13F Filings History of WATERSHED PRIVATE WEALTH LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$333,390,125
Signature - Title
Brendan G. Moody - Chief Compliance Officer
Location
Oak Brook, IL
Summary
This page shows a list of all the recent 13F filings made by WATERSHED PRIVATE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WATERSHED PRIVATE WEALTH LLC reported 115 stock holdings with total value $333,390,125 as of Q4 2025. Top holdings included IVV, NVDA, AGG, VTV, and VUG.

Notify me when WATERSHED PRIVATE WEALTH LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for WATERSHED PRIVATE WEALTH LLC:

Name Holdings Value Location File Number
Aperio Group, LLC Sausalito, CA 028-11964
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $333,390,125 +$24,660,043 -$12,226,804 +$12,433,239 IVV, NVDA, AGG, VTV, VUG 13F-HR 23 Jan 2026, 13:38
Q3 2025 112 $316,436,476 +$37,947,893 -$16,507,313 +$21,440,580 IVV, NVDA, AGG, VUG, QUAL 13F-HR 21 Oct 2025, 11:37
Q2 2025 105 $274,695,333 +$22,386,896 -$23,350,818 -$963,922 IVV, AGG, QUAL, VUG, EFV 13F-HR 23 Jul 2025, 12:58
Q1 2025 111 $250,111,300 +$22,585,814 -$20,309,457 +$2,276,357 IVV, AGG, VUG, QUAL, EFV 13F-HR 10 Apr 2025, 12:48
Q4 2024 112 $256,408,835 +$17,542,550 -$10,834,276 +$6,708,274 IVV, VUG, AGG, QUAL, EFV 13F-HR 22 Jan 2025, 16:38
Q3 2024 113 $250,726,577 +$20,876,837 -$16,834,688 +$4,042,149 IVV, AGG, VUG, QUAL, EFV 13F-HR 15 Oct 2024, 13:27
Q2 2024 118 $235,072,601 +$24,663,374 -$14,647,578 +$10,015,796 IVV, VUG, AGG, QUAL, EFG 13F-HR 30 Jul 2024, 15:43
Q1 2024 123 $225,832,812 +$93,773,027 -$56,863,561 +$36,909,466 IVV, AGG, QUAL, DYNF, VUG 13F-HR 07 May 2024, 15:26
Q4 2023 107 $180,898,481 +$12,889,650 -$10,259,690 +$2,629,960 IVV, IVE, IJH, DFAT, EFA 13F-HR 07 Feb 2024, 11:11
Q3 2023 95 $162,110,381 +$8,247,863 -$5,505,464 +$2,742,399 IVV, IVE, IJH, DFAT, EFA 13F-HR 19 Oct 2023, 17:07
Q2 2023 89 $165,180,624 +$13,661,916 -$5,144,128 +$8,517,788 IVV, IVE, IJH, VEA, DFAT 13F-HR 13 Jul 2023, 16:30
Q1 2023 80 $147,939,604 +$8,139,064 -$951,080 +$7,187,984 IVV, IVE, IJH, EFA, LQD 13F-HR 11 May 2023, 16:00
Q4 2022 78 $131,769,001 $0 $0 $0 IVV, IVE, IJH, EFA, LQD 13F-HR 10 Feb 2023, 10:47