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Home > Institutional Investor > Watershed Private Wealth Llc > Profile

Instuitional Investor - Watershed Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Watershed Private Wealth Llc
Portfolio Value $256,408,835
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,681 $45,729,466 17.83%
2.
Vanguard Index Fds - GROWTH ETF
 35,497 $14,569,563 5.68%
3.
Ishares Trust
 IEF 129,558 $12,554,124 4.89%
4.
Ishares Tr - MSCI USA QLT FCT
 66,031 $11,758,753 4.58%
5.
Ishares Tr - EAFE VALUE ETF
 204,116 $10,709,950 4.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)