Waterway Wealth Management, LLC - Q12026 Holdings

Waterway Wealth Management, LLC holds 90 stocks with a total portfolio value of $ 452.28M as of Q12026. In Q12026, Waterway Wealth Management, LLC added 16 new positions, increased stakes in 37 stocks, reduced 29 holdings, and fully exited 9 positions. The largest holding is Wisdomtree Large Cap Dividend (DLN), representing 11.70% of the total portfolio.