Breakwater Capital Group - Portfolio overview

Breakwater Capital Group has 396 reported holdings in this dataset, with the latest filing dated 2026-04-20.

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. JQUA - J P MORGAN EXCHANGE TRADED F, 3.58%
2. MGV - VANGUARD WORLD FD, 3.01%
3. AAPL - APPLE INC, 2.97%

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

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