Waterway Wealth Management, LLC - Q42025 Holdings

Waterway Wealth Management, LLC holds 83 stocks with a total portfolio value of $ 441.84M as of Q42025. In Q42025, Waterway Wealth Management, LLC added 14 new positions, increased stakes in 46 stocks, reduced 16 holdings, and fully exited 12 positions. The largest holding is Wisdomtree Large Cap Dividend (DLN), representing 12.33% of the total portfolio.