Waterway Wealth Management, LLC - Q22026 Holdings

Waterway Wealth Management, LLC holds 96 stocks with a total portfolio value of $ 489.74M as of Q22026. In Q22026, Waterway Wealth Management, LLC added 17 new positions, increased stakes in 27 stocks, reduced 44 holdings, and fully exited 11 positions. The largest holding is Wisdomtree Large Cap Dividend (DLN), representing 11.59% of the total portfolio.