Breakwater Investment Management - Portfolio overview

Breakwater Investment Management has 643 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 13.87%
2. SCHB - SCHWAB STRATEGIC TR, 7.93%
3. VXUS - VANGUARD STAR FDS, 6.52%

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

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