Back to Breakwater Capital Group

Breakwater Capital Group

Q2 2026 13F filing

Updated 64 days ago

377 disclosed positions worth $833.3M

Portfolio value
$833.3M
Total holdings
377
New positions
19
Closed positions
18
Increased
171
Decreased
162
Turnover
9.8%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

J P MORGAN EXCHANGE TRADED F

+1.1%
Value
$32.1M
Shares
444.1K
% Port
3.85%
?
2.N/A

VANGUARD WORLD FD

+1.6%
Value
$26M
Shares
158.9K
% Port
3.12%
?
3.N/A

INVESCO EXCHANGE TRADED FD T

-0.8%
Value
$24.1M
Shares
446.1K
% Port
2.89%
A

APPLE INC

-5.5%
Value
$24.1M
Shares
83.2K
% Port
2.89%
E

ISHARES TR

+302.1%
Value
$23.5M
Shares
189.1K
% Port
2.82%
I
6.IVZ

INVESCO EXCHANGE TRADED FD T

-0.2%
Value
$20.9M
Shares
98.1K
% Port
2.50%
E

ISHARES TR

-1.2%
Value
$19.1M
Shares
25.5K
% Port
2.29%
?
8.N/A

BLACKROCK ETF TRUST II

+10.8%
Value
$17.5M
Shares
333.6K
% Port
2.10%
V

VANGUARD INDEX FDS

-0.5%
Value
$16.4M
Shares
75.5K
% Port
1.97%
?
10.N/A

ISHARES TR

+4.1%
Value
$15.2M
Shares
306.9K
% Port
1.82%
E
11.ETHA

ISHARES TR

+0.4%
Value
$14.9M
Shares
61.5K
% Port
1.79%
?
12.N/A

PIMCO ETF TR

+5.4%
Value
$11.9M
Shares
449.6K
% Port
1.43%
V
13.VGES

VANGUARD INDEX FDS

-1.9%
Value
$11M
Shares
16.0K
% Port
1.32%
?
14.N/A

SPDR SERIES TRUST

+0.5%
Value
$10.7M
Shares
89.5K
% Port
1.28%
?
15.N/A

ISHARES TR

+7.3%
Value
$10.5M
Shares
385.8K
% Port
1.26%
S

SCHWAB STRATEGIC TR

+5.6%
Value
$10.1M
Shares
326.1K
% Port
1.22%
?
17.N/A

SCHWAB STRATEGIC TR

+9.5%
Value
$9.3M
Shares
191.0K
% Port
1.11%
?
18.N/A

INVESCO EXCH TRADED FD TR II

+1.1%
Value
$9M
Shares
118.7K
% Port
1.08%
M
19.MSFT

MICROSOFT CORP

-19.3%
Value
$8.6M
Shares
23.2K
% Port
1.04%
?
20.N/A

INVESCO EXCH TRADED FD TR II

+5.4%
Value
$8.4M
Shares
149.0K
% Port
1.01%
?
21.N/A

COLUMBIA ETF TR II

-6.5%
Value
$8.3M
Shares
157.4K
% Port
1.00%
E
22.ETHA

ISHARES TR

+2.1%
Value
$7.9M
Shares
19.4K
% Port
0.95%
?
23.N/A

VANGUARD MALVERN FDS

+12.3%
Value
$7.2M
Shares
143.3K
% Port
0.86%
A
24.AMZN

AMAZON COM INC

-2.2%
Value
$7M
Shares
29.4K
% Port
0.84%
?
25.N/A

INVESCO EXCH TRADED FD TR II

-21.0%
Value
$6.8M
Shares
139.9K
% Port
0.81%
E
26.ETHA

ISHARES TR

+2.1%
Value
$6.6M
Shares
29.9K
% Port
0.79%
?
27.N/A

DIMENSIONAL ETF TRUST

-2.9%
Value
$6.4M
Shares
149.8K
% Port
0.77%
T
28.TT

TRANE TECHNOLOGIES PLC

+0.0%
Value
$6.2M
Shares
12.6K
% Port
0.75%
?
29.N/A

ISHARES TR

-1.8%
Value
$6.2M
Shares
100.7K
% Port
0.74%
?
30.N/A

ISHARES TR

-23.3%
Value
$6.1M
Shares
135.8K
% Port
0.74%
N
31.NVDA

NVIDIA CORPORATION

-1.0%
Value
$6.1M
Shares
30.5K
% Port
0.73%
?
32.N/A

AMERICAN CENTY ETF TR

+7.0%
Value
$6M
Shares
61.9K
% Port
0.72%
?
33.N/A

WISDOMTREE TR

-2.5%
Value
$5.9M
Shares
77.8K
% Port
0.71%
G

ALPHABET INC

-2.5%
Value
$5.8M
Shares
16.4K
% Port
0.69%
?
35.N/A

FIDELITY COVINGTON TRUST

+104.0%
Value
$5.7M
Shares
117.1K
% Port
0.68%
?
36.N/A

DIMENSIONAL ETF TRUST

+15.3%
Value
$5.6M
Shares
136.5K
% Port
0.68%
?
37.N/A

CAMBRIA ETF TR

-1.6%
Value
$5.5M
Shares
70.1K
% Port
0.66%
?
38.N/A

DIMENSIONAL ETF TRUST

+0.6%
Value
$5.4M
Shares
100.4K
% Port
0.65%
E
39.ETHA

ISHARES TR

+3.5%
Value
$5.4M
Shares
69.5K
% Port
0.64%
?
40.N/A

SPDR SERIES TRUST

+81.6%
Value
$5.3M
Shares
158.7K
% Port
0.64%
E
41.ETHA

ISHARES TR

-0.5%
Value
$5.2M
Shares
41.5K
% Port
0.62%
M
42.MDY

STATE STR SPDR S&P MIDCAP 40

-1.8%
Value
$5.1M
Shares
7.3K
% Port
0.62%
E
43.ETHA

ISHARES TR

-1.9%
Value
$4.9M
Shares
44.9K
% Port
0.59%
?
44.N/A

INVESCO EXCHANGE TRADED FD T

+10.5%
Value
$4.9M
Shares
29.0K
% Port
0.59%
?
45.N/A

VANGUARD WORLD FD

+420.7%
Value
$4.7M
Shares
53.9K
% Port
0.57%
?
46.N/A

SIMPLIFY EXCHANGE TRADED FUN

-15.3%
Value
$4.7M
Shares
95.4K
% Port
0.56%
J

JPMORGAN CHASE & CO

+0.4%
Value
$4.6M
Shares
14.0K
% Port
0.55%
?
48.N/A

ISHARES TR

+6.6%
Value
$4.4M
Shares
83.2K
% Port
0.53%
E
49.ETHA

ISHARES TR

+2.6%
Value
$4.2M
Shares
30.7K
% Port
0.51%
S
50.SPY

STATE STR SPDR S&P 500 ETF T

-9.3%
Value
$4.2M
Shares
5.6K
% Port
0.50%