Great Waters Wealth Management
All 13F Filings
- Location
- Shoreview, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 944,878
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 121 | 944,878 | 13F-HR | Great Waters Wealth Management |
| Q4 2025 | 1/15/2026 | 117 | 909,007 | 13F-HR | Great Waters Wealth Management |
| Q3 2025 | 10/14/2025 | 114 | 846,420 | 13F-HR | Great Waters Wealth Management |
| Q2 2025 | 7/11/2025 | 110 | 768,858 | 13F-HR | Great Waters Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.61 K | 6.5% | 0 | 734.8 K | -734.8 K |
| ETFs | 883.3 K | 93.5% | 770.6 K | 0 | 770.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
944,878
Holdings
121
QoQ value change ($000)
35,871
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.