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

Waterfront Wealth Inc.

Waterfront Wealth's asset manager based in London, UK — $545M in tracked AUM across 283 positions as of Q1 2026.

WW
Waterfront Wealth·London, UK·Asset Manager
CIK 0001775210 · last filed Mar 31, 2026
Total AUM
$545M
▲ 2.2%
vs prior
Holdings
283
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · 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

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