Watershed Private Wealth LLC Portfolio Holdings

Watershed Private Wealth LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 111 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 $40.8B, Ishares Core U.S. Aggregate Bo with a value of $16.6B, Vanguard Growth ETF with a value of $13.6B, Ishares Msci Usa Quality Facto with a value of $13.4B, and Msci Eafe Value ETF with a value of $10.7B.

Examining the 13F form we can see an decrease of $6.3B in the current position value, from $256B to 250B.

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.