CIK 1775210
Waterfront Wealth Inc.
Institutional 13F holdings & portfolio
Holdings
273
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 31K | $1M+ | SH |
| BGY | BLACKROCK ENHANCED INTL DIV | 2.3M | $1M+ | SH |
| AAPL | APPLE INC | 50K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 297K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 643K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 96K | $1M+ | SH |
| GOOGL | ALPHABET INC | 30K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 124K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 146K | $1M+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 385K | $1M+ | SH |
| CSM | PROSHARES TR | 109K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 140K | $1M+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 778K | $1M+ | SH |
| TCAL | T ROWE PRICE ETF INC | 302K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 114K | $1M+ | SH |
| KKR | KKR & CO INC | 45K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 61K | $1M+ | SH |
| BN | BROOKFIELD CORP | 111K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 95K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 59K | $1M+ | SH |
| AMZN | AMAZON COM INC | 20K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| DLS | WISDOMTREE TR | 55K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 129K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 94K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 135K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 41K | $1M+ | SH |
| EUFN | ISHARES TR | 112K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 104K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 39K | $1M+ | SH |
| SUZ | SUZANO S A | 396K | $1M+ | SH |
| SGOV | ISHARES TR | 39K | $1M+ | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 388K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 40K | $1M+ | SH |
| PAGS | PAGSEGURO DIGITAL LTD | 338K | $1M+ | SH |
| M | MACYS INC | 183K | $1M+ | SH |
| BIDU | BAIDU INC | 23K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| VTRS | VIATRIS INC | 264K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 160K | $1M+ | SH |
| DXC | DXC TECHNOLOGY CO | 221K | $1M+ | SH |
| CI | THE CIGNA GROUP | 12K | $1M+ | SH |
| AVLC | AMERICAN CENTY ETF TR | 40K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 13K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 90K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 84K | $1M+ | SH |