13F Insight
DOSSIER · 13F-HR · Q2 2026

Waterfront Wealth Inc.

$645M in tracked AUM across 298 positions as of Q2 2026.

WW
CIK 0001775210 · last filed Jun 30, 2026
Total AUM
$645M
as of Q2 2026
Holdings
298
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Waterfront Wealth Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M54K2.6%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M31K2.4%03
SGOV
ISHARES TR
$15M150K2.3%04
AVUV
AMERICAN CENTY ETF TR
$14M111K2.1%05
CSM
PROSHARES TR
$12M141K1.9%06
DFAC
DIMENSIONAL ETF TRUST
$12M258K1.8%07
VOO
VANGUARD INDEX FDS
$11M16K1.7%08
DFAS
DIMENSIONAL ETF TRUST
$10M129K1.6%09
XBGYX
BLACKROCK ENHANCED INTL DIV
$10M1.8M1.6%10
GOOGL
ALPHABET INC
$10M29K1.6%

Filing history

2026Q2Jun 30
$645M▲ 18.5%
298 positionsView →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 positionsLocked
Showing 12 of 23