SNOWWATER INVESTMENT PARTNERS, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SNOWWATER INVESTMENT PARTNERS, LLC opened 3 positions, added to 8, reduced 3, sold out of 1 and left 12 unchanged. The largest increase in value was QQQ (+$1,966,836); the largest decrease was IEFA (-$515,250).
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2026-03-31 9,100; Shares 2026-06-30 3,195.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 3,267; Shares 2026-06-30 2,413.
- DVY: Country of operation —; Class SELECT DIVID ETF; Shares 2026-03-31 9,260; Shares 2026-06-30 9,220.
Two Form 13F-HR filings compared (SEC CIK 2075393): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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