StockDriftsStockDriftsTop 50 Waterfront Wealth Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.64% | 53.9K | $17.0M | +5.23%(+2.68K) | $151.19(+101.99%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.37% | 31.0K | $15.3M | +0.45%(+138) | $231.83(+116.25%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.34% | 149.8K | $15.1M | +41.16%(+43.68K) | $100.59(-0.03%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.13% | 111.1K | $13.8M | +5.42%(+5.72K) | $90.90(+40.98%) | 2026-06-30 | |
| CSM | PROSHARES TR | 1.89% | 140.9K | $12.2M | +4.91%(+6.59K) | $52.20(+71.83%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.79% | 258.4K | $11.5M | -0.75%(-1.96K) | $26.33(+74.85%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.69% | 15.7K | $10.9M | +5.66%(+841) | $483.06(+47.53%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.63% | 129.4K | $10.5M | -0.43%(-559) | $59.59(+41.23%) | 2026-06-30 | |
| BGY | BLACKROCK ENHANCED INTL DIV | 1.6% | 1.77M | $10.3M | +0.16%(+2.86K) | $5.75(+1.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.58% | 28.5K | $10.2M | -7.87%(-2.44K) | $127.97(+169.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.16% | +44.90% | +5.99% | +33.79% |
| Top 20 Holdings Unweighted | +13.17% | +44.96% | +5.75% | +32.26% |
Waterfront Wealth Inc. reports $645.49M in US-listed equity holdings across 298 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.6%), BRK.B (2.4%) and SGOV (2.3%). The top 20 holdings account for 32.38% of reported assets. Its disclosed equity book has returned +44.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Waterfront Wealth Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1775210). View Waterfront Wealth Inc.’s 13F filings on SEC