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 151–200 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWY | ISHARES INC | 8K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 18K | $500K+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 18K | $500K+ | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 11K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 14K | $500K+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 13K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 17K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 14K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 8K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 44K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 853 | $500K+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 28K | $500K+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| FEGE | RBB FUND TRUST | 16K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 30K | $500K+ | SH |
| AEE | AMEREN CORP | 7K | $500K+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 39K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| CCI | CROWN CASTLE INC | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| RCKY | ROCKY BRANDS INC | 18K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 3K | $500K+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 25K | $500K+ | SH |
| PATH | UIPATH INC | 39K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| F | FORD MTR CO | 38K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 5K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 16K | $500K+ | SH |
| QCRH | QCR HOLDINGS INC | 6K | $100K–$500K | SH |
| HOFT | HOOKER FURNISHINGS CORPORATI | 37K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 38K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |