Waterway Wealth Management, LLC Portfolio Holdings

Waterway Wealth Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S Largecap Div with a value of $42.7B, Ishares Tr Msci Eafe ETF with a value of $40.6B, Ishares Core S&P 500 ETF with a value of $37B, Pimco Multisector Bond Active Exchange Traded Fund with a value of $15.2B, and Dimensional ETF Tr Dimensional with a value of $13.5B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $227B to 240B.

Waterway Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Waterway Wealth Management, LLC portfolio as well as his latest detailed transactions.