account_balance
Investment manager · 13F filer · SEC CIK 1992193
Waterway Wealth Management, LLC
Reported value$528Mas of Sep 30, 2026
Positions109 17 new, 4 sold out
Top 10 weight59.4%DLN alone is 11%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DLNWisdomtree Large Cap Dividend
11.0%
IVViShares Core S&P 500 ETF
10.7%
IWFiShares Russell 1000 Growth ETF
8.5%Trimmed −3%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
6.9%Trimmed −12%
BINCiShares Flexible Income Active ETF
4.8%New
IVEiShares S&P 500 Value ETF
3.9%
IEFAiShares Core MSCI EAFE ETF
3.9%
MUBiShares National Muni Bond ETF
3.6%Added +19%
FBNDFidelity Total Bond ETF
3.2%−12%
XYLDGlobal X S&P 500 Covered Call ETF
3.0%+30%
EFAiShares MSCI EAFE ETF
2.7%
NVDANVIDIA Corp
2.5%
DLNWisdomtree Large Cap Dividend
11.0%
IVViShares Core S&P 500 ETF
10.7%
IWFiShares Russell 1000 Growth ETF
8.5%−3%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
6.9%−12%
BINCiShares Flexible Income Active ETF
4.8%New
IVEiShares S&P 500 Value ETF
3.9%
IEFAiShares Core MSCI EAFE ETF
3.9%
MUBiShares National Muni Bond ETF
3.6%
FBND
XYLD
EFA2.7%
NVDABoxes 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
DLN Wisdomtree Large Cap Dividend 11.0% Held
IVV iShares Core S&P 500 ETF 10.7% Held
IWF iShares Russell 1000 Growth ETF 8.5% Trimmed −3%
PYLD Pimco Multisector Bond Active Exchange-Traded Fund 6.9% Trimmed −12%
BINC iShares Flexible Income Active ETF 4.8% New
IVE iShares S&P 500 Value ETF 3.9% Held
IEFA iShares Core MSCI EAFE ETF 3.9% Held
MUB iShares National Muni Bond ETF 3.6% Added +19%
FBND Fidelity Total Bond ETF 3.2% Trimmed −12%
XYLD Global X S&P 500 Covered Call ETF 3.0% Added +30%
EFA iShares MSCI EAFE ETF 2.7% Held
NVDA NVIDIA Corp 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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