Fund HoldingsWATERSHED PRIVATE WEALTH LLC

Total Portfolio Value
$333.39M
Total Bought
$28.55M
Total Sold
$14.16M
Net Transaction
+$14.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS64,76685,885+21,11912,07816,4034.92%+4,325
INVESCO EXCH TRADED FD TR II29,18249,051+19,8693,5335,8531.76%+2,320
VANGUARD INTL EQUITY INDEX F181,762219,208+37,4469,84811,7853.53%+1,937
ALPHABET INC(GOOG)11,48914,301+2,8122,7984,4881.35%+1,690
APPLE INC(AAPL)12,40017,436+5,0363,1574,7401.42%+1,583
ISHARES TR164,297180,419+16,12216,47118,0205.41%+1,549
SPDR SERIES TRUST
ST STR P500ETF
019,220+19,22001,5420.46%+1,542
NVIDIA CORPORATION(NVDA)92,841100,737+7,89617,32218,7875.64%+1,465
TESLA INC(TSLA)4,7217,067+2,3462,1003,1780.95%+1,079
AMAZON COM INC(AMZN)12,83716,446+3,6092,8193,7961.14%+977
MICROSOFT CORP(MSFT)5,2117,563+2,3522,6993,6581.10%+959
COSTCO WHSL CORP NEW(COST)2481,302+1,0542291,1220.34%+893
ISHARES TR67,43567,156-27945,13445,99813.80%+864
SPDR SERIES TRUST
ST STR P400MID
014,014+14,01408120.24%+812
LULULEMON ATHLETICA INC(LULU)02,942+2,94206110.18%+611
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,419+1,41904310.13%+431
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,120+9,12004080.12%+408
META PLATFORMS INC(META)6,1197,325+1,2064,4944,8351.45%+341
DIMENSIONAL ETF TRUST
US TARGETED VLU
122,806125,484+2,6787,1497,4712.24%+323
CATERPILLAR INC(CAT)5,7565,346-4102,7463,0630.92%+316
PALANTIR TECHNOLOGIES INC(PLTR)7,7989,736+1,9381,4231,7310.52%+308
WELLS FARGO CO NEW(WFC)03,158+3,15802940.09%+294
EATON CORP PLC(ETN)0801+80102550.08%+255
BANK AMERICA CORP04,639+4,63902550.08%+255
ISHARES ETHEREUM TR(ETHA)12,13228,407+16,2753826370.19%+255
SHOPIFY INC(SHOP)13,18513,713+5281,9592,2070.66%+248
ALPHABET INC(GOOG)3,4763,47608451,0880.33%+243
LAM RESEARCH CORP(LRCX)5,8025,944+1427771,0170.31%+241
MORGAN STANLEY(MS)01,213+1,21302150.06%+215
ASML HOLDING N V
N Y REGISTRY SHS
0200+20002140.06%+214
MASTERCARD INCORPORATED(MA)555919+3643165250.16%+209
ABBVIE INC(ABBV)1,0521,852+8002444230.13%+180
BROADCOM INC(AVGO)2,8843,234+3509511,1190.34%+168
BLACKROCK ETF TRUST II38,70642,226+3,5202,0612,2280.67%+168
LEMONADE INC(LMND)8,1708,310+1404375920.18%+154
MCDONALDS CORP(MCD)8141,239+4252473790.11%+131
COLUMBIA ETF TR II
EM CORE EX ETF
070,587+70,58702,7080.81%+2,708
JOHNSON & JOHNSON(JNJ)1,3521,791+4392513710.11%+120
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
68,20872,163+3,9553,3743,4871.05%+113
ISHARES TR023,092+23,09202,6310.79%+2,631
VANGUARD TAX-MANAGED FDS46,35946,214-1452,7782,8870.87%+109
ISHARES TR049,209+49,20905,2711.58%+5,271
ELI LILLY & CO(LLY)34834802663740.11%+108
NEXTERA ENERGY INC(NEE)3,3864,478+1,0922563590.11%+104
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25,91725,900-171,1951,2920.39%+97
VANGUARD INDEX FDS14,71214,680-324,5294,6211.39%+92
ISHARES BITCOIN TRUST ETF(IBIT)18,95726,557+7,6001,2321,3190.40%+86
SPDR S&P 500 ETF TR(SPY)5,3275,32703,5493,6331.09%+84
BLACKROCK ETF TRUST
ISHARES US EQUIT
201,194197,237-3,95711,91111,9943.60%+83
ROCKWELL AUTOMATION INC(ROK)1,6191,662+435666470.19%+81
SPDR INDEX SHS FDS
ST STR PO EX ETF
58,19457,846-3482,4902,5690.77%+79
SPOTIFY TECHNOLOGY S A(SPOT)385593+2082693440.10%+76
SALESFORCE INC(CRM)02,685+2,68507110.21%+711
WALMART INC(WMT)5,8036,039+2365986730.20%+75
BLACKROCK ETF TRUST II33,27835,110+1,8321,6371,7090.51%+72
SNOWFLAKE INC(SNOW)1,2701,592+3222863490.10%+63
VANGUARD INDEX FDS7,6597,672+132,5142,5720.77%+58
JPMORGAN CHASE & CO.(JPM)3,7413,816+751,1801,2300.37%+50
VANGUARD MUN BD FDS087,219+87,21904,3861.32%+4,386
ISHARES INC
MSCI EMRG CHN
9,5099,350-1596426800.20%+38
BERKSHIRE HATHAWAY INC DEL3,2953,363+681,6571,6900.51%+34
CISCO SYS INC(CSCO)3,2263,22602212480.07%+28
RTX CORPORATION(RTX)1,7131,71302873140.09%+28
NOVARTIS AG(NVS)2,6652,66503423670.11%+26
ISHARES TR
CORE MSCI EAFE
14,06914,010-591,2281,2530.38%+25
ISHARES TR
CORE MSCI EURO
7,9237,92305405620.17%+23
ISHARES TR3,8953,89508048260.25%+22
ISHARES TR8,5108,51001,0271,0490.31%+22
SCHWAB STRATEGIC TR28,30728,30709039230.28%+20
ISHARES TR6,1856,181-49019190.28%+18
ISHARES TR3,6913,69101,7291,7470.52%+18
ISHARES TR19,44919,44901,2691,2840.39%+14
SCHWAB STRATEGIC TR49,75448,687-1,0671,1581,1700.35%+12
ISHARES TR
CORE MSCI TOTAL
6,4846,467-175355470.16%+12
ISHARES TR3,4173,41702242340.07%+11
ISHARES TR1,4221,42202902990.09%+10
ISHARES TR
CORE MSCI INTL
4,3234,315-83473560.11%+9
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
9,0369,007-296196280.19%+9
ISHARES TR3,2223,22203013090.09%+9
SPDR S&P MIDCAP 400 ETF TR(MDY)70270204184240.13%+5
ISHARES TR022,136+22,13609280.28%+928
PROSHARES TR
S&P 500 DV ARIST
2,4502,45002532550.08%+2
ISHARES TR02,932+2,93203520.11%+352
WISDOMTREE TR(WT)9,6929,69205535550.17%+1
SPDR INDEX SHS FDS
ST PORT MARK ETF
22,80422,780-241,0671,0660.32%-1
BANK MONTREAL QUE4,0004,00005215190.16%-2
CHEVRON CORP NEW(CVX)2,0182,01803133070.09%-6
ISHARES TR3,6323,633+13253170.09%-8
ISHARES TR15,75515,642-1131,4991,4890.45%-10
SCHWAB STRATEGIC TR019,217+19,21705780.17%+578
KKR & CO INC(KKR)4,1794,17905435330.16%-10
ISHARES INC
CORE MSCI EMKT
18,53318,010-5231,2221,2110.36%-11
UNITEDHEALTH GROUP INC(UNH)73873802552440.07%-11
STRYKER CORPORATION(SYK)74474402752610.08%-14
SCHWAB STRATEGIC TR33,17931,918-1,2618748590.26%-15
SCHWAB STRATEGIC TR24,07824,07805195030.15%-16
ISHARES TR
HDG MSCI EAFE
5,7464,889-8572282020.06%-25
SCHWAB STRATEGIC TR28,52328,164-3599529220.28%-29
PALO ALTO NETWORKS INC(PANW)1,6851,68503433100.09%-33
TRANE TECHNOLOGIES PLC(TT)1,0191,01904303970.12%-33
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