13F Filings History of Great Waters Wealth Management

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$909,007,279
Signature - Title
Justin Halverson - Chief Compliance Officer
Location
Shoreview, MN
Summary
This page shows a list of all the recent 13F filings made by Great Waters Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Great Waters Wealth Management reported 117 stock holdings with total value $909,007,279 as of Q4 2025. Top holdings included DFUS, DFAX, DFCF, DFSD, and DFAS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 117 $909,007,279 +$65,181,716 -$18,126,471 +$47,055,245 DFUS, DFAX, DFCF, DFSD, DFAS 13F-HR 15 Jan 2026, 15:46
Q3 2025 114 $846,420,284 +$44,444,655 -$10,886,115 +$33,558,540 DFUS, DFAX, DFCF, DFSD, DFAS 13F-HR 14 Oct 2025, 16:44
Q2 2025 110 $768,858,484 +$12,999,901 -$9,878,276 +$3,121,625 DFUS, DFAX, DFCF, DFSD, DFAS 13F-HR 11 Jul 2025, 14:00
Q1 2025 103 $720,763,811 +$3,034,911 -$52,266,284 -$49,231,373 DFUS, DFAX, DFCF, DFSD, DFAS 13F-HR 14 Apr 2025, 16:02
Q4 2024 112 $779,311,701 +$84,711,055 -$20,607,693 +$64,103,362 DFUS, DFAX, DFCF, DFAS, DFSD 13F-HR 16 Jan 2025, 18:17
Q3 2024 110 $741,586,213 +$64,173,695 -$16,928,008 +$47,245,687 DFUS, DFAX, DFCF, DFSD, BND 13F-HR 04 Oct 2024, 16:11
Q2 2024 104 $654,789,048 +$60,112,799 -$15,031,425 +$45,081,374 DFUS, DFAX, DFCF, BND, DFSD 13F-HR 08 Jul 2024, 17:53
Q1 2024 99 $612,266,357 +$39,500,371 -$21,351,146 +$18,149,225 DFUS, DFAX, DFCF, BND, DFIC 13F-HR 08 Apr 2024, 19:22
Q4 2023 96 $563,774,170 +$37,147,852 -$18,015,524 +$19,132,328 DFUS, DFAX, BND, DFCF, DFIC 13F-HR 19 Jan 2024, 13:56
Q3 2023 93 $503,870,430 +$43,569,556 -$21,706,765 +$21,862,791 DFUS, BND, DFAX, DFCF, DFIC 13F-HR 11 Oct 2023, 15:54
Q2 2023 95 $503,058,516 +$33,272,572 -$13,684,275 +$19,588,297 BND, DFUS, DFIC, DFAX, IWM 13F-HR 07 Jul 2023, 15:48
Q1 2023 84 $472,854,411 +$31,173,873 -$18,243,717 +$12,930,156 BND, DFIC, DFUS, DFAX, IWM 13F-HR 25 Apr 2023, 13:24
Q4 2022 86 $463,617,453 $0 $0 $0 BND, DFIC, IWM, DFUS, DFAX 13F-HR 03 Feb 2023, 14:44