Waterway Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationthe woodlands, TX
- CIK0001992193
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
78 | $239.96 M | DLN, EFA, IVV, PYLD | 13F-HR | May 8, 2025 | 000110465925045968 | ||
75 | $227.39 M | EFA, DLN, IVV, DFSV | 13F-HR | Feb 5, 2025 | 000110465925009435 | ||
73 | $232.83 M | EFA, DLN, IVV, DFSV | 13F-HR | Oct 21, 2024 | 000110465924110214 | ||
60 | $203.79 M | EFA, DLN, IVV, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 25, 2024 | 000110465924082479 | ||
70 | $227.47 M | DLN, EFA, IVV, VANGUARD SCOTTSDALE FDS | 13F-HR | Apr 18, 2024 | 000110465924048564 | ||
63 | $239.66 M | DLN, EFA, IVV, VANGUARD SCOTTSDALE FDS | 13F-HR | Jan 17, 2024 | 000199219324000001 |