SEC Form 13F · Q1 2026

Great Waters Wealth Management

Institutional Holdings Report

13F-HRMN
$944.9M
Portfolio Value
121
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Great Waters Wealth Management
CIK
1964535
Accession No.
0001964535-26-000002
Location
SHOREVIEW, MN
Form Type
13F-HR
Portfolio Value
$944.9M
Holdings Reported
121
Reporting Period
Q1 2026
Filed
April 17, 2026

About this Filing

Great Waters Wealth Management is an institutional investment manager based in SHOREVIEW, MN reporting approximately $944.9M in 13(f) securities across 121 positions as of Q1 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.