Waterfront Wealth Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 526,318
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 465.2 K | 88.4% | 34.04 K | 0 | 34.04 K |
| ETFs | 57.98 K | 11.0% | 3.279 K | 0 | 3.279 K |
| Debt | 582 | 0.1% | 23 | 0 | 23 |
| Other | 2.306 K | 0.4% | 426 | 0 | 426 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
526,318
Holdings
273
QoQ value change ($000)
38,007
(7.8%)
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.