Great Waters Wealth Management - Q12026 Holdings

Great Waters Wealth Management holds 121 stocks with a total portfolio value of $ 944.88M as of Q12026. In Q12026, Great Waters Wealth Management added 7 new positions, increased stakes in 32 stocks, reduced 51 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 21.15% of the total portfolio.