Watershed Private Wealth LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $46B, Nvidia Corp with a value of $18.8B, Ishares Core U.S. Aggregate Bo with a value of $18B, Vanguard Value ETF with a value of $16.4B, and Vanguard Growth ETF with a value of $15.3B.
Examining the 13F form we can see an increase of $17B in the current position value, from $316B to 333B.
Watershed Private Wealth LLC is based out at Oak Brook, IL
Below you can find more details about Watershed Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$333 Billion
ETFs: $247 Billion
Technology: $35 Billion
Communication Services: $13.9 Billion
Consumer Cyclical: $8.39 Billion
Financial Services: $7.69 Billion
Industrials: $4.68 Billion
Healthcare: $2.04 Billion
Consumer Defensive: $1.8 Billion
Other: $667 Million
Stock Holdings Table Market Cap. of $200 Billions or more
