account_balance
Investment manager · 13F filer · SEC CIK 2033384
Blue Water Asset Management
Reported value$309Mas of Sep 30, 2026
Positions113 7 new, 2 sold out
Top 10 weight61.1%PULS alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PULSPgim ETF Tr
10.7%
SPYMSPDR Series Trust
7.2%
XMHQInvesco Exchange Traded Fd T
7.1%
JCPBJ P Morgan Exchange Traded F
6.9%Added +2%
UITBVictory Portfolios II
6.7%Added +2%
USVMVictory Portfolios II
6.4%
RWLInvesco Exch Traded Fd Tr II
5.9%
EVSDMorgan Stanley ETF Trust
5.7%
VRPInvesco Exch Traded Fd Tr II
2.3%
HMOPHartford FDS Exchange Traded
2.2%
VEAVanguard Tax-Managed FDS
2.1%
JEPIJ P Morgan Exchange Traded F
2.0%
PULSPgim ETF Tr
10.7%
SPYMSPDR Series Trust
7.2%
XMHQInvesco Exchange Traded Fd T
7.1%
JCPBJ P Morgan Exchange Traded F
6.9%Added +2%
UITBVictory Portfolios II
6.7%Added +2%
USVMVictory Portfolios II
6.4%
RWLInvesco Exch Traded Fd Tr II
5.9%
EVSDMorgan Stanley ETF Trust
5.7%
VRP2.3%
HMOP2.2%
VEA2.1%
JEPI2.0%
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
PULS Pgim ETF Tr 10.7% Held
SPYM SPDR Series Trust 7.2% Held
XMHQ Invesco Exchange Traded Fd T 7.1% Held
JCPB J P Morgan Exchange Traded F 6.9% Added +2%
UITB Victory Portfolios II 6.7% Added +2%
USVM Victory Portfolios II 6.4% Held
RWL Invesco Exch Traded Fd Tr II 5.9% Held
EVSD Morgan Stanley ETF Trust 5.7% Held
VRP Invesco Exch Traded Fd Tr II 2.3% Held
HMOP Hartford FDS Exchange Traded 2.2% Trimmed −9%
VEA Vanguard Tax-Managed FDS 2.1% New
JEPI J P Morgan Exchange Traded F 2.0% Added +2%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VEA $6.46M
- ZSEP $1.44M
- PBSE $1.05M
- ZJUL $354K
arrow_upwardAdded
- PSEP +154%
- PBJL +74%
- AAPL +4%
- JPST +4%
arrow_downwardTrimmed
- GSIE −88%
- OCTP −14%
- PJAN −12%
- PBNV −10%
remove_circleSold out
- PBMR $491K
- VCLT $375K
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