WATERSHED PRIVATE WEALTH LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
119
Quarter
2025 Q4
Top Holding
IVV (13.8%)
Top 10 Concentration
52.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 119
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
IVV
ISHARES TR
ETF 13.80% 14.26% #1
Prev: #1
5.5 -279 -0.4%
P
S
67,156 $45,998,011 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 5.64% 5.47% #2
Prev: #2
4.3 7,896 8.5%
P
S
100,737 $18,787,436 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 5.41% 5.21% #3
Prev: #3
4.2 16,122 9.8%
P
S
180,419 $18,020,244 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 4.92% 3.82% #4 3
Prev: #7
4.1 21,119 32.6%
P
S
85,885 $16,403,139 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 4.59% 4.86% #5 1
Prev: #4
1.8 -722 -2.2%
P
S
31,368 $15,303,373 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
ETF 3.88% 4.46% #6
Prev: #6
1.6 -26,834 -12.9%
P
S
181,108 $12,932,900 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 3.60% 3.76% #7 2
Prev: #9
1.4 -3,957 -2.0%
P
S
197,237 $11,993,998 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES TR
ETF 3.57% 3.80% #8
Prev: #8
1.4 -1,440 -4.0%
P
S
34,708 $11,903,782 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 3.53% 3.11% #9 2
Prev: #11
3.5 37,446 20.6%
P
S
219,208 $11,784,621 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 3.21% 3.42% #10
Prev: #10
1.3 -553 -3.1%
P
S
17,447 $10,717,980 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 2.64% 4.56% #11 6
Prev: #5
1.2 -29,976 -40.4%
P
S
44,288 $8,796,575 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL ETF...
ETF 2.24% 2.26% #12
Prev: #12
2.9 2,678 2.2%
P
S
125,484 $7,471,336 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR
ETF 1.82% 2.04% #13
Prev: #13
0.7 -2,856 -4.6%
P
S
59,767 $6,076,496 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPMO
INVESCO EXCH TR...
Bond/Debt 1.76% 1.12% #14 7
Prev: #21
2.9 19,869 68.1%
P
S
49,051 $5,852,749 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 1.58% 1.63% #15 1
Prev: #14
2.6 734 1.5%
P
S
49,209 $5,270,743 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHLD
GLOBAL X FDS
ETF 1.46% 1.58% #16 1
Prev: #15
2.6 4,192 5.9%
P
S
75,336 $4,881,019 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.45% 1.42% #17
Prev: #17
2.6 1,206 19.7%
P
S
7,325 $4,834,858 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.42% 1.00% #18 5
Prev: #23
2.7 5,036 40.6%
P
S
17,436 $4,740,076 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 1.39% 1.43% #19 3
Prev: #16
0.6 -32 -0.2%
P
S
14,680 $4,621,264 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.35% 0.88% #20 5
Prev: #25
2.6 2,812 24.5%
P
S
14,301 $4,487,755 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 1.32% 1.37% #21 3
Prev: #18
2.5 379 0.4%
P
S
87,219 $4,386,250 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.14% 0.89% #22 2
Prev: #24
2.5 3,609 28.1%
P
S
16,446 $3,796,014 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.10% 0.85% #23 5
Prev: #28
2.6 2,352 45.1%
P
S
7,563 $3,657,604 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.09% 1.12% #24 4
Prev: #20
0.4 no change no change
P
S
5,327 $3,632,588 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 1.05% 1.07% #25 3
Prev: #22
2.4 3,955 5.8%
P
S
72,163 $3,486,912 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC
Communication Services 0.00% 0.08%
Sold All 😨
(Was: #99)
0.3 -1,077 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMNRD
BITMINE IMMERSI...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #106)
0.3 -4,477 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWX
SPDR INDEX SHS ...
ETF 0.00% 0.07%
Sold All 😨
(Was: #110)
0.3 -3,318 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #112)
0.3 -1,251 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 119 holdings

Unlock Full WATERSHED PRIVATE WEALTH LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics