7K +8.9% $48.43 -1.7%
23 META META PLATFORMS INC Communication Services 7,509.0 $4.2M 1.19% +117.0 +1.6% $563.26 +2.6%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,309.0 $4.0M 1.12% $746.77 +3.0%
25 AMZN AMAZON COM INC Consumer Cyclical 15,820.0 $3.8M 1.06% -268.0 -1.7% $238.33 +11.8%
26 XCEM COLUMBIA ETF TR II 63,731.0 $3.4M 0.95% -5K -7.8% $52.88 -3.3%
27 AAPL APPLE INC Technology 11,188.0 $3.2M 0.91% -5K -29.0% $289.37 +10.5%
28 TSLA TESLA INC Consumer Cyclical 7,037.0 $3.0M 0.83% $420.61 -17.1%
29 QUAL ISHARES TR 13,464.0 $3.0M 0.83% -30K -69.3% $219.44 +1.9%
30 VTI VANGUARD INDEX FDS 7,691.0 $2.8M 0.80% +68.0 +0.9% $370.02 +2.5%
31 SPDW SPDR INDEX SHS FDS 53,830.0 $2.7M 0.76% $50.39 +2.9%
32 VEA VANGUARD TAX-MANAGED FDS 36,584.0 $2.6M 0.73% -9K -20.2% $71.25 +2.5%
33 BINC BLACKROCK ETF TRUST II 47,473.0 $2.5M 0.70% +2K +5.1% $52.34 -0.7%
34 OEF ISHARES TR 6,144.0 $2.2M 0.63% -647.0 -9.5% $365.87 +4.1%
35 MBB ISHARES TR 23,020.0 $2.2M 0.61% +552.0 +2.5% $94.52 -1.4%
36 IWF ISHARES TR 14,497.0 $1.8M 0.51% +11K +296.9% $124.17 -1.1%
37 DASH DOORDASH INC Communication Services 9,657.0 $1.8M 0.50% -4K -31.4% $184.53 +28.3%
38 V VISA INC Financial Services 4,852.0 $1.7M 0.47% $343.09 +11.2%
39 VO VANGUARD INDEX FDS 20,100.0 $1.6M 0.46% +15K +277.0% $80.57 +2.4%
40 IEMG ISHARES INC 18,921.0 $1.6M 0.44% +318.0 +1.7% $82.84 -1.2%
Page 2 of 6  ·  120 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%