BROADWATER CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,865
- 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 | 7/24/2026 | 208 | 137,865 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q1 2026 | 7/24/2026 | 211 | 133,822 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q4 2025 | 2/3/2026 | 211 | 133,822 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q3 2025 | 2/3/2026 | 217 | 136,649 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q3 2025 | 10/31/2025 | 217 | 136,649 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q2 2025 | 2/3/2026 | 220 | 128,585 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q2 2025 | 10/31/2025 | 220 | 128,608 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q1 2025 | 2/3/2026 | 225 | 127,796 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q1 2025 | 10/31/2025 | 225 | 127,796 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q4 2024 | 2/3/2026 | 233 | 130,526 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q4 2024 | 10/31/2025 | 233 | 130,526 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q3 2024 | 2/3/2026 | 238 | 135,690 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q3 2024 | 10/31/2025 | 238 | 135,690 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q2 2024 | 2/3/2026 | 238 | 129,722 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q2 2024 | 10/31/2025 | 238 | 129,722 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q1 2024 | 2/3/2026 | 243 | 130,319 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q1 2024 | 10/31/2025 | 243 | 130,319 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
| Q4 2023 | 2/3/2026 | 227 | 127,652 | 13F-HR/A - RESTATEMENT | BROADWATER CAPITAL MANAGEMENT LLC |
| Q4 2023 | 10/31/2025 | 227 | 127,652 | 13F-HR | BROADWATER CAPITAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.5 K | 98.3% | 3.613 K | 0 | 3.613 K |
| ETFs | 2.391 K | 1.7% | 434 | 0 | 434 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
137,865
Holdings
208
QoQ value change ($000)
4,043
(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.