Waterfront Wealth Inc. Portfolio Holdings
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
Waterfront Wealth Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $459 Million distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $15.5M, Apple Inc. with a value of $12.9M, Black Rock Enhanced International Dividend Trust with a value of $11.8M, Dimensional ETF Tr U S Core Eq with a value of $11.4M, and Royce Value Trust, Inc. with a value of $11M.
Examining the 13F form we can see an increase of $42.1M in the current position value, from $417M to 459M.
Below you can find more details about Waterfront Wealth Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $459 Million
- Prior Value $417 Million
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 22 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks