Breakwater Investment Management Q3 2025 Filing

Filed October 3, 2025

Portfolio Value

$271.2M

Holdings

530

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (530 positions)

StockValue
VOOVANGUARD INDEX FDS
$134K
IXJISHARES TR
$131K
A4SAMERIPRISE FINL INC
$128K
NDQINVESCO QQQ TR
$125K
REETISHARES TR
$125K
BACBANK AMERICA CORP
$123K
SBUXSTARBUCKS CORP
$120K
VOVANGUARD INDEX FDS
$119K
FLRFLUOR CORP NEW
$114K
SCHRSCHWAB STRATEGIC TR
$108K
IAU*ISHARES GOLD TR
$108K
AGGISHARES TR
$104K
HLTHILTON WORLDWIDE HLDGS INC
$102K
HDHOME DEPOT INC
$102K
MAMASTERCARD INCORPORATED
$101K
EBNDSPDR SERIES TRUST
$100K
EFAISHARES TR
$99K
ADBEADOBE INC
$99K
SPTBSPDR SERIES TRUST
$97K
RSPINVESCO EXCHANGE TRADED FD T
$95K
SCYBSCHWAB STRATEGIC TR
$94K
LOWLOWES COS INC
$92K
VTECVANGUARD CALIF TAX FREE FDS
$85K
ICEINTERCONTINENTAL EXCHANGE IN
$81K
FNDESCHWAB STRATEGIC TR
$81K
ROKROCKWELL AUTOMATION INC
$79K
COSTCOSTCO WHSL CORP NEW
$78K
ORCLORACLE CORP
$78K
TJXTJX COS INC NEW
$77K
BABOEING CO
$76K
SCHMSCHWAB STRATEGIC TR
$76K
IXUSISHARES TR
$75K
ACWXISHARES TR
$75K
ARTYISHARES TR
$73K
TIPISHARES TR
$73K
CVXCHEVRON CORP NEW
$72K
OMEROMEROS CORP
$70K
DHRDANAHER CORPORATION
$68K
VBRVANGUARD INDEX FDS
$67K
SHYISHARES TR
$65K
BWXSPDR SERIES TRUST
$65K
ITOTISHARES TR
$64K
ECLECOLAB INC
$64K
MRKMERCK & CO INC
$64K
AVGOBROADCOM INC
$62K
EWYISHARES INC
$61K
SMHVANECK ETF TRUST
$60K
IJJISHARES TR
$60K
EWTISHARES INC
$59K
IJHISHARES TR
$58K
ACNACCENTURE PLC IRELAND
$58K
PGPROCTER AND GAMBLE CO
$57K
ARKTARK ETF TR
$52K
VBKVANGUARD INDEX FDS
$52K
EPPISHARES INC
$52K
XLVSELECT SECTOR SPDR TR
$51K
LMTLOCKHEED MARTIN CORP
$50K
HONHONEYWELL INTL INC
$49K
PCYINVESCO EXCH TRADED FD TR II
$48K
AQLTISHARES TR
$45K
JPMJPMORGAN CHASE & CO.
$41K
JNJJOHNSON & JOHNSON
$41K
SCHYSCHWAB STRATEGIC TR
$41K
IUSGISHARES TR
$40K
SCHASCHWAB STRATEGIC TR
$39K
RTXRTX CORPORATION
$38K
SCHKSCHWAB STRATEGIC TR
$38K
EWJISHARES INC
$37K
EFVISHARES TR
$36K
EZUISHARES INC
$36K
ICFISHARES TR
$35K
PIOINVESCO EXCH TRADED FD TR II
$35K
ARKKARK ETF TR
$35K
ITWILLINOIS TOOL WKS INC
$33K
ACWIISHARES TR
$32K
IWVISHARES TR
$31K
IWBISHARES TR
$31K
EFGISHARES TR
$31K
PHOINVESCO EXCHANGE TRADED FD T
$31K
EWLISHARES INC
$30K
FXIISHARES TR
$29K
LLYELI LILLY & CO
$29K
TUR*ISHARES INC
$29K
ESGVVANGUARD WORLD FD
$28K
VMBSVANGUARD SCOTTSDALE FDS
$28K
EPIWISDOMTREE TR
$27K
SCHCSCHWAB STRATEGIC TR
$27K
KOCOCA COLA CO
$25K
IXP*ISHARES TR
$25K
VDCVANGUARD WORLD FD
$25K
VOEVANGUARD INDEX FDS
$24K
ABBVABBVIE INC
$22K
DWMFWISDOMTREE TR
$21K
MCDMCDONALDS CORP
$21K
VCRMVANGUARD MUN BD FDS
$20K
ADMARCHER DANIELS MIDLAND CO
$20K
VVISA INC
$19K
FDNFIRST TR EXCHANGE-TRADED FD
$19K
IEIISHARES TR
$18K
DTEDTE ENERGY CO
$18K
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