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Portfolio (Quarterly) Guide ↗

Great Waters Wealth Management

· CIK 0001964535
13F Portfolio $945M AUM 121 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 25 Added 38 Reduced 3 Exited
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VCSH VANGUARD SCOTTSDALE FDS 3,364.0 $267K 0.03% -88.0 -2.5% $79.28 -0.8%
102 GOOG ALPHABET INC Communication Services 916.0 $263K 0.03% +99.0 +12.1% $286.86 +37.0%
103 ABBV ABBVIE INC Healthcare 1,185.0 $258K 0.03% $217.49 -1.7%
104 CVX CHEVRON CORP NEW Energy 1,222.0 $253K 0.03% NEW $206.92 -5.2%
105 XOM EXXON MOBIL CORP Energy 1,461.0 $248K 0.03% NEW $169.67 -5.4%
106 LNT ALLIANT ENERGY CORP Utilities 3,447.0 $247K 0.03% $71.76 +0.5%
107 UNFI UNITED NAT FOODS INC Consumer Defensive 5,352.0 $241K 0.03% NEW $45.06 +12.7%
108 IGM ISHARES TR 2,028.0 $240K 0.03% $118.51 +27.9%
109 FLRT PACER FDS TR 4,993.0 $231K 0.02% $46.31 +1.2%
110 ORCL ORACLE CORP Technology 1,559.0 $229K 0.02% $147.07 +26.9%
111 ROK ROCKWELL AUTOMATION INC Industrials 634.0 $228K 0.02% $358.88 +21.6%
112 QYLD GLOBAL X FDS 13,066.0 $224K 0.02% -518.0 -3.8% $17.15 +2.9%
113 AMAT APPLIED MATLS INC Technology 655.0 $224K 0.02% NEW $341.79 +19.1%
114 PSO PEARSON PLC Communication Services 16,800.0 $221K 0.02% $13.13 +16.5%
115 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 348.0 $215K 0.02% $617.42 +5.6%
116 NEE NEXTERA ENERGY INC Utilities 2,288.0 $213K 0.02% NEW $92.88 +0.5%
117 SPYM SPDR SERIES TRUST 2,671.0 $204K 0.02% NEW $76.53 +12.8%
118 PFFA ETFIS SER TR I 10,000.0 $204K 0.02% $20.36 +5.3%
119 SFL SFL CORPORATION LTD Industrials 15,000.0 $162K 0.02% $10.79 +15.9%
120 BIZD VANECK ETF TRUST 12,186.0 $156K 0.02% $12.80 -3.0%
Page 6 of 7  ·  121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Industrials 20.3%
Healthcare 17.4%
Consumer Defensive 7.3%
Consumer Cyclical 7.1%
Financial Services 5.3%
Communication Services 2.5%
Utilities 2.1%
Basic Materials 1.6%
Real Estate 0.9%