Great Waters Wealth Management

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Great Waters Wealth Management maintained a portfolio of 124 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 4.9%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 10.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
124
Quarter
2026 Q1
Top Holding
DFUS (21.1%)
Top 10 Concentration
87.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 124
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFUS
DIMENSIONAL ETF...
ETF 21.15% 21.91% #1
Prev: #1
6.5 132,363 4.9%
P
S
2,817,903 $199,817,528
$70.91 +0.9%
$70.91 +0.9%
2022 Q4 13F Filing 2026-03-31 2026-04-17
DFAX
DIMENSIONAL ETF...
ETF 17.57% 17.45% #2
Prev: #2
6.0 39,446 0.8%
P
S
4,886,852 $166,006,363
$23.25 +47.1%
$33.97 +0.7%
2022 Q4 13F Filing 2026-03-31 2026-04-17
DFCF
DIMENSIONAL ETF...
ETF 15.51% 14.58% #3
Prev: #3
7.0 357,219 11.5%
P
S
3,471,448 $146,564,547
$38.91 +8.5%
$42.09 +0.3%
2022 Q4 13F Filing 2026-03-31 2026-04-17
DFSD
DIMENSIONAL ETF...
ETF 9.04% 8.23% #4
Prev: #4
6.1 224,127 14.4%
P
S
1,783,924 $85,414,288 2022 Q4 13F Filing 2026-03-31 2026-04-17
DFAS
DIMENSIONAL ETF...
ETF 8.25% 8.04% #5
Prev: #5
4.3 46,988 4.5%
P
S
1,096,574 $77,999,292 2022 Q4 13F Filing 2026-03-31 2026-04-17
DFAT
DIMENSIONAL ETF...
ETF 5.64% 5.39% #6
Prev: #6
2.8 30,020 3.6%
P
S
853,409 $53,295,404 2022 Q4 13F Filing 2026-03-31 2026-04-17
BND
VANGUARD BD IND...
ETF 3.19% 3.50% #7
Prev: #7
1.8 -19,964 -4.6%
P
S
409,862 $30,182,261 2022 Q4 13F Filing 2026-03-31 2026-04-17
DFGR
DIMENSIONAL ETF...
ETF 2.50% 2.42% #8 1
Prev: #9
3.0 57,214 6.9%
P
S
888,367 $23,612,787 2023 Q3 13F Filing 2026-03-31 2026-04-17
DFIC
DIMENSIONAL ETF...
Bond/Debt 2.34% 2.63% #9 1
Prev: #8
1.4 -73,741 -10.6%
P
S
621,030 $22,065,190 2022 Q4 13F Filing 2026-03-31 2026-04-17
IWM
ISHARES TR
ETF 2.04% 2.25% #10
Prev: #10
1.3 -5,229 -6.3%
P
S
77,748 $19,281,473 2022 Q4 13F Filing 2026-03-31 2026-04-17
DFAC
DIMENSIONAL ETF...
ETF 1.21% 1.31% #11
Prev: #11
1.0 -6,287 -2.1%
P
S
294,564 $11,446,773 2022 Q4 13F Filing 2026-03-31 2026-04-17
DFAE
DIMENSIONAL ETF...
ETF 0.85% 0.95% #12
Prev: #12
0.8 -28,468 -10.7%
P
S
236,533 $8,009,011 2022 Q4 13F Filing 2026-03-31 2026-04-17
AAPL
APPLE INC
Technology 0.80% 0.89% #13
Prev: #13
0.8 -67 -0.2%
P
S
29,852 $7,576,031 2022 Q4 13F Filing 2026-03-31 2026-04-17
NVDA
NVIDIA CORPORAT...
Technology 0.63% 0.73% #14
Prev: #14
0.8 -1,077 -3.0%
P
S
34,402 $5,999,790 2022 Q4 13F Filing 2026-03-31 2026-04-17
UNH
UNITEDHEALTH GR...
Healthcare 0.54% 0.62% #15
Prev: #15
2.2 1,539 8.9%
P
S
18,736 $5,069,771 2022 Q4 13F Filing 2026-03-31 2026-04-17
HON
HONEYWELL INTL ...
Industrials 0.40% 0.36% #16 1
Prev: #17
0.7 -44 -0.3%
P
S
16,687 $3,771,718 2022 Q4 13F Filing 2026-03-31 2026-04-17
MMM
3M CO
Industrials 0.38% 0.43% #17 1
Prev: #16
0.7 267 1.1%
P
S
24,529 $3,562,396 2022 Q4 13F Filing 2026-03-31 2026-04-17
VTEB
VANGUARD MUN BD...
ETF 0.30% 0.31% #18
Prev: #18
0.6 1,395 2.5%
P
S
57,099 $2,848,666 2022 Q4 13F Filing 2026-03-31 2026-04-17
DCI
DONALDSON INC
Industrials 0.27% 0.30% #19
Prev: #19
0.6 -200 -0.7%
P
S
30,219 $2,564,687 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHD
SCHWAB STRATEGI...
ETF 0.26% 0.24% #20 4
Prev: #24
0.6 -389 -0.5%
P
S
80,753 $2,477,516 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHB
SCHWAB STRATEGI...
ETF 0.25% 0.28% #21 1
Prev: #20
0.6 -452 -0.5%
P
S
95,262 $2,391,081 2022 Q4 13F Filing 2026-03-31 2026-04-17
SPGM
SPDR INDEX SHS ...
ETF 0.25% 0.27% #22 1
Prev: #21
0.6 -516 -1.6%
P
S
31,492 $2,384,277 2022 Q4 13F Filing 2026-03-31 2026-04-17
IWF
ISHARES TR
ETF 0.23% 0.26% #23 1
Prev: #22
0.6 -59 -1.2%
P
S
5,029 $2,144,316 2022 Q4 13F Filing 2026-03-31 2026-04-17
EFA
ISHARES TR
ETF 0.20% 0.21% #24 2
Prev: #26
0.6 -175 -0.9%
P
S
19,349 $1,879,333 2022 Q4 13F Filing 2026-03-31 2026-04-17
MSFT
MICROSOFT CORP
Technology 0.20% 0.26% #25 2
Prev: #23
0.6 150 3.1%
P
S
5,059 $1,872,572 2022 Q4 13F Filing 2026-03-31 2026-04-17
CORP
PIMCO ETF TR
ETF 0.19% 0.20% #26 1
Prev: #27
0.6 -100 -0.5%
P
S
18,610 $1,801,489 2022 Q4 13F Filing 2026-03-31 2026-04-17
COST
COSTCO WHSL COR...
Consumer Defensive 0.18% 0.16% #27 6
Prev: #33
0.6 -12 -0.7%
P
S
1,710 $1,704,100 2022 Q4 13F Filing 2026-03-31 2026-04-17
SPLV
INVESCO EXCH TR...
Unknown 0.18% 0.18% #28 2
Prev: #30
0.6 -107 -0.5%
P
S
23,195 $1,696,517 2022 Q4 13F Filing 2026-03-31 2026-04-17
IWD
ISHARES TR
ETF 0.18% 0.18% #29 2
Prev: #31
0.6 -9 -0.1%
P
S
7,841 $1,675,296 2022 Q4 13F Filing 2026-03-31 2026-04-17
ACWI
ISHARES TR
ETF 0.18% 0.19% #30 2
Prev: #28
0.6 -125 -1.0%
P
S
11,973 $1,656,695 2022 Q4 13F Filing 2026-03-31 2026-04-17
TSLA
TESLA INC
Consumer Cyclical 0.18% 0.22% #31 6
Prev: #25
0.6 10 0.2%
P
S
4,456 $1,656,518 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.17% 0.18% #32 3
Prev: #29
0.6 -4,609 -6.6%
P
S
65,042 $1,609,799 2022 Q4 13F Filing 2026-03-31 2026-04-17
SRLN
SSGA ACTIVE ETF...
ETF 0.17% 0.18% #33 1
Prev: #32
0.6 -396 -1.0%
P
S
39,378 $1,580,653 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHO
SCHWAB STRATEGI...
ETF 0.15% 0.16% #34 1
Prev: #35
0.6 -863 -1.5%
P
S
58,149 $1,411,266 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHG
SCHWAB STRATEGI...
ETF 0.14% 0.16% #35 1
Prev: #34
0.6 -409 -0.9%
P
S
44,506 $1,296,455 2022 Q4 13F Filing 2026-03-31 2026-04-17
AMZN
AMAZON COM INC
Consumer Cyclical 0.14% 0.15% #36
Prev: #36
0.6 89 1.5%
P
S
6,152 $1,281,304 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHA
SCHWAB STRATEGI...
ETF 0.13% 0.13% #37
Prev: #37
0.6 -494 -1.2%
P
S
42,355 $1,231,686 2022 Q4 13F Filing 2026-03-31 2026-04-17
TER
TERADYNE INC
Technology 0.13% 0.09% #38 12
Prev: #50
1.1 no change no change
P
S
4,012 $1,189,398 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHM
SCHWAB STRATEGI...
ETF 0.12% 0.12% #39 1
Prev: #38
0.5 -757 -2.0%
P
S
36,628 $1,134,002 2022 Q4 13F Filing 2026-03-31 2026-04-17
MU
MICRON TECHNOLO...
Technology 0.12% 0.11% #40 3
Prev: #43
0.5 -26 -0.8%
P
S
3,319 $1,121,293 2022 Q4 13F Filing 2026-03-31 2026-04-17
VGSH
VANGUARD SCOTTS...
ETF 0.12% 0.12% #41 1
Prev: #42
0.5 533 2.9%
P
S
18,713 $1,095,452 2022 Q4 13F Filing 2026-03-31 2026-04-17
SCHZ
SCHWAB STRATEGI...
ETF 0.11% 0.12% #42 1
Prev: #41
0.5 -419 -0.9%
P
S
45,340 $1,052,784 2022 Q4 13F Filing 2026-03-31 2026-04-17
MDT
MEDTRONIC PLC
Healthcare 0.11% 0.12% #43 4
Prev: #39
0.5 -30 -0.3%
P
S
11,646 $1,009,119 2022 Q4 13F Filing 2026-03-31 2026-04-17
PHB
INVESCO EXCH TR...
Bond/Debt 0.09% 0.10% #44
Prev: #44
0.5 -98 -0.2%
P
S
48,531 $870,646 2022 Q4 13F Filing 2026-03-31 2026-04-17
IVV
ISHARES TR
ETF 0.09% 0.10% #45
Prev: #45
0.5 6 0.5%
P
S
1,317 $860,165 2022 Q4 13F Filing 2026-03-31 2026-04-17
MCK
MCKESSON CORP
Healthcare 0.09% 0.09% #46 1
Prev: #47
0.5 -10 -1.0%
P
S
982 $849,784 2022 Q4 13F Filing 2026-03-31 2026-04-17
BRK/B
BERKSHIRE HATHA...
Financial Services 0.09% 0.10% #47 1
Prev: #46
1.0 no change no change
P
S
1,768 $847,122 2022 Q4 13F Filing 2026-03-31 2026-04-17
XEL
XCEL ENERGY INC
Utilities 0.09% 0.09% #48 1
Prev: #49
0.5 -67 -0.6%
P
S
10,458 $830,795 2022 Q4 13F Filing 2026-03-31 2026-04-17
TT
TRANE TECHNOLOG...
Industrials 0.08% 0.02% #49 58
Prev: #107
3.0 1,273 221.0%
P
S
1,849 $770,552 2024 Q3 13F Filing 2026-03-31 2026-04-17
PFE
PFIZER INC
Healthcare 0.08% 0.07% #50 6
Prev: #56
0.5 -12 -0.0%
P
S
25,513 $716,400 2022 Q4 13F Filing 2026-03-31 2026-04-17
Showing 1-50 of 124 holdings

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