WATERSHED PRIVATE WEALTH LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 355,065
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 120 | 355,065 | 13F-HR | WATERSHED PRIVATE WEALTH LLC |
| Q1 2026 | 4/17/2026 | 111 | 320,695 | 13F-HR | WATERSHED PRIVATE WEALTH LLC |
| Q4 2025 | 1/23/2026 | 115 | 333,390 | 13F-HR | WATERSHED PRIVATE WEALTH LLC |
| Q3 2025 | 10/21/2025 | 112 | 316,436 | 13F-HR | WATERSHED PRIVATE WEALTH LLC |
| Q2 2025 | 7/23/2025 | 105 | 274,695 | 13F-HR | WATERSHED PRIVATE WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.74 K | 20.5% | 8.728 K | 0 | 8.728 K |
| ETFs | 282.3 K | 79.5% | 25.64 K | 0 | 25.64 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
355,065
Holdings
120
QoQ value change ($000)
34,370
(10.7%)
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.