Waterfront Wealth Inc.
CIK 1775210
13F filing for Q2 2026・No. 3,357
- Holdings
- US$645.49M
- Quarter change
- +US$100.85M
- Entries
- 298
- Net bought (estimate)
- +US$39.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 11
- Cut 66
- Added 158
- Corporate actions 2
- Unchanged 48
Largest holdings
298 stocks worth US$645.49M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 53,949 | US$17.01M | 2.64% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 30,965 | US$15.29M | 2.37% |
| ISHARES TR0-3 MTH TREASURY | Added | 149,801 | US$15.08M | 2.34% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 111,127 | US$13.76M | 2.13% |
| PROSHARES TRLARGE CAP CRE | Added | 140,866 | US$12.19M | 1.89% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 258,449 | US$11.53M | 1.79% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 15,709 | US$10.9M | 1.69% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 129,369 | US$10.49M | 1.63% |
| BLACKROCK ENHANCED INTL DIVCOM BENE INTER | Added | 1,766,894 | US$10.3M | 1.60% |
| GOOGLAlphabetCAP STK CL A | Cut | 28,543 | US$10.19M | 1.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.