Waterfront Wealth Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 645,491
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 298 | 645,491 | 13F-HR | Waterfront Wealth Inc. |
| Q1 2026 | 4/30/2026 | 283 | 544,638 | 13F-HR | Waterfront Wealth Inc. |
| Q4 2025 | 1/27/2026 | 273 | 526,318 | 13F-HR | Waterfront Wealth Inc. |
| Q3 2025 | 11/6/2025 | 268 | 488,311 | 13F-HR | Waterfront Wealth Inc. |
| Q2 2025 | 8/4/2025 | 262 | 446,049 | 13F-HR | Waterfront Wealth Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 405.3 K | 62.8% | 46.62 K | 0 | 46.62 K |
| ETFs | 235.4 K | 36.5% | 53.3 K | 0 | 53.3 K |
| Debt | 717 | 0.1% | 49 | 0 | 49 |
| Other | 3.788 K | 0.6% | 880 | 0 | 880 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
645,491
Holdings
298
QoQ value change ($000)
100,853
(18.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.