Waterfront Wealth Inc. — 13F holdings

Waterfront Wealth Inc. reported 298 holdings worth $645M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. AAPL APPLE INC — $17.0M (2.6%)
  2. BRK.B BERKSHIRE HATHAWAY INC DEL — $15.3M (2.4%)
  3. SGOV ISHARES TR — $15.1M (2.3%)
  4. AVUV AMERICAN CENTY ETF TR — $13.8M (2.1%)
  5. CSM PROSHARES TR — $12.2M (1.9%)
  6. DIMENSIONAL ETF TRUST — $11.5M (1.8%)
  7. VOO VANGUARD INDEX FDS — $10.9M (1.7%)
  8. DIMENSIONAL ETF TRUST — $10.5M (1.6%)
  9. XBGYX BLACKROCK ENHANCED INTL DIV — $10.3M (1.6%)
  10. GOOGL ALPHABET INC — $10.2M (1.6%)