Fund Holdings

Great Waters Wealth Management

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST3,114,2293,471,448+357,219132,541,604146,564,54715.51%+14,022,943
DIMENSIONAL ETF TRUST1,559,7971,783,924+224,12774,792,25785,414,2889.04%+10,622,031
DIMENSIONAL ETF TRUST4,847,4064,886,852+39,446158,655,588166,006,36317.57%+7,350,775
DIMENSIONAL ETF TRUST1,049,5861,096,574+46,98873,124,65977,999,2928.25%+4,874,633
DIMENSIONAL ETF TRUST823,389853,409+30,02049,024,56053,295,4045.64%+4,270,844
DIMENSIONAL ETF TRUST831,153888,367+57,21421,959,06423,612,7872.50%+1,653,723
DIMENSIONAL ETF TRUST2,685,5402,817,903+132,363199,186,507199,817,52821.15%+631,021
TRANE TECHNOLOGIES PLC(TT)5761,849+1,273224,179770,5520.08%+546,373
HONEYWELL INTL INC(HON)16,73116,687-443,264,1183,771,7180.40%+507,600
TERADYNE INC(TER)4,0124,0120776,5631,189,3980.13%+412,835
FIFTH THIRD BANCORP(FITB)07,560+7,5600351,2380.04%+351,238
CHEVRON CORP NEW(CVX)01,222+1,2220252,8550.03%+252,855
SCHWAB STRATEGIC TR81,14280,753-3892,225,7172,477,5160.26%+251,799
EXXON MOBIL CORP(XOM)01,461+1,4610247,8870.03%+247,887
UNITED NAT FOODS INC(UNFI)05,352+5,3520241,1610.03%+241,161
APPLIED MATLS INC0655+6550223,8720.02%+223,872
COSTCO WHSL CORP NEW(COST)1,7221,710-121,485,0001,704,1000.18%+219,100
NEXTERA ENERGY INC(NEE)02,288+2,2880212,5090.02%+212,509
SPDR SERIES TRUST02,671+2,6710204,4090.02%+204,409
MICRON TECHNOLOGY INC(MU)3,3453,319-26954,6981,121,2930.12%+166,595
SOLSTICE ADVANCED MATLS INC(SOLS)4,2314,2310205,542322,2650.03%+116,723
JOHNSON & JOHNSON(JNJ)2,1062,157+51435,931527,1930.06%+91,262
PFIZER INC(PFE)25,52525,513-12635,571716,4000.08%+80,829
LAM RESEARCH CORP(LRCX)1,8811,8810321,968401,8890.04%+79,921
ENTEGRIS INC(ENTG)2,3792,3790200,431278,9140.03%+78,483
TORO CO4,9474,9470389,428462,2480.05%+72,820
CATERPILLAR INC(CAT)5105100292,193361,3540.04%+69,161
ROSS STORES INC(ROST)1,5531,5530279,757336,4260.04%+56,669
XCEL ENERGY INC(XEL)10,52510,458-67777,355830,7950.09%+53,440
VANGUARD MUN BD FDS55,70457,099+1,3952,801,3522,848,6660.30%+47,314
ALTRIA GROUP INC(MO)5,4375,438+1313,525358,8270.04%+45,302
WALMART INC(WMT)3,5173,5170391,811437,0800.05%+45,269
SFL CORPORATION LTD15,00015,0000117,150161,8500.02%+44,700
INVESCO QQQ TR9031,031+128554,722595,0730.06%+40,351
TARGET CORP(TGT)2,4232,261-162236,844274,0270.03%+37,183
MCKESSON CORP(MCK)992982-10813,728849,7840.09%+36,056
PEPSICO INC(PEP)2,8372,838+1407,225440,7300.05%+33,505
INVESCO EXCH TRADED FD TR II23,30223,195-1071,664,2241,696,5170.18%+32,293
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,1141,096-18338,533370,3930.04%+31,860
VANGUARD SCOTTSDALE FDS18,18018,713+5331,067,7041,095,4520.12%+27,748
ISHARES TR7,8507,841-91,651,1991,675,2960.18%+24,097
COLGATE PALMOLIVE CO(CL)7,3057,048-257577,241600,7010.06%+23,460
ALLIANT ENERGY CORP(LNT)3,4473,4470224,089247,3570.03%+23,268
AMGEN INC(AMGN)9069060296,543318,7760.03%+22,233
WISDOMTREE TR(WT)17,76517,286-479556,195572,5530.06%+16,358
SCHWAB STRATEGIC TR42,84942,355-4941,220,3441,231,6860.13%+11,342
VANGUARD TAX-MANAGED FDS4,9314,964+33308,040318,0930.03%+10,053
SCHWAB STRATEGIC TR37,38536,628-7571,124,1581,134,0020.12%+9,844
VANGUARD INDEX FDS1,4041,406+2268,150275,8570.03%+7,707
GLOBAL NET LEASE INC(GNL)10,00010,000086,00093,6000.01%+7,600
ALPHABET INC(GOOG)817916+99256,218262,7600.03%+6,542
SPDR S&P MIDCAP 400 ETF TR(MDY)3483480210,145214,8630.02%+4,718
ISHARES TR19,52419,349-1751,874,8921,879,3330.20%+4,441
SPDR S&P 500 ETF TR(SPY)936989+53638,574642,8620.07%+4,288
TRAVELERS COMPANIES INC(TRV)1,4091,411+2408,740411,5420.04%+2,802
CISCO SYS INC(CSCO)3,8453,8450296,204298,3710.03%+2,167
DELTA AIR LINES INC DEL(DAL)6,2816,502+221435,897432,2840.05%-3,613
PACER FDS TR4,9934,9930235,345231,2260.02%-4,119
OMEGA HEALTHCARE INVS INC(OHI)10,00010,0000443,400438,2000.05%-5,200
VANGUARD INDEX FDS460473+13288,745282,7200.03%-6,025
VANGUARD SCOTTSDALE FDS3,4523,364-88275,221266,7000.03%-8,521
ETF OPPORTUNITIES TRUST6,6596,716+57328,901319,7750.03%-9,126
VANGUARD INTL EQUITY INDEX F7,8687,863-5657,881648,1290.07%-9,752
SPDR INDEX SHS FDS2,6432,622-21366,788356,9730.04%-9,815
ISHARES TR2,8542,900+46424,355413,0410.04%-11,314
ETFIS SER TR I10,00010,0000215,500203,6000.02%-11,900
ABBVIE INC(ABBV)1,1811,185+4269,745257,7210.03%-12,024
US BANCORP DEL(USB)5,9695,891-78318,517306,3960.03%-12,121
SCHWAB STRATEGIC TR9,5489,101-447312,695299,8760.03%-12,819
MP MATERIALS CORP(MP)5,7415,7410290,035277,0610.03%-12,974
PEARSON PLC(PSO)16,80016,8000235,872220,5840.02%-15,288
GLOBAL X FDS13,58413,066-518240,021224,0840.02%-15,937
SCHWAB STRATEGIC TR45,75945,340-4191,069,3951,052,7840.11%-16,611
HOME DEPOT INC(HD)1,1021,1020379,076362,4190.04%-16,657
VANECK ETF TRUST12,18612,1860172,797155,9810.02%-16,816
ROCKWELL AUTOMATION INC(ROK)6346340246,670227,5300.02%-19,140
ISHARES TR2,0282,0280261,936240,3380.03%-21,598
INVESCO EXCH TRADED FD TR II24,37224,208-164527,887505,9450.05%-21,942
MCDONALDS CORP(MCD)2,3512,228-123718,641692,5650.07%-26,076
SCHWAB STRATEGIC TR59,01258,149-8631,438,1161,411,2660.15%-26,850
ADVANCED MICRO DEVICES INC(AMD)3,0673,093+26656,829629,2090.07%-27,620
PIMCO ETF TR18,71018,610-1001,830,7961,801,4890.19%-29,307
CENCORA INC1,2581,2580424,890395,1880.04%-29,702
INVESCO EXCH TRADED FD TR II48,62948,531-98904,501870,6460.09%-33,855
BROADCOM INC(AVGO)9349340323,257289,0820.03%-34,175
ISHARES TR1,3111,317+6897,705860,1650.09%-37,540
AMERIPRISE FINL INC(AMP)8198190401,432363,8220.04%-37,610
BERKSHIRE HATHAWAY INC DEL1,7681,7680888,576847,1220.09%-41,454
VANGUARD INDEX FDS1,6731,591-82560,746510,5320.05%-50,214
META PLATFORMS INC(META)6106100402,384348,8030.04%-53,581
WELLS FARGO CO NEW(WFC)3,9423,932-10367,394313,0270.03%-54,367
ISHARES TR12,09811,973-1251,711,7241,656,6950.18%-55,029
SSGA ACTIVE ETF TR39,77439,378-3961,641,4721,580,6530.17%-60,819
SCHWAB STRATEGIC TR69,65165,042-4,6091,674,4191,609,7990.17%-64,620
SPDR INDEX SHS FDS32,00831,492-5162,455,3462,384,2770.25%-71,069
ORACLE CORP(ORCL)1,5591,5590303,780229,2810.02%-74,499
ALPHABET INC(GOOG)2,3782,328-50744,224669,3370.07%-74,887
SOLVENTUM CORP(SOLV)5,5855,621+36442,555367,0510.04%-75,504
ABBOTT LABS3,9973,991-6500,804409,7950.04%-91,009
GENERAL MLS INC(GIS)10,40610,183-223483,889379,0270.04%-104,862
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