Watershed Private Wealth LLC Reduced Holdings in Q3 2025

Watershed Private Wealth LLC

  • $316 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-57K
- 72.05%
$106.99 - $114.46 $6.1M - $6.53M
22.1K $2.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-9.47K
- 11.31%
$182.33 - $194.5 $1.73M - $1.84M
74.3K $14.4B
MUB
Ishares National Muni Bond ETF

ETFs
-8.15K
- 14.39%
$103.24 - $106.68 $841K - $869K
48.5K $5.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.8K
- 15.36%
$48.5 - $50.19 $764K - $791K
86.8K $4.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.23K
- 11.01%
$546.99 - $602.2 $1.22M - $1.34M
18K $10.8B
EFV
Msci Eafe Value ETF

ETFs
-18.4K
- 8.13%
$62.79 - $68.42 $1.16M - $1.26M
208K $14.1B
CRM
Salesforce, Inc.

Technology
-366
- 12.0%
$231.66 - $273.65 $84.8K - $100K
2.69K $636M
XCEM
Columbia ETF Tr Ii

ETFs
-9.37K
- 11.66%
$33.85 - $36.86 $317K - $345K
71K $2.58B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.36K
- 24.27%
$28.15 - $30.13 $179K - $192K
19.8K $588M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.19K
- 28.76%
$108.46 - $120.63 $129K - $144K
2.95K $350M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.59K
- 13.59%
$42.67 - $46.91 $153K - $168K
22.8K $1.07B
VEA
Vanguard Ftse Developed Market

ETFs
-2.79K
- 5.68%
$56.02 - $60.3 $156K - $168K
46.4K $2.78B
DFIV
Dimensional ETF Tr

ETFs
-2.4K
- 8.46%
$42.66 - $46.53 $102K - $111K
25.9K $1.2B
TT
Trane Technologies PLC

Industrials
-2
- 0.2%
$398.96 - $472.54 $798 - $945
1.02K $430M
SPMD
Spdr Portfolio

ETFs
-992
- 6.61%
$54.43 - $58.29 $54K - $57.8K
14K $802M
IDEV
Ishares Core Msci Intl Develop

ETFs
-415
- 8.76%
$74.68 - $80.26 $31K - $33.3K
4.32K $347M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-523
- 5.12%
$54.85 - $58.99 $28.7K - $30.9K
9.69K $553M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-129
- 3.43%
$85.01 - $90.35 $11K - $11.7K
3.63K $325M
HEFA
Ishares Currency Hedged Msci E

ETFs
-217
- 3.64%
$37.2 - $39.61 $8.07K - $8.6K
5.75K $228M
IEV
Ishares Tr Europe ETF

ETFs
-16
- 0.47%
$61.37 - $65.49 $982 - $1.05K
3.42K $224M
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.37%
$291.67 - $316.99 $875 - $951
814 $247M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-46
- 0.19%
$20.76 - $21.78 $955 - $1K
24.1K $519M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4
- 0.28%
$192.76 - $203.86 $771 - $815
1.42K $290M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.03%
$87.29 - $93.61 $87.3 - $93.6
3.22K $301M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-69
- 2.04%
$61.93 - $68.12 $4.27K - $4.7K
3.32K $223M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-28
- 0.35%
$64.17 - $68.19 $1.8K - $1.91K
7.92K $540M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.1K
- 6.7%
$110.74 - $122.12 $232K - $256K
29.2K $3.53B
NEE
Nextera Energy Inc

Utilities
-23
- 0.67%
$69.77 - $77.54 $1.6K - $1.78K
3.39K $256M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.43%
$567.09 - $607.37 $1.7K - $1.82K
702 $418M
VO
Vanguard Mid Cap ETF

ETFs
-271
- 3.81%
$279.83 - $293.74 $75.8K - $79.6K
6.85K $2.01B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.44K
- 2.81%
$21.69 - $23.34 $31.2K - $33.6K
49.8K $1.16B
WMT
Walmart Inc.

Consumer Defensive
-11
- 0.19%
$94.4 - $104.27 $1.04K - $1.15K
5.8K $598M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-163
- 1.69%
$62.54 - $68.42 $10.2K - $11.2K
9.51K $642M
IVE
Ishares S&P 500 Value ETF

ETFs
-38
- 0.97%
$194.44 - $206.51 $7.39K - $7.85K
3.9K $804M
RTX
Raytheon Technologies Corp

Industrials
-4
- 0.23%
$144.19 - $167.33 $577 - $669
1.71K $287M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-47
- 0.52%
$63.41 - $69.69 $2.98K - $3.28K
9.04K $619M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 1.11%
$357.4 - $423.42 $5K - $5.93K
1.25K $506M
JNJ
Johnson & Johnson

Healthcare
-6
- 0.44%
$155.17 - $185.42 $931 - $1.11K
1.35K $251M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.27%
$459.11 - $506.91 $4.13K - $4.56K
3.3K $1.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-159
- 0.81%
$62.09 - $66.51 $9.87K - $10.6K
19.4K $1.27B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8
- 0.13%
$135.0 - $146.02 $1.08K - $1.17K
6.19K $901M
IVW
Ishares S&P 500 Growth ETF

ETFs
-232
- 2.65%
$108.97 - $121.65 $25.3K - $28.2K
8.51K $1.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-182
- 0.64%
$28.92 - $32.19 $5.26K - $5.86K
28.3K $903M
IEMG
Ishares Inc

ETFs
-364
- 1.93%
N/A
18.5K $1.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-73
- 0.38%
$72.65 - $78.68 $5.3K - $5.74K
19.2K $1.51B
VV
Vanguard Large Cap ETF

ETFs
-766
- 4.95%
$285.05 - $309.14 $218K - $237K
14.7K $4.53B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-406
- 0.69%
$39.8 - $42.86 $16.2K - $17.4K
58.2K $2.49B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.67%
$420.11 - $472.68 $10.5K - $11.8K
3.69K $1.73B
AVGO
Broadcom Inc.

Technology
-16
- 0.55%
$264.74 - $369.57 $4.24K - $5.91K
2.88K $951M
Activity Summary
Buys All Purchases 31 New Holdings 10 Increased Positions 21 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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