Riverwater Partners LLC - Portfolio overview

Riverwater Partners LLC has 252 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CLSE - TRUST FOR PROFESSIONAL MANAG, 4.49%
2. AVSE - AMERICAN CENTY ETF TR, 2.69%
3. IVV - ISHARES TR, 2.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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