Watershed Private Wealth LLC
Watershed Private Wealth LLC reported 120 holdings worth US$355M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Watershed Private Wealth LLC reported 120 holdings worth US$355M as of Jun 30, 2026. Largest: Nvidia Corporation, Caterpillar, Inc. and Alphabet Inc (google) Class C. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$355M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 102K | US$20.3M | 5.7% |
| Caterpillar, Inc. | 5,254 | US$5.59M | 1.6% |
| Alphabet Inc (google) Class C | 15,131 | US$5.41M | 1.5% |
| Meta Platforms, Inc. | 7,509 | US$4.23M | 1.2% |
| Amazon.com, Inc. | 15,820 | US$3.77M | 1.1% |
| Apple Inc | 11,188 | US$3.24M | 0.91% |
| Tesla, Inc. | 7,037 | US$2.96M | 0.83% |
| Doordash, Inc. | 9,657 | US$1.78M | 0.50% |
| Visa Inc. | 4,852 | US$1.66M | 0.47% |
| Shopify Inc. | 13,130 | US$1.5M | 0.42% |
| Microsoft Corp. | 3,851 | US$1.44M | 0.40% |
| Costco Wholesale Corporation | 1,265 | US$1.18M | 0.33% |
| Berkshire Hathaway Inc. | 2,106 | US$1.05M | 0.30% |
| Micron Technology, Inc. | 892 | US$1.03M | 0.29% |
| Lam Research Corporation | 1,962 | US$850K | 0.24% |
| Rockwell Automation, Inc. | 1,662 | US$823K | 0.23% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,586 | US$757K | 0.21% |
| Jp Morgan Chase & Co. | 2,302 | US$754K | 0.21% |
| Arista Networks, Inc. | 4,335 | US$736K | 0.21% |
| Bank Of Montreal | 4,000 | US$707K | 0.20% |
| Oracle Corporation | 4,557 | US$668K | 0.19% |
| Broadcom Inc. | 1,660 | US$627K | 0.18% |
| Lemonade, Inc. | 9,210 | US$599K | 0.17% |
| Netflix, Inc. | 7,910 | US$565K | 0.16% |
| Walmart Inc. | 4,758 | US$539K | 0.15% |
| Palantir Technologies Inc. | 4,255 | US$496K | 0.14% |
| Western Digital Corporation | 734 | US$469K | 0.13% |
| Abbvie Inc. | 1,734 | US$436K | 0.12% |
| Vertiv Holdings, Llc | 1,210 | US$405K | 0.11% |
| Airbnb, Inc. | 2,824 | US$404K | 0.11% |
| Palo Alto Networks, Inc. | 1,175 | US$401K | 0.11% |
| Asml Holding Nv | 200 | US$398K | 0.11% |
| Novartis Ag | 2,509 | US$393K | 0.11% |
| Coinbase Global, Inc. | 2,499 | US$365K | 0.10% |
| Intel Corporation | 2,522 | US$352K | 0.10% |
| Bitmine Immersion Technologies, Inc. | 26,197 | US$349K | 0.10% |
| Intuitive Surgical, Inc. | 859 | US$342K | 0.10% |
| Coreweave, Inc. | 3,200 | US$319K | 0.09% |
| Advanced Micro Devices Inc | 503 | US$292K | 0.08% |
| Rtx Corporation | 1,475 | US$280K | 0.08% |
| Morgan Stanley | 1,289 | US$270K | 0.08% |
| Home Depot, Inc. (the) | 759 | US$268K | 0.08% |
| Johnson & Johnson | 1,047 | US$266K | 0.07% |
| Wells Fargo & Company | 3,133 | US$259K | 0.07% |
| Eli Lilly And Company | 209 | US$251K | 0.07% |
| Mcdonald's Corporation | 917 | US$248K | 0.07% |
| Unitedhealth Group Incorporated | 578 | US$240K | 0.07% |
| Mastercard Incorporated | 455 | US$234K | 0.07% |
| Uber Technologies, Inc. | 3,025 | US$218K | 0.06% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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