Watershed Private Wealth LLC
Watershed Private Wealth LLC is an independent, SEC-registered investment adviser headquartered in Oak Brook, Illinois. Founded in August 2021 by Brendan G. Moody and Joshi I, the firm serves high-net-worth individuals, families, executives, and business owners with comprehensive financial planning, wealth management, investment management, and tax strategies. As of 2025, they employ approximately 3 professionals, focusing on personalized and fiduciary client service, and act as legal fiduciaries for their clients.
Investment Strategy
Watershed Private Wealth emphasizes individualized portfolio management aligned to each client's unique goals and risk tolerance. The firm's strategy prioritizes risk management and predictable long-term returns over speculation. They favor passive investment vehicles when suitable, maintain cost controls, and maximize tax efficiency. Investments are designed to support generational wealth preservation, leveraging estate planning and cutting-edge tax minimization techniques. The firm adopts a disciplined, market-aware approach, avoiding short-term market timing and speculation, while providing ongoing guidance through volatile market conditions.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.26% | $45.1M | 67,435 | $451.87 | $669.30 | +$5.6M |
N NVDA | NVIDIA CORPORATION | 5.47% | $17.3M | 92,841 | $87.29 | $186.58 | +$8.8M |
A AGG | ISHARES TR | 5.21% | $16.5M | 164,297 | $98.26 | $100.25 | +$786.0K |
V VUG | VANGUARD INDEX FDS | 4.86% | $15.4M | 32,090 | $355.75 | $479.61 | +$700.2K |
Q QUAL | ISHARES TR | 4.56% | $14.4M | 74,264 | $166.43 | $194.50 | -$863.4K |