Waterfront Wealth Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 544,638
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 358.7 K | 65.9% | 0 | 106.5 K | -106.5 K |
| ETFs | 182.1 K | 33.5% | 124.2 K | 0 | 124.2 K |
| Debt | 668 | 0.1% | 86 | 0 | 86 |
| Other | 2.908 K | 0.5% | 602 | 0 | 602 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
544,638
Holdings
283
QoQ value change ($000)
18,320
(3.5%)
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.