account_balance

Investment manager · 13F filer · SEC CIK 1666582

Durante & Waters, LLC

Reported value$155Mas of Sep 30, 2026
Positions37 6 new, 0 sold out
Top 10 weight83.2%IVV alone is 25%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 25.0% Held
ITOT iShares Tr 18.3% Held
FENI Fidelity Covington Trust 12.7% Held
AGG iShares Tr 5.5% Held
SHY iShares Tr 5.3% Held
VTI Vanguard Index FDS 4.2% Held
SUB iShares Tr 3.9% Held
Berkshire Hathaway Inc 3.4% Held
MUB iShares Tr 2.6% Added +3%
IQLT iShares Tr 2.3% Held
NYF iShares Tr 2.0% Held
GOOGL Alphabet Inc. 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist