WATERSHED PRIVATE WEALTH LLC - Portfolio overview

WATERSHED PRIVATE WEALTH LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.09%
2. AGG - ISHARES TR, 4.99%
3. NVDA - NVIDIA CORPORATION, 4.98%

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

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