Watershed Private Wealth LLC - Q42025 Holdings

Watershed Private Wealth LLC holds 115 stocks with a total portfolio value of $ 333.39M as of Q42025. In Q42025, Watershed Private Wealth LLC added 7 new positions, increased stakes in 44 stocks, reduced 35 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 13.80% of the total portfolio.