Waterfront Wealth Inc.

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Waterfront Wealth Inc. maintained a portfolio of 295 distinct positions. The most significant new addition to the portfolio was VOYA EMERGING MKTS H, which now represents 0.59% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 0.6%. The fund also reduced its exposure to BLACKROCK ENHANCED I by 21.6%.
PCA Score Concentration Risk
Risk ENB
Total Positions
295
Quarter
2026 Q1
Top Holding
BRK/B (2.7%)
Top 10 Concentration
19.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 295
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BRK/B
BERKSHIRE HATHA...
Financial Services 2.71% 2.80% #1
Prev: #1
3.6 174 0.6%
P
S
30,827 $14,772,298 2020 Q4 13F Filing 2026-03-31 2026-04-30
AAPL
APPLE INC
Technology 2.39% 2.41% #2 1
Prev: #3
3.0 1,127 2.2%
P
S
51,267 $13,011,097 2020 Q4 13F Filing 2026-03-31 2026-04-30
AVUV
AMERICAN CENTY ...
ETF 2.14% 1.98% #3 3
Prev: #6
3.9 9,789 10.2%
P
S
105,409 $11,644,482 2021 Q4 13F Filing 2026-03-31 2026-04-30
SGOV
ISHARES TR
Bond/Debt 1.96% 0.74% #4 31
Prev: #35
4.3 67,393 174.0%
P
S
106,121 $10,682,173 2023 Q2 13F Filing 2026-03-31 2026-04-30
DFAC
DIMENSIONAL ETF...
ETF 1.86% 2.30% #5 1
Prev: #4
1.7 -36,358 -12.3%
P
S
260,410 $10,119,533 2021 Q4 13F Filing 2026-03-31 2026-04-30
CSM
PROSHARES TR
ETF 1.84% 1.66% #6 5
Prev: #11
3.2 25,172 23.1%
P
S
134,277 $10,046,638 2020 Q4 13F Filing 2026-03-31 2026-04-30
BGY
BLACKROCK ENHAN...
Bond/Debt 1.75% 2.57% #7 5
Prev: #2
0.7 -487,145 -21.6%
P
S
1,764,031 $9,543,410 2021 Q1 13F Filing 2026-03-31 2026-04-30
RVT
ROYCE SMALL CAP...
Financial Services 1.72% 2.15% #8 3
Prev: #5
1.2 -78,095 -12.2%
P
S
564,561 $9,371,720 2021 Q1 13F Filing 2026-03-31 2026-04-30
DFAS
DIMENSIONAL ETF...
ETF 1.70% 1.76% #9 1
Prev: #8
1.2 5,680 4.6%
P
S
129,928 $9,241,746 2021 Q4 13F Filing 2026-03-31 2026-04-30
GOOGL
ALPHABET INC
Communication Services 1.64% 1.87% #10 3
Prev: #7
1.2 991 3.3%
P
S
30,982 $8,909,076 2020 Q4 13F Filing 2026-03-31 2026-04-30
VOO
VANGUARD INDEX ...
ETF 1.63% 1.56% #11 1
Prev: #12
2.7 1,982 15.4%
P
S
14,868 $8,884,515 2020 Q4 13F Filing 2026-03-31 2026-04-30
ADX
ADAMS DIVERSIFI...
Financial Services 1.53% 1.70% #12 2
Prev: #10
1.1 -5,623 -1.5%
P
S
379,693 $8,311,489 2021 Q1 13F Filing 2026-03-31 2026-04-30
TCAL
T ROWE PRICE ET...
ETF 1.41% 1.38% #13 2
Prev: #15
2.6 41,064 13.6%
P
S
343,154 $7,669,482 2025 Q3 13F Filing 2026-03-31 2026-04-30
BDJ
BLACKROCK ENHAN...
Financial Services 1.33% 1.40% #14
Prev: #14
2.5 59,268 7.6%
P
S
837,658 $7,220,616 2021 Q1 13F Filing 2026-03-31 2026-04-30
CBSH
COMMERCE BANCSH...
Financial Services 1.25% 1.41% #15 2
Prev: #13
1.0 -2,036 -1.5%
P
S
138,254 $6,802,091 2020 Q4 13F Filing 2026-03-31 2026-04-30
MSFT
MICROSOFT CORP
Technology 1.13% 1.35% #16
Prev: #16
2.5 1,428 9.4%
P
S
16,664 $6,168,526 2020 Q4 13F Filing 2026-03-31 2026-04-30
JEF
JEFFERIES FINAN...
Financial Services 1.11% 1.75% #17 8
Prev: #9
0.9 452 0.3%
P
S
146,608 $6,050,505 2020 Q4 13F Filing 2026-03-31 2026-04-30
AVDE
AMERICAN CENTY ...
Bond/Debt 1.10% 1.01% #18 1
Prev: #19
2.4 9,864 16.2%
P
S
70,636 $5,992,718 2021 Q4 13F Filing 2026-03-31 2026-04-30
JSI
JANUS DETROIT S...
Unknown 1.10% 0.95% #19 2
Prev: #21
2.9 20,835 21.9%
P
S
116,078 $5,983,821 2024 Q3 13F Filing 2026-03-31 2026-04-30
AVEM
AMERICAN CENTY ...
Bond/Debt 1.05% 0.93% #20 2
Prev: #22
2.9 12,052 20.4%
P
S
71,084 $5,727,919 2021 Q4 13F Filing 2026-03-31 2026-04-30
FNDF
SCHWAB STRATEGI...
Bond/Debt 1.04% 0.86% #21 6
Prev: #27
2.9 21,472 22.9%
P
S
115,386 $5,645,818 2020 Q4 13F Filing 2026-03-31 2026-04-30
DFAU
DIMENSIONAL ETF...
ETF 1.00% 1.04% #22 5
Prev: #17
2.4 7,059 6.2%
P
S
121,107 $5,464,353 2023 Q1 13F Filing 2026-03-31 2026-04-30
DUHP
DIMENSIONAL ETF...
ETF 0.96% 0.76% #23 9
Prev: #32
2.9 38,277 36.8%
P
S
142,358 $5,233,080 2023 Q1 13F Filing 2026-03-31 2026-04-30
BN
BROOKFIELD CORP
Financial Services 0.82% 0.99% #24 4
Prev: #20
0.8 -392 -0.4%
P
S
110,789 $4,483,633 2022 Q4 13F Filing 2026-03-31 2026-04-30
SPY
STATE STR SPDR ...
ETF 0.82% 0.91% #25 1
Prev: #24
0.8 -7 -0.1%
P
S
6,891 $4,481,391 2020 Q4 13F Filing 2026-03-31 2026-04-30
AMZN
AMAZON COM INC
Consumer Cyclical 0.81% 0.91% #26 3
Prev: #23
2.3 1,103 5.5%
P
S
21,292 $4,434,381 2021 Q3 13F Filing 2026-03-31 2026-04-30
DIHP
DIMENSIONAL ETF...
Bond/Debt 0.81% 0.86% #27 1
Prev: #28
0.8 1,869 1.4%
P
S
136,745 $4,405,924 2022 Q4 13F Filing 2026-03-31 2026-04-30
KKR
KKR & CO INC
Financial Services 0.77% 1.04% #28 10
Prev: #18
0.8 350 0.8%
P
S
45,446 $4,203,764 2020 Q4 13F Filing 2026-03-31 2026-04-30
PYPL
PAYPAL HLDGS IN...
Financial Services 0.76% 0.28% #29 74
Prev: #103
3.3 65,267 247.5%
P
S
91,639 $4,144,811 2022 Q2 13F Filing 2026-03-31 2026-04-30
HPE
HEWLETT PACKARD...
Technology 0.75% 0.65% #30 13
Prev: #43
2.3 10,830 6.8%
P
S
171,005 $4,071,635 2020 Q4 13F Filing 2026-03-31 2026-04-30
SUZ
SUZANO S A
Basic Materials 0.75% 0.75% #31 3
Prev: #34
0.8 8,866 2.2%
P
S
405,361 $4,057,664 2021 Q1 13F Filing 2026-03-31 2026-04-30
UPS
UNITED PARCEL S...
Industrials 0.74% 0.85% #32 3
Prev: #29
0.8 -497 -1.2%
P
S
40,826 $4,016,434 2020 Q4 13F Filing 2026-03-31 2026-04-30
DFIC
DIMENSIONAL ETF...
Bond/Debt 0.74% 0.89% #33 7
Prev: #26
0.8 -15,807 -12.3%
P
S
113,042 $4,016,379 2022 Q4 13F Filing 2026-03-31 2026-04-30
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.74% 0.77% #34 3
Prev: #31
0.8 2,233 2.2%
P
S
102,959 $4,011,300 2024 Q1 13F Filing 2026-03-31 2026-04-30
EUFN
ISHARES TR
ETF 0.73% 0.81% #35 5
Prev: #30
0.8 2,791 2.5%
P
S
114,422 $3,987,594 2020 Q4 13F Filing 2026-03-31 2026-04-30
DLS
WISDOMTREE TR
Bond/Debt 0.70% 0.90% #36 11
Prev: #25
0.8 -8,189 -14.8%
P
S
47,052 $3,834,715 2022 Q2 13F Filing 2026-03-31 2026-04-30
AVDV
AMERICAN CENTY ...
Bond/Debt 0.70% 0.76% #37 4
Prev: #33
0.8 -977 -2.5%
P
S
37,920 $3,786,718 2021 Q4 13F Filing 2026-03-31 2026-04-30
CRTO
CRITEO S A
Communication Services 0.69% 0.54% #38 16
Prev: #54
2.8 67,157 47.4%
P
S
208,923 $3,745,989 2020 Q4 13F Filing 2026-03-31 2026-04-30
AOD
ABRDN TOTAL DYN...
Bond/Debt 0.69% 0.74% #39 3
Prev: #36
0.8 18,364 4.7%
P
S
406,035 $3,739,587 2021 Q3 13F Filing 2026-03-31 2026-04-30
FNDA
SCHWAB STRATEGI...
Bond/Debt 0.67% 0.58% #40 9
Prev: #49
2.8 23,428 26.1%
P
S
113,071 $3,666,878 2020 Q4 13F Filing 2026-03-31 2026-04-30
FTCS
FIRST TR EXCHAN...
ETF 0.67% 0.73% #41 4
Prev: #37
0.8 -797 -2.0%
P
S
39,190 $3,635,256 2020 Q4 13F Filing 2026-03-31 2026-04-30
PAGS
PAGSEGURO DIGIT...
Technology 0.66% 0.71% #42 4
Prev: #38
2.3 21,156 6.3%
P
S
359,592 $3,603,112 2023 Q3 13F Filing 2026-03-31 2026-04-30
M
MACYS INC
Consumer Cyclical 0.66% 0.71% #43 4
Prev: #39
2.3 15,770 8.6%
P
S
198,657 $3,593,710 2020 Q4 13F Filing 2026-03-31 2026-04-30
XPER
XPERI INC
Technology 0.63% 0.56% #44 8
Prev: #52
2.8 122,168 24.7%
P
S
617,115 $3,455,844 2022 Q3 13F Filing 2026-03-31 2026-04-30
AVLC
AMERICAN CENTY ...
Bond/Debt 0.63% 0.62% #45 1
Prev: #46
2.3 4,210 10.4%
P
S
44,545 $3,454,465 2024 Q1 13F Filing 2026-03-31 2026-04-30
DFEM
DIMENSIONAL ETF...
ETF 0.60% 0.68% #46 5
Prev: #41
0.7 -6,560 -6.5%
P
S
94,191 $3,254,299 2022 Q4 13F Filing 2026-03-31 2026-04-30
CI
THE CIGNA GROUP
Healthcare 0.60% 0.62% #47 2
Prev: #45
0.7 396 3.4%
P
S
12,172 $3,246,940 2020 Q4 13F Filing 2026-03-31 2026-04-30
IHD
VOYA EMERGING M...
Financial Services 0.59% #48
Prev: #—
3.7 485,865 no change
NEW
485,865 $3,235,861 2026 Q1 13F Filing 2026-03-31 2026-04-30
SCHM
SCHWAB STRATEGI...
ETF 0.58% 0.56% #49 4
Prev: #53
2.2 10,997 12.1%
P
S
102,010 $3,158,241 2020 Q4 13F Filing 2026-03-31 2026-04-30
AVGO
BROADCOM INC
Technology 0.57% 0.10% #50 140
Prev: #190
3.2 8,365 505.7%
P
S
10,019 $3,100,981 2024 Q3 13F Filing 2026-03-31 2026-04-30
Showing 1-50 of 295 holdings

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