DURANTE & WATERS, LLC — 13F holdings

DURANTE & WATERS, LLC reported 31 holdings worth $153M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. IVV ISHARES TR — $38.2M (25.0%)
2. ITOT ISHARES TR — $28.1M (18.4%)
3. FENI FIDELITY COVINGTON TRUST — $19.6M (12.8%)
4. AGG ISHARES TR — $8.97M (5.9%)
5. SHY ISHARES TR — $8.27M (5.4%)
6. VTI VANGUARD INDEX FDS — $6.47M (4.2%)
7. SUB ISHARES TR — $6.05M (4.0%)
8. BRK.A BERKSHIRE HATHAWAY INC DEL — $5.24M (3.4%)
9. MUB ISHARES TR — $4.22M (2.8%)
10. IQLT ISHARES TR — $3.62M (2.4%)