Watershed Private Wealth LLC Portfolio Holdings

Watershed Private Wealth LLC

  • $275 Billion
  • Q2 2025

Watershed Private Wealth LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.5B, Ishares Core U.S. Aggregate Bo with a value of $15.7B, Ishares Msci Usa Quality Facto with a value of $15.3B, Vanguard Growth ETF with a value of $14.7B, and Msci Eafe Value ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $24.6B in the current position value, from $250B to 275B.

Watershed Private Wealth LLC is based out at Oak Brook, IL

Below you can find more details about Watershed Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $232 Billion
Technology: $19.1 Billion
Financial Services: $6.29 Billion
Consumer Cyclical: $5.22 Billion
Industrials: $3.78 Billion
Communication Services: $1.72 Billion
Healthcare: $1.1 Billion
Consumer Defensive: $814 Million
Other: $727 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $275 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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