WATERSHED PRIVATE WEALTH LLC — 13F holdings

WATERSHED PRIVATE WEALTH LLC reported 120 holdings worth $355M in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

  1. IVV ISHARES TR — $67.9M (19.1%)
  2. NVDA NVIDIA CORPORATION — $20.3M (5.7%)
  3. AGG ISHARES TR — $20.1M (5.7%)
  4. VUG VANGUARD INDEX FDS — $15.7M (4.4%)
  5. DYNF BLACKROCK ETF TRUST — $15.1M (4.3%)
  6. VTV VANGUARD INDEX FDS — $12.5M (3.5%)
  7. QQQ Invesco Qqq Tr — $11.9M (3.3%)
  8. EFG ISHARES TR — $11.6M (3.3%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $10.6M (3.0%)
  10. EFV ISHARES TR — $10.1M (2.8%)