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 201–250 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EVRG | EVERGY INC | 6K | $100K–$500K | SH |
| PFE | PFIZER INC | 18K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| FTRI | FIRST TR EXCHANGE TRADED FD | 24K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 641 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 12K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 576 | $100K–$500K | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 949 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| FNDE | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 9K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 322 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 607 | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 11K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR | 4K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| VTS | VITESSE ENERGY INC | 15K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 273 | $100K–$500K | SH |
| INDA | ISHARES TR | 5K | $100K–$500K | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 20K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 9K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 4K | $100K–$500K | SH |
| IFV | FIRST TR EXCHANGE TRADED FD | 10K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |