account_balance

Investment manager · 13F filer · SEC CIK 1965271

Watershed Private Wealth LLC

Reported value$373Mas of Sep 30, 2026
Positions116 9 new, 13 sold out
Top 10 weight58.4%IVV alone is 19%
FiledOct 3030 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 19.5% Added +5%
NVDA NVIDIA Corp 6.3% Added +2%
AGG iShares Tr 5.9% Added +14%
VUG Vanguard Index FDS 4.6% Added +5%
DYNF BlackRock ETF Trust 4.4% Added +6%
EFG iShares Tr 4.2% Added +39%
EFV iShares Tr 3.9% Added +38%
VTV Vanguard Index FDS 3.3% Held
VWO Vanguard Intl Equity Index F 3.2% Added +14%
QQQ Invesco QQQ Tr 3.1% Trimmed −3%
MUB iShares Tr 2.0% Added +75%
AAPL Apple Inc. 1.5% Added +46%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SHOP −28%
  • OEF −25%
  • AMZN −13%
  • SCHE −12%
remove_circleSold out
  • DFAT $7.98M
  • SPMO $5.15M
  • MBB $2.18M
  • NBIS $657K

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.

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