Breakwater Investment Management has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $39.4B, Schwab Strategic Tr Us Broad M with a value of $22.8B, Vanguard Star Fd Vanguard Tota with a value of $17.5B, Microsoft Corp with a value of $14.3B, and Vanguard Total International B with a value of $11.9B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $258B to 271B.
Breakwater Investment Management is based out at Seattle, WA
Below you can find more details about Breakwater Investment Management portfolio as well as his latest detailed transactions.
