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Waterfront Wealth Inc.
WaterFront Wealth, Inc. is a wealth management firm providing investment advisory and financial planning services to individuals and families across the United States.
Investment Strategy
Involves portfolio management using fundamental and technical analysis, focusing on discretionary and non-discretionary services. The equity strategy emphasizes quality companies with strong profitability and reasonable valuations.
Latest 13F Filing Activity
Waterfront Wealth Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 261 equity positions with a total 13F market value of $446M. The fund increased holdings in Microsoft Corp., American Centy Etf TR, Dimensional Etf Trust among other positions. Waterfront Wealth Inc. reduced exposure to Philip Morris Intl Inc., Berkshire Hathaway Inc. Del, Coca Cola Co. among others.
Top Holdings
Equity Positions (261)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 3.37% | $15.0M | 30,952 | $238.46 | $485.77 | -$1.6M | |
D DFAC | DIMENSIONAL ETF TRUST | 2.34% | $10.5M | 291,758 | $26.89 | $35.84 | +$1.2M |
A AAPL | APPLE INC | 2.32% | $10.4M | 50,510 | $152.80 | $205.17 | -$854.8K |
B BGY | BLACKROCK ENHANCED INTL DIV | 2.16% | $9.6M | 1,662,228 | $5.81 | $5.79 | +$928.4K |
A ADX | ADAMS DIVERSIFIED EQUITY FD | 2.15% | $9.6M | 440,707 | $18.26 | $21.71 | +$1.7M |
Industry Allocation
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