13F Insight
DOSSIER · 13F-HR · Q1 2026

Waterfront Wealth Inc.

$545M in tracked AUM across 283 positions as of Q1 2026.

WW
CIK 0001775210 · last filed Mar 31, 2026
Total AUM
$545M
as of Q1 2026
Holdings
283
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Waterfront Wealth Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M31K2.7%02
AAPL
APPLE INC
$13M51K2.4%03
AVUV
AMERICAN CENTY ETF TR
$12M105K2.1%04
SGOV
ISHARES TR
$11M106K2.0%05
DFAC
DIMENSIONAL ETF TRUST
$10M260K1.9%06
CSM
PROSHARES TR
$10M134K1.8%07
XBGYX
BLACKROCK ENHANCED INTL DIV
$10M1.8M1.8%08
RVT
ROYCE SMALL CAP TRUST INC
$9M565K1.7%09
DFAS
DIMENSIONAL ETF TRUST
$9M130K1.7%10
GOOGL
ALPHABET INC
$9M31K1.6%

Filing history

2026Q1Mar 31
$545M▲ 3.5%
283 positionsView →2025Q4Dec 31
$526M▲ 7.8%
273 positionsView →2025Q3Sep 30
$488M▲ 9.5%
268 positionsView →2025Q2Jun 30
$446M▲ 8.8%
262 positionsLocked2025Q1Mar 31
$410M▼ 0.1%
257 positionsLocked2024Q4Dec 31
$410M▲ 0.6%
255 positionsLocked2024Q3Sep 30
$408M▲ 10.7%
253 positionsLocked2024Q2Jun 30
$369M▲ 3.2%
245 positionsLocked2024Q1Mar 31
$357M▲ 5.4%
243 positionsLocked2023Q4Dec 31
$339M▲ 11.0%
248 positionsLocked2023Q3Sep 30
$306M▼ 9.2%
246 positionsLocked2023Q2Jun 30
$337M▲ 10.0%
251 positionsLocked
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