Universe · entity
Waterfront Wealth Inc.
Institutional manager (13F) · CIK 1775210
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $295M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $15M | 30,827 |
| 2 | APPLE INC | $13M | 51,267 |
| 3 | AMERICAN CENTY ETF TR | $12M | 105,409 |
| 4 | ISHARES TR | $11M | 106,121 |
| 5 | DIMENSIONAL ETF TRUST | $10M | 260,410 |
| 6 | PROSHARES TR | $10M | 134,277 |
| 7 | BLACKROCK ENHANCED INTL DIV | $10M | 1,764,031 |
| 8 | ROYCE SMALL CAP TRUST INC | $9M | 564,561 |
| 9 | DIMENSIONAL ETF TRUST | $9M | 129,928 |
| 10 | ALPHABET INC | $9M | 30,982 |
| 11 | VANGUARD INDEX FDS | $9M | 14,868 |
| 12 | ADAMS DIVERSIFIED EQUITY FD | $8M | 379,693 |
| 13 | T ROWE PRICE ETF INC | $8M | 343,154 |
| 14 | BLACKROCK ENHANCED EQUITY DI | $7M | 837,658 |
| 15 | COMMERCE BANCSHARES INC | $7M | 138,254 |
| 16 | MICROSOFT CORP | $6M | 16,664 |
| 17 | JEFFERIES FINANCIAL GROUP IN | $6M | 146,608 |
| 18 | AMERICAN CENTY ETF TR | $6M | 70,636 |
| 19 | JANUS DETROIT STR TR | $6M | 116,078 |
| 20 | AMERICAN CENTY ETF TR | $6M | 71,084 |
| 21 | SCHWAB STRATEGIC TR | $6M | 115,386 |
| 22 | DIMENSIONAL ETF TRUST | $5M | 121,107 |
| 23 | DIMENSIONAL ETF TRUST | $5M | 142,358 |
| 24 | BROOKFIELD CORP | $4M | 110,789 |
| 25 | STATE STR SPDR S&P 500 ETF T | $4M | 6,891 |
| 26 | AMAZON COM INC | $4M | 21,292 |
| 27 | DIMENSIONAL ETF TRUST | $4M | 136,745 |
| 28 | KKR & CO INC | $4M | 45,446 |
| 29 | PAYPAL HLDGS INC | $4M | 91,639 |
| 30 | HEWLETT PACKARD ENTERPRISE C | $4M | 171,005 |
| 31 | SUZANO S A | $4M | 405,361 |
| 32 | UNITED PARCEL SVCS INC | $4M | 40,826 |
| 33 | DIMENSIONAL ETF TRUST | $4M | 113,042 |
| 34 | DIMENSIONAL ETF TRUST | $4M | 102,959 |
| 35 | ISHARES TR | $4M | 114,422 |
| 36 | WISDOMTREE TR | $4M | 47,052 |
| 37 | AMERICAN CENTY ETF TR | $4M | 37,920 |
| 38 | CRITEO S A | $4M | 208,923 |
| 39 | ABRDN TOTAL DYNAMIC DIVIDEND | $4M | 406,035 |
| 40 | SCHWAB STRATEGIC TR | $4M | 113,071 |
| 41 | FIRST TR EXCHANGE-TRADED FD | $4M | 39,190 |
| 42 | PAGSEGURO DIGITAL LTD | $4M | 359,592 |
| 43 | MACYS INC | $4M | 198,657 |
| 44 | XPERI INC | $3M | 617,115 |
| 45 | AMERICAN CENTY ETF TR | $3M | 44,545 |
| 46 | DIMENSIONAL ETF TRUST | $3M | 94,191 |
| 47 | THE CIGNA GROUP | $3M | 12,172 |
| 48 | VOYA EMERGING MKTS HIGH DIVI | $3M | 485,865 |
| 49 | SCHWAB STRATEGIC TR | $3M | 102,010 |
| 50 | BROADCOM INC | $3M | 10,019 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.