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Blue Water Asset Management

Q2 2026 13F filing

Updated 38 days ago

108 disclosed positions worth $309.8M

Portfolio value
$309.8M
Total holdings
108
New positions
7
Closed positions
2
Increased
58
Decreased
29
Turnover
8.3%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

PGIM ETF TR

-3.2%
Value
$32.8M
Shares
662.7K
% Port
10.60%
I
2.IVZ

INVESCO EXCHANGE TRADED FD T

+1.9%
Value
$22.4M
Shares
198.5K
% Port
7.23%
J

J P MORGAN EXCHANGE TRADED F

+2.7%
Value
$21.8M
Shares
465.3K
% Port
7.05%
S

SPDR SERIES TRUST

+1.8%
Value
$21.6M
Shares
246.2K
% Port
6.98%
?
5.N/A

VICTORY PORTFOLIOS II

+1.2%
Value
$21.2M
Shares
193.4K
% Port
6.86%
?
6.N/A

VICTORY PORTFOLIOS II

+2.6%
Value
$21.1M
Shares
450.4K
% Port
6.81%
I
7.IVZ

INVESCO EXCH TRADED FD TR II

+1.2%
Value
$18.2M
Shares
142.5K
% Port
5.88%
E
8.EXG

MORGAN STANLEY ETF TRUST

+5.8%
Value
$17.7M
Shares
348.4K
% Port
5.72%
?
9.N/A

HARTFORD FDS EXCHANGE TRADED

-7.6%
Value
$8.1M
Shares
206.7K
% Port
2.61%
G

GOLDMAN SACHS ETF TR

+1.3%
Value
$7.5M
Shares
165.0K
% Port
2.43%
I
11.IVZ

INVESCO EXCH TRADED FD TR II

+2.4%
Value
$7.3M
Shares
298.9K
% Port
2.35%
?
12.N/A

ETFIS SER TR I

+4.4%
Value
$6.4M
Shares
78.4K
% Port
2.07%
?
13.N/A

INNOVATOR ETFS TRUST

-0.1%
Value
$6.2M
Shares
126.1K
% Port
2.01%
J

J P MORGAN EXCHANGE TRADED F

-8.2%
Value
$6.1M
Shares
107.5K
% Port
1.96%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$6M
Shares
8
% Port
1.93%
?
16.N/A

MORGAN STANLEY ETF TRUST

+10.0%
Value
$5.7M
Shares
213.6K
% Port
1.84%
J

J P MORGAN EXCHANGE TRADED F

-8.6%
Value
$5.7M
Shares
111.8K
% Port
1.83%
?
18.N/A

PGIM ROCK ETF TR

Unchanged
Value
$5.2M
Shares
159.8K
% Port
1.67%
J

JACKSON FINANCIAL INC

-0.0%
Value
$3.8M
Shares
37.2K
% Port
1.23%
?
20.N/A

PGIM ROCK ETF TR

-11.3%
Value
$3.5M
Shares
114.2K
% Port
1.14%
?
21.N/A

INNOVATOR ETFS TRUST

-5.5%
Value
$2.5M
Shares
58.8K
% Port
0.82%
?
22.N/A

INNOVATOR ETFS TRUST

-0.2%
Value
$2.3M
Shares
53.7K
% Port
0.73%
?
23.N/A

PGIM ROCK ETF TR

-1.9%
Value
$2.1M
Shares
69.0K
% Port
0.69%
E
24.ETN

EATON CORP PLC

+0.1%
Value
$1.7M
Shares
4.1K
% Port
0.56%
?
25.N/A

AIM ETF PRODUCTS TRUST

Unchanged
Value
$1.7M
Shares
44.5K
% Port
0.56%
?
26.N/A

INNOVATOR ETFS TRUST

+0.8%
Value
$1.7M
Shares
35.3K
% Port
0.54%
A
27.AAPL

APPLE INC

+2.2%
Value
$1.7M
Shares
5.8K
% Port
0.54%
M
28.MSFT

MICROSOFT CORP

+1.2%
Value
$1.6M
Shares
4.4K
% Port
0.53%
C

CMS ENERGY CORP

+3.5%
Value
$1.6M
Shares
20.8K
% Port
0.51%
?
30.N/A

PGIM ROCK ETF TR

+23.4%
Value
$1.5M
Shares
48.9K
% Port
0.49%
L
31.LRCX

LAM RESEARCH CORP

+0.3%
Value
$1.5M
Shares
3.5K
% Port
0.49%
E
32.ETHA

INVESCO EXCH TRADED FD TR II

+29.2%
Value
$1.4M
Shares
4.5K
% Port
0.44%
F
33.F-PD

FORD MTR CO

+0.9%
Value
$1.3M
Shares
91.5K
% Port
0.41%
V
34.VGES

VANGUARD WHITEHALL FDS

-2.2%
Value
$1.2M
Shares
7.8K
% Port
0.40%
?
35.N/A

PGIM ROCK ETF TR

+331.2%
Value
$1.2M
Shares
39.2K
% Port
0.40%
S

SPDR SERIES TRUST

+15.7%
Value
$1.2M
Shares
40.3K
% Port
0.39%
?
37.N/A

INNOVATOR ETFS TRUST

+2.5%
Value
$1.2M
Shares
27.1K
% Port
0.38%
D
38.DTB

DTE ENERGY CO

+1.3%
Value
$1.1M
Shares
7.4K
% Port
0.36%
J
39.JNJ

JOHNSON & JOHNSON

+0.0%
Value
$1.1M
Shares
4.2K
% Port
0.35%
C
40.CSQ

CALAMOS ETF TR

-0.2%
Value
$1.1M
Shares
38.0K
% Port
0.34%
?
41.N/A

PGIM ROCK ETF TR

+31.9%
Value
$1M
Shares
33.4K
% Port
0.33%
F
42.FIS

FIDELITY COVINGTON TRUST

-1.0%
Value
$858K
Shares
14.2K
% Port
0.28%
S
43.SYK

STRYKER CORPORATION

-1.7%
Value
$834K
Shares
2.6K
% Port
0.27%
?
44.N/A

PGIM ROCK ETF TR

-3.7%
Value
$829K
Shares
26.0K
% Port
0.27%
C
45.CSQ

CALAMOS ETF TR

Unchanged
Value
$807K
Shares
29.2K
% Port
0.26%
?
46.N/A

PGIM ROCK ETF TR

-1.8%
Value
$790K
Shares
24.4K
% Port
0.25%
M

MORGAN STANLEY

+0.7%
Value
$767K
Shares
3.7K
% Port
0.25%
?
48.N/A

PGIM ROCK ETF TR

+217.7%
Value
$750K
Shares
24.0K
% Port
0.24%
?
49.N/A

SIMPLIFY EXCHANGE TRADED FUN

+116.1%
Value
$739K
Shares
18.9K
% Port
0.24%
C
50.CB

CHUBB LIMITED

+0.1%
Value
$675K
Shares
2.0K
% Port
0.22%