Waterway Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$452.3M
Q ending 2026-03-31
Prior quarter
$441.8M
Q ending 2025-12-31
Change
+2.4% QoQ · +88.5% YoY
Positions
90
reported holdings

Largest positions

All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Wisdomtree Large Cap DividendDLNShares$52.9M675K
Ishares Core S&P 500 EtfIVVShares$51.2M143K
Ishares Russell 1000 Growth EtfIWFShares$51.0M177K
Pimco Multisector Bond Active ExchPYLDShares$41.5M1.6M
Ishares Core Msci Eafe EtfIEFAShares$20.2M262K
Ishares S&P 500 Value EtfIVEShares$18.8M132K
Ishares National Muni Bond EtfMUBShares$18.7M176K
Jpmorgan U.S. Quality Factor EtfJQUAShares$17.7M317K
Ishares Msci Eafe EtfEFAShares$14.3M148K
Fidelity Enhanced Mid Cap EtfFMDEShares$13.8M404K
Access Treasury 0-1 Year EtfGBILShares$11.7M145K
Nvidia Corporation ComNVDAShares$11.0M63K
Ishares Short-Term National Muni BSUBShares$10.7M101K
Ishares S&P Smallcap 600 EtfIJRShares$10.2M95K
Fidelity Total Bond EtfFBNDShares$8.4M185K
Amazon.Com IncAMZNShares$6.3M30K
Apple IncAAPLShares$5.8M23K
Vaneck Alternative Asset Manager EGPZShares$5.7M263K
Google IncGOOGLShares$5.4M19K
MicrosoftMSFTShares$5.1M14K
Broadcom Inc ComAVGOShares$4.5M15K
Pimco Municipal Income OpportunitiMINOShares$4.1M91K
Wisdomtree Us Quality Dividend GroDGRWShares$3.7M42K
Jpmorgan Chase & Co ComJPMShares$2.5M9K
Ge Vernova Inc ComGEVShares$2.1M2K
Eaton Corp Plc ShsShares$1.9M5K
Goldman Sachs Group Inc ComGSShares$1.7M2K
Mastercard Incorporated Cl AMAShares$1.6M3K
Quanta Svcs Inc ComPWRShares$1.6M3K
Kkr & Co Inc ComKKRShares$1.5M17K
S&P Global Inc ComSPGIShares$1.5M4K
Blackstone Inc ComBXShares$1.4M13K
Meta Platforms Inc Cl AMETAShares$1.4M3K
State Street Spdr S&P 500 EtfSPYShares$1.4M2K
Visa Inc Com Cl AVShares$1.4M5K
Moodys Corp ComMCOShares$1.3M3K
Service Now IncNOWShares$1.3M12K
Costco Wholesale CorpCOSTShares$1.3M1K
Msci Inc ComMSCIShares$1.3M2K
Stryker Corporation ComSYKShares$1.2M4K
Tesla Inc ComTSLAShares$1.2M3K
Crowdstrike Hldgs Inc Cl ACRWDShares$1.2M3K
Flextronics Intl Ltd OrdShares$1.1M17K
Costar Group Inc ComCSGPShares$1.1M28K
Abbott Laboratories ComABTShares$1.0M10K
Cadence Design System Inc ComCDNSShares$1.0M4K
Axon Enterprise Inc ComAXONShares$968K2K
Synopsys Inc ComSNPSShares$952K2K
Rollins Inc ComROLShares$945K18K
Carlyle Group Inc ComCGShares$921K19K
Hilton Worldwide Hldgs Inc ComHLTShares$921K3K
Fair Isaac Corp ComFICOShares$913K855
Applied Matls Inc ComAMATShares$907K3K
Vanguard S&P 500 EtfVOOShares$907K2K
Exxon Mobil Corp ComXOMShares$905K5K
Eli Lilly & Co ComLLYShares$898K977
Blackrock Inc ComBLKShares$874K909
Amphenol Corp Cl AAPHShares$858K7K
Wec Energy Group Inc ComWECShares$858K7K
Intuitive Surgical Inc Com NewISRGShares$856K2K
Invesco Qqq Trust Series IQQQShares$781K1K
Tjx Cos Inc New ComTJXShares$780K5K
Apollo Global Mgmt Inc ComAPOShares$701K6K
State Street Spdr Portfolio S&P 50SPYVShares$690K12K
Waste Mgmt Inc Del ComWMShares$652K3K
Advanced Micro Devices Inc ComAMDShares$603K3K
Alphabet Inc Cap Stk Cl CGOOGShares$596K2K
Dfa Dimensional Us Small Cap ValueDFSVShares$586K17K
Valero Energy Corp ComVLOShares$576K2K
State Street Spdr Portfolio S&P 50SPYMShares$572K7K
Centerpoint Energy Inc ComCNPShares$555K13K
Ishares S&P 100 EtfOEFShares$541K2K
State Street Spdr Portfolio S&P 50SPYGShares$521K5K
Ishares Msci Switzerland EtfEWLShares$515K9K
Conocophillips ComCOPShares$438K3K
Invesco S&P 500 Equal Weight EtfRSPShares$413K2K
Ishares Msci Usa Quality Factor EtQUALShares$386K2K
Vanguard High Dividend Yield IndexVYMShares$385K3K
Vanguard International High DivideVYMIShares$363K4K
Financial Select Sector SpdrXLFShares$355K7K
Chevron Corporation ComCVXShares$336K2K
Hilton Grand Vacations Inc ComHGVShares$311K8K
Coca Cola Cons Inc ComCOKEShares$288K2K
Oracle Corp ComORCLShares$271K2K
Txo Partners Lp Com UnitTXOShares$252K20K
Vanguard Mid-Cap EtfVOShares$234K816
Reddit Inc Cl ARDDTShares$227K2K
Vanguard Small-Cap EtfVBShares$226K864
Energy Select Sector SpdrXLEShares$212K3K
Third Coast Bancshares Inc ComTCBXShares$208K6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.