Fund Holdings

Breakwater Capital Group

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BLACKROCK ETF TRUST II0333,556+333,556017,458,2962.10%+17,458,296
SPDR SERIES TRUST089,548+89,548010,655,2861.28%+10,655,286
ISHARES TR0135,818+135,81806,126,7450.74%+6,126,745
FIDELITY COVINGTON TRUST0117,082+117,08205,653,8900.68%+5,653,890
SPDR SERIES TRUST0158,652+158,65205,308,4830.64%+5,308,483
J P MORGAN EXCHANGE TRADED F439,064444,100+5,03626,923,37532,099,5733.85%+5,176,198
SPDR SERIES TRUST0140,249+140,24904,072,8230.49%+4,072,823
SPDR SERIES TRUST065,762+65,76203,792,5150.46%+3,792,515
ISHARES TR47,039189,130+142,09120,057,37023,484,3152.82%+3,426,945
SPDR SERIES TRUST050,245+50,24503,394,5330.41%+3,394,533
VANGUARD WORLD FD156,391158,867+2,47622,668,92225,966,7533.12%+3,297,831
SPDR SERIES TRUST019,656+19,65603,110,5620.37%+3,110,562
SPDR SERIES TRUST046,573+46,57302,831,1730.34%+2,831,173
INVESCO EXCHANGE TRADED FD T449,867446,062-3,80521,382,16924,100,7412.89%+2,718,572
JANUS DETROIT STR TR30,90680,613+49,7071,556,7354,070,1500.49%+2,513,415
ISHARES TR25,79525,487-30816,849,44119,087,1732.29%+2,237,732
BLACKROCK ETF TRUST II043,298+43,29802,178,9720.26%+2,178,972
WISDOMTREE TR(WT)046,237+46,23702,135,2250.26%+2,135,225
INVESCO EXCHANGE TRADED FD T98,26198,099-16218,858,27520,872,4702.51%+2,014,195
ISHARES TR61,25361,515+26213,087,89114,913,1581.79%+1,825,267
APPLE INC(AAPL)88,11583,246-4,86922,362,72724,088,0932.89%+1,725,366
VANECK ETF TRUST65,593122,499+56,9061,883,8443,581,8850.43%+1,698,041
SCHWAB STRATEGIC TR040,206+40,20601,595,3740.19%+1,595,374
ISHARES TR294,832306,866+12,03413,630,09815,205,2341.83%+1,575,136
VANGUARD INDEX FDS75,83575,479-35614,878,91416,449,0741.98%+1,570,160
SCHWAB STRATEGIC TR308,870326,127+17,2578,602,04310,142,5511.22%+1,540,508
MARVELL TECHNOLOGY INC(MRVL)11,3248,813-2,5111,121,6422,625,3050.32%+1,503,663
COLUMBIA ETF TR II168,362157,429-10,9336,870,8518,324,8431.00%+1,453,992
SPDR SERIES TRUST057,037+57,03701,451,0210.17%+1,451,021
SELECT SECTOR SPDR TR024,741+24,74101,326,3580.16%+1,326,358
SELECT SECTOR SPDR TR06,886+6,88601,311,9670.16%+1,311,967
AMERICAN CENTY ETF TR57,83761,865+4,0284,660,5375,969,3250.72%+1,308,788
VANGUARD INDEX FDS16,28215,978-3049,729,07810,973,5841.32%+1,244,506
ANGEL OAK FUNDS TRUST0112,254+112,25401,235,4000.15%+1,235,400
MICRON TECHNOLOGY INC(MU)1,6651,545-120562,5041,783,3780.21%+1,220,874
GMO ETF TRUST028,539+28,53901,187,7930.14%+1,187,793
SCHWAB STRATEGIC TR174,455190,984+16,5298,087,7569,274,2051.11%+1,186,449
NUVEEN MUN HIGH INCOME OPPOR(NMZ)0110,775+110,77501,170,8920.14%+1,170,892
ISHARES TR18,95419,355+4016,758,0647,925,6720.95%+1,167,608
INVESCO EXCHANGE TRADED FD T26,28429,037+2,7533,811,6994,940,3980.59%+1,128,699
DIMENSIONAL ETF TRUST118,401136,478+18,0774,612,9135,629,7320.68%+1,016,819
ISHARES TR011,740+11,7400969,1670.12%+969,167
ALPHABET INC(GOOG)16,79316,368-4254,817,2695,783,3410.69%+966,072
ISHARES TR29,32329,944+6215,624,4456,570,6120.79%+946,167
TRANE TECHNOLOGIES PLC(TT)12,64212,643+15,268,4276,209,7360.75%+941,309
VANGUARD WORLD FD10,34953,888+43,5393,802,6944,737,3170.57%+934,623
PGIM ETF TR30,47348,283+17,8101,559,6082,475,4690.30%+915,861
ISHARES TR359,635385,762+26,1279,609,45310,508,1671.26%+898,714
J P MORGAN EXCHANGE TRADED F012,917+12,9170872,9310.10%+872,931
DIMENSIONAL ETF TRUST154,294149,813-4,4815,520,6326,392,0680.77%+871,436
ISHARES TR29,96530,742+7773,389,3974,227,8950.51%+838,498
VANGUARD MALVERN FDS127,656143,329+15,6736,376,4017,199,4010.86%+823,000
ISHARES TR67,19669,519+2,3234,537,7715,360,6380.64%+822,867
ELI LILLY & CO(LLY)2,7372,741+42,517,4103,287,6380.39%+770,228
INVESCO EXCH TRADED FD TR II117,448118,700+1,2528,209,6208,978,4991.08%+768,879
AMAZON COM INC(AMZN)30,08829,435-6536,266,4577,015,5720.84%+749,115
PIMCO ETF TR426,503449,562+23,05911,174,38911,922,3851.43%+747,996
ISHARES TR27,65928,193+5343,438,3114,181,3290.50%+743,018
FIDELITY COVINGTON TRUST014,906+14,9060730,8410.09%+730,841
NVIDIA CORPORATION(NVDA)30,77030,471-2995,366,2526,096,8630.73%+730,611
CATERPILLAR INC(CAT)1,8991,946+471,345,3662,072,7700.25%+727,404
INTEL CORP(INTC)15,3419,954-5,387676,9851,389,8360.17%+712,851
ALPHABET INC(GOOG)9,8159,846+312,822,2853,518,5660.42%+696,281
ISHARES TR102,567100,714-1,8535,533,4906,203,9820.74%+670,492
SCHWAB STRATEGIC TR81,89186,975+5,0842,655,7253,310,2690.40%+654,544
GE AEROSPACE(GE)7,5947,513-812,154,9492,807,8330.34%+652,884
SELECT SECTOR SPDR TR03,502+3,5020648,6750.08%+648,675
INVESCO EXCHANGE TRADED FD T58,37758,931+5542,677,7533,286,5820.39%+608,829
JANUS DETROIT STR TR35,77033,997-1,7732,838,3863,441,7650.41%+603,379
APPLIED MATLS INC1,5621,563+1533,8761,130,0490.14%+596,173
STATE STR SPDR S&P MIDCAP 40(MDY)7,4327,297-1354,583,5875,132,0820.62%+548,495
ADVANCED MICRO DEVICES INC(AMD)1,4731,442-31299,652837,6720.10%+538,020
DOUBLELINE ETF TRUST010,475+10,4750530,8540.06%+530,854
WISDOMTREE TR(WT)79,81077,786-2,0245,364,8615,894,9400.71%+530,079
INVESCO EXCH TRADED FD TR II65,98865,396-5922,333,9962,858,4590.34%+524,463
GE VERNOVA INC(GEV)1,7471,743-41,524,9562,047,7810.25%+522,825
ISHARES TR41,68041,485-1954,641,9425,161,5800.62%+519,638
DIMENSIONAL ETF TRUST94,38591,641-2,7443,195,8763,684,8850.44%+489,009
PUTNAM ETF TRUST39,16345,216+6,0531,817,1632,303,7550.28%+486,592
FIDELITY COVINGTON TRUST011,987+11,9870486,4270.06%+486,427
JPMORGAN CHASE & CO(JPM)13,95214,004+524,104,1204,583,9290.55%+479,809
MORGAN STANLEY ETF TRUST08,855+8,8550449,0370.05%+449,037
INVESCO EXCH TRADED FD TR II141,409148,995+7,5867,956,0108,392,7991.01%+436,789
ISHARES INC19,64122,225+2,5841,658,4862,072,9260.25%+414,440
ISHARES TR7,23011,744+4,514643,4701,041,8840.13%+398,414
ISHARES TR5,0716,535+1,464813,7221,208,5800.15%+394,858
CITIGROUP INC(C)17,23016,762-4681,954,0652,346,0230.28%+391,958
ISHARES TR28,64232,705+4,0632,962,4523,341,1300.40%+378,678
VANGUARD INDEX FDS4,8635,204+3411,560,0991,925,6880.23%+365,589
CISCO SYS INC(CSCO)12,43311,280-1,153964,6761,324,9490.16%+360,273
SPDR SERIES TRUST03,210+3,2100346,1020.04%+346,102
NUVEEN MUN VALUE FD INC(NUV)156,270189,868+33,5981,404,8661,750,5830.21%+345,717
DIMENSIONAL ETF TRUST54,70354,889+1861,889,9892,230,6890.27%+340,700
BLACKROCK MUNIHLDGS NJ QLTY226,216239,996+13,7802,617,3192,954,3510.35%+337,032
GOLDMAN SACHS ETF TR06,457+6,4570332,1480.04%+332,148
TCW ETF TRUST08,373+8,3730328,3050.04%+328,305
VANECK ETF TRUST32,74538,688+5,9431,725,6622,048,5300.25%+322,868
KLA CORP(KLAC)01,060+1,0600319,8130.04%+319,813
FIDELITY COVINGTON TRUST56,31460,162+3,8482,094,8752,414,3110.29%+319,436
GOLDMAN SACHS ETF TR03,368+3,3680318,0070.04%+318,007
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