Waterfront Wealth Inc. - Portfolio overview

Waterfront Wealth Inc. has 299 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 2.65%
2. AAPL - APPLE INC, 2.33%
3. AVUV - AMERICAN CENTY ETF TR, 2.09%

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

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