Great Waters Wealth Management
All 13F Filings
- Location
- Shoreview, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,112,105
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 131 | 1,112,105 | 13F-HR | Great Waters Wealth Management |
| Q2 2026 | 7/8/2026 | 128 | 1,079,408 | 13F-HR | Great Waters Wealth Management |
| Q1 2026 | 4/17/2026 | 121 | 944,878 | 13F-HR | Great Waters Wealth Management |
| Q4 2025 | 1/15/2026 | 117 | 909,007 | 13F-HR | Great Waters Wealth Management |
| Q3 2025 | 10/14/2025 | 114 | 846,420 | 13F-HR | Great Waters Wealth Management |
| Q2 2025 | 7/11/2025 | 110 | 768,858 | 13F-HR | Great Waters Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.9 K | 6.9% | 1.37 K | 0 | 1.37 K |
| ETFs | 1.035 M | 93.1% | 31.33 K | 0 | 31.33 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
1,112,105
Holdings
131
QoQ value change ($000)
32,697
(3.0%)
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.