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Home > Institutional Investor > Watershed Private Wealth Llc > Profile

Instuitional Investor - Watershed Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Watershed Private Wealth Llc
Portfolio Value $373,242,627
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 94,941 $72,710,201 19.48%
2.
Nvidia Corp
 NVDA 103,747 $23,693,722 6.35%
3.
Ishares Trust
 IEF 231,883 $21,922,224 5.87%
4.
Vanguard Index Fds - MRNGSTR GRWT ETF
 192,365 $17,334,017 4.64%
5.
Blackrock Etf Trust
 DYNF 235,640 $16,320,446 4.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.