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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 4,852.0 $1.5M 0.46% -382.0 -7.3% $302.24 +11.2%
42 SPYM SPDR SERIES TRUST 18,624.0 $1.4M 0.44% -596.0 -3.1% $76.54 +12.1%
43 DFIV DIMENSIONAL ETF TRUST 25,744.0 $1.4M 0.42% -156.0 -0.6% $52.78 +2.1%
44 IJH ISHARES TR 19,923.0 $1.3M 0.42% +474.0 +2.4% $67.53 +12.8%
45 IEMG ISHARES INC 18,603.0 $1.3M 0.41% +593.0 +3.3% $69.75 +16.5%
46 BERKSHIRE HATHAWAY INC DEL 2,578.0 $1.2M 0.39% -785.0 -23.3% $479.20
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,226.0 $1.2M 0.38% -76.0 -5.8% $996.39 -4.4%
48 IEFA ISHARES TR 13,465.0 $1.2M 0.38% -545.0 -3.9% $90.53 +5.5%
49 LRCX LAM RESEARCH CORP Technology 5,636.0 $1.2M 0.38% -308.0 -5.2% $213.66 +77.4%
50 SCHF SCHWAB STRATEGIC TR 48,565.0 $1.2M 0.38% $24.75 +10.7%
51 IBIT ISHARES BITCOIN TRUST ETF Financial Services 26,702.0 $1.0M 0.32% +145.0 +0.6% $38.42 -11.9%
52 JPM JPMORGAN CHASE & CO Financial Services 3,428.0 $1.0M 0.31% -388.0 -10.2% $294.16 +11.9%
53 AVGO BROADCOM INC Technology 3,218.0 $996K 0.31% $309.51 +17.9%
54 IXC ISHARES TR 16,934.0 $976K 0.30% -5K -23.5% $57.61 -14.0%
55 IVW ISHARES TR 8,351.0 $945K 0.29% -159.0 -1.9% $113.11 +17.2%
56 GOOGL ALPHABET INC Communication Services 3,272.0 $941K 0.29% -204.0 -5.9% $287.53 +17.3%
57 SCHE SCHWAB STRATEGIC TR 27,988.0 $922K 0.29% -176.0 -0.6% $32.95 +7.8%
58 ITOT ISHARES TR 6,099.0 $869K 0.27% -82.0 -1.3% $142.43 +12.9%
59 VOO VANGUARD INDEX FDS 1,433.0 $856K 0.27% NEW $597.68 +12.1%
60 SCHG SCHWAB STRATEGIC TR 28,024.0 $816K 0.26% -283.0 -1.0% $29.13 +12.6%
Page 3 of 6  ·  111 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%