SEC Form 13F

Waterfront Wealth Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$645,491,094
Positions298

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$17,011,35453,949
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$15,287,73030,965
ISHARES TRSGOV0-3 MTH TREASURY$15,075,465149,801
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$13,763,360111,127
PROSHARES TRCSMLARGE CAP CRE$12,191,277140,866
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$11,529,410258,449
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$10,899,71815,709
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$10,494,385129,369
BLACKROCK ENHANCED INTL DIVBGYCOM BENE INTER$10,300,9901,766,894
ALPHABET INCGOOGLCAP STK CL A$10,194,89728,543

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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