Breakwater Capital Group has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $677 Billion distributed in 352 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 $23.4B, Invesco Exchange Traded Fd Tr with a value of $23.1B, Apple Inc. with a value of $21.7B, Invesco S&P 500 Equal Weight E with a value of $18.4B, and Vanguard Mega Cap Value with a value of $18.1B.
Examining the 13F form we can see an increase of $63.7B in the current position value, from $614B to 677B.
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.
