Advertisement
Screener

Great Waters Wealth Management Current Holdings: USA Stocks

Great Waters Wealth Management

Great Waters Wealth Management reported a Form 13F information table total of $944.88 million in 121 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1964535): holdings report, quarter ended 2026-03-31, filed 2026-04-17; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Provenance Wealth Advisors, LLCUnited States$0.945B412
V-Square Quantitative Management LLCUnited States$0.946B721
Disciplina Capital Management LLCUnited States$0.944B69
Teamwork Financial Advisors, LLCUnited States$0.946B216
Discerene Group LPUnited States$0.946B12
Convergence Financial, LLCUnited States$0.943B276
Iron Gate Global Advisors LLCUnited States$0.947B105
Harbour Trust & Investment Management CoUnited States$0.943B286
Minneapolis Portfolio Management Group, LLCUnited States$0.942B33
Synergy Asset Management, LLCUnited States$0.942B252