Waterway Wealth Management, LLC - Portfolio overview

Waterway Wealth Management, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DLN - WISDOMTREE LARGE CAP DIVIDEND, 11.28%
2. IVV - ISHARES CORE S&P 500 ETF, 10.92%
3. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 10.86%

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

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