Waterway Wealth Management, LLC Portfolio Holdings

Waterway Wealth Management, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $419 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S Largecap Div with a value of $56.6B, Ishares Core S&P 500 ETF with a value of $51.4B, Ishares Russell 1000 Gr ETF with a value of $40.9B, Pimco Multisector Bond Active Exchange Traded Fund with a value of $36.7B, and Ishares S&P 500 Value ETF with a value of $22.2B.

Examining the 13F form we can see an increase of $88.7B in the current position value, from $331B to 419B.

Waterway Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Waterway Wealth Management, LLC portfolio as well as his latest detailed transactions.