Breakwater Capital Group has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $614 Billion distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $21.1B, Invesco Exchange Traded Fd Tr with a value of $21B, Apple Inc. with a value of $18B, Invesco S&P 500 Equal Weight E with a value of $17.8B, and Ishares Russell 1000 Gr ETF with a value of $15.7B.
Examining the 13F form we can see an increase of $52.3B in the current position value, from $561B to 614B.
Breakwater Capital Group is based out at Paramus, NJ
Below you can find more details about Breakwater Capital Group portfolio as well as his latest detailed transactions.
