Breakwater Investment Management Portfolio Holdings
Breakwater Investment Management
- $258 Billion
- Q2 2025
Breakwater Investment Management has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 310 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 $36.6B, Schwab Strategic Tr Us Broad M with a value of $22.3B, Vanguard Star Fd Vanguard Tota with a value of $16.5B, Microsoft Corp with a value of $13.7B, and Vanguard Total International B with a value of $11.5B.
Examining the 13F form we can see an increase of $24.3B in the current position value, from $234B to 258B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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