SEC Form 13F · Q2 2026

WATERSHED PRIVATE WEALTH LLC

Institutional Holdings Report

13F-HRIL
$355.1M
Portfolio Value
120
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
WATERSHED PRIVATE WEALTH LLC
CIK
1965271
Accession No.
0001965271-26-000003
Location
Oak Brook, IL
Form Type
13F-HR
Portfolio Value
$355.1M
Holdings Reported
120
Reporting Period
Q2 2026
Filed
July 17, 2026

About this Filing

WATERSHED PRIVATE WEALTH LLC is an institutional investment manager based in Oak Brook, IL reporting approximately $355.1M in 13(f) securities across 120 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.