Waterway Wealth Management, LLC Portfolio Holdings

Waterway Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $331 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $50.2B, Wisdomtree Tr U.S Largecap Div with a value of $49.3B, Ishares Short Term National Mu with a value of $24.5B, Ishares Tr Msci Eafe ETF with a value of $22.9B, and Ishares Russell 1000 Gr ETF with a value of $22.7B.

Examining the 13F form we can see an increase of $90.6B in the current position value, from $240B to 331B.

Waterway Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Waterway Wealth Management, LLC portfolio as well as his latest detailed transactions.