account_balance
Investment manager · 13F filer · SEC CIK 1775210
Waterfront Wealth Inc.
Reported value$627Mas of Sep 30, 2026
Positions299 19 new, 18 sold out
Top 10 weight20.3%AAPL alone is 3%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
The top 10 stocks are 20.3% of this fund. 289 other stocks make up the rest.
AAPL Apple Inc 2.7% Trimmed −6%BRKB Berkshire Hathaway Inc Del 2.7% HeldSGOV iShares Tr 2.3% Trimmed −4%AVUV American Centy ETF Tr 2.1% HeldCSM Proshares Tr 2.1% Added +4%VOO Vanguard Index FDS 1.8% HeldGOOGL Alphabet Inc 1.8% Added +14%MSFT Microsoft Corp 1.7% HeldBGY BlackRock Enhanced Intl Div 1.6% Added +3%AVLC American Centy ETF Tr 1.5% Held
289 other stocks79.7%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Jun 30, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed