account_balance
Investment manager · 13F filer · SEC CIK 1775210
Waterfront Wealth Inc.
Reported value$627Mas of Sep 30, 2026
Positions299 17 new, 16 sold out
Top 10 weight20.3%AAPL alone is 3%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
2.7%Trimmed −6%
BRK-BBerkshire Hathaway Inc
2.7%
SGOViShares Tr
2.3%Trimmed −4%
AVUVAmerican Centy ETF Tr
2.1%
CSMProshares Tr
2.1%Added +4%
VOOVanguard Index FDS
1.8%
GOOGLAlphabet Inc
1.8%Added +14%
MSFTMicrosoft Corp
1.7%
BGYBlackRock Enhanced Intl Div
1.6%Added +3%
AVLCAmerican Centy ETF Tr
1.5%
TCALT Rowe Price Exchange-traded
1.4%Added +6%
AAPL2.7%BRK-B2.7%GOOGL1.8%MSFT1.7%BGY1.6%
SGOV2.3%
AVUVAmerican Centy ETF Tr
2.1%
CSMProshares Tr
2.1%Added +4%
VOOVanguard Index FDS
1.8%
AVLC1.5%
TCAL1.4%
ADX1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 2.7% Trimmed −6%BRK-B Berkshire Hathaway Inc 2.7% Held
SGOV iShares Tr 2.3% Trimmed −4%
AVUV American Centy ETF Tr 2.1% Held
CSM Proshares Tr 2.1% Added +4%
VOO Vanguard Index FDS 1.8% Held
GOOGL Alphabet Inc 1.8% Added +14%MSFT Microsoft Corp 1.7% HeldBGY BlackRock Enhanced Intl Div 1.6% Added +3%AVLC American Centy ETF Tr 1.5% Held
TCAL T Rowe Price Exchange-traded 1.4% Added +6%
ADX Adams Diversified Equity Fd 1.3% Trimmed −6%What changed