Institutions / Waterfront Wealth Inc.
Waterfront Wealth Inc.
CIK 1775210 · Institution · as of Dec 31, 2025
Portfolio value
$526.32M
Positions
273
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 273 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $14.75M | 2.8% |
| BlackRock Enhanced International Dividend Trust | $13.52M | 2.6% |
| Apple Inc. | $12.67M | 2.4% |
| Dimensional ETF Trust | $12.11M | 2.3% |
| Royce Small-Cap Trust, Inc.RVT | $11.29M | 2.1% |
| American Centy ETF Tr | $10.39M | 2.0% |
| Alphabet Inc. | $9.85M | 1.9% |
| Dimensional ETF Trust | $9.27M | 1.8% |
| Jefferies Financial Group Inc. | $9.23M | 1.8% |
| Adams Diversified Equity Fund, Inc.ADX | $8.97M | 1.7% |
| ProShares Tr | $8.74M | 1.7% |
| Vanguard Index Fds | $8.20M | 1.6% |
| Commerce Bancshares Inc /Mo | $7.43M | 1.4% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $7.39M | 1.4% |
| T Rowe Price ETF Inc | $7.28M | 1.4% |
| Microsoft Corp | $7.12M | 1.4% |
| Dimensional ETF Trust | $5.45M | 1.0% |
| KKR & Co. Inc. | $5.45M | 1.0% |
| American Centy ETF Tr | $5.31M | 1.0% |
| Brookfield Corp | $5.23M | 1.0% |
| Janus Detroit Str Tr | $4.98M | 0.9% |
| American Centy ETF Tr | $4.90M | 0.9% |
| Amazon.com Inc | $4.80M | 0.9% |
| SPDR S&P 500 ETF Tr | $4.77M | 0.9% |
| WisdomTree Tr | $4.73M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.