Breakwater Investment Management Q3 2025 Filing

Filed October 3, 2025

Portfolio Value

$271.2B

Holdings

530

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (530 positions)

StockValue
VTIVANGUARD INDEX FDS
$39.4M
SCHBSCHWAB STRATEGIC TR
$22.8M
VXUSVANGUARD STAR FDS
$17.5M
MSFTMICROSOFT CORP
$14.3M
BNDXVANGUARD CHARLOTTE FDS
$11.9M
BNDVANGUARD BD INDEX FDS
$11.4M
SPTMSPDR SERIES TRUST
$7.6M
VEUVANGUARD INTL EQUITY INDEX F
$6.7M
VCRBVANGUARD MALVERN FDS
$6.5M
VTVANGUARD INTL EQUITY INDEX F
$5.9M
VWOVANGUARD INTL EQUITY INDEX F
$5.9M
SPYSPDR S&P 500 ETF TR
$5.8M
VYMVANGUARD WHITEHALL FDS
$5.7M
VIGVANGUARD SPECIALIZED FUNDS
$5.2M
MGKVANGUARD WORLD FD
$5.0M
SCHFSCHWAB STRATEGIC TR
$5.0M
AMZNAMAZON COM INC
$4.7M
MGVVANGUARD WORLD FD
$4.4M
IAGGISHARES TR
$3.8M
SCHDSCHWAB STRATEGIC TR
$3.8M
SCHZSCHWAB STRATEGIC TR
$3.5M
VGSHVANGUARD SCOTTSDALE FDS
$3.3M
VYMIVANGUARD WHITEHALL FDS
$2.9M
SCHOSCHWAB STRATEGIC TR
$2.9M
SCCRSCHWAB STRATEGIC TR
$2.6M
SPDWSPDR INDEX SHS FDS
$2.6M
SCHESCHWAB STRATEGIC TR
$2.5M
GIISPDR INDEX SHS FDS
$2.2M
VWOBVANGUARD WHITEHALL FDS
$2.1M
VNQVANGUARD INDEX FDS
$2.0M
SCHPSCHWAB STRATEGIC TR
$2.0M
EUHYISHARES INC
$1.6M
SPABSPDR SERIES TRUST
$1.6M
SCHXSCHWAB STRATEGIC TR
$1.6M
VUGVANGUARD INDEX FDS
$1.6M
MGCVANGUARD WORLD FD
$1.5M
VTIPVANGUARD MALVERN FDS
$1.5M
BBEUJ P MORGAN EXCHANGE TRADED F
$1.5M
VGKVANGUARD INTL EQUITY INDEX F
$1.4M
VIGIVANGUARD WHITEHALL FDS
$1.3M
SCHHSCHWAB STRATEGIC TR
$1.3M
STIPISHARES TR
$1.2M
VGITVANGUARD SCOTTSDALE FDS
$1.2M
VNQIVANGUARD INTL EQUITY INDEX F
$1.2M
VEAVANGUARD TAX-MANAGED FDS
$1.2M
VTCVANGUARD SCOTTSDALE FDS
$1.1M
VTEBVANGUARD MUN BD FDS
$1.1M
GQ9SPDR GOLD TR
$1.0M
GOOGLALPHABET INC
$1.0M
SCMBSCHWAB STRATEGIC TR
$1.0M
VVVANGUARD INDEX FDS
$1.0M
VTVVANGUARD INDEX FDS
$957K
VOTETCW ETF TRUST
$894K
MUBISHARES TR
$885K
SPTSSPDR SERIES TRUST
$775K
XLKSELECT SECTOR SPDR TR
$641K
PITVANECK ETF TRUST
$631K
BSVVANGUARD BD INDEX FDS
$526K
BIVVANGUARD BD INDEX FDS
$508K
SPSBSPDR SERIES TRUST
$480K
VGTVANGUARD WORLD FD
$446K
STPZPIMCO ETF TR
$445K
AAXJISHARES TR
$434K
AAPLAPPLE INC
$410K
PLTRPALANTIR TECHNOLOGIES INC
$382K
IWMISHARES TR
$364K
SPBOSPDR SERIES TRUST
$360K
WOODISHARES TR
$352K
METAMETA PLATFORMS INC
$322K
IVVISHARES TR
$301K
GOOGALPHABET INC
$300K
JIVEJ P MORGAN EXCHANGE TRADED F
$289K
EMBISHARES TR
$288K
DGRWWISDOMTREE TR
$281K
PRFINVESCO EXCHANGE TRADED FD T
$253K
NVDANVIDIA CORPORATION
$244K
IOOISHARES TR
$239K
FNDBSCHWAB STRATEGIC TR
$230K
SPEMSPDR INDEX SHS FDS
$229K
MDYSPDR S&P MIDCAP 400 ETF TR
$226K
SPYMSPDR SERIES TRUST
$226K
VCSHVANGUARD SCOTTSDALE FDS
$221K
AQLTISHARES TR
$220K
VISVANGUARD WORLD FD
$217K
ISRGINTUITIVE SURGICAL INC
$202K
WMTWALMART INC
$202K
GRMNGARMIN LTD
$195K
GSGISHARES S&P GSCI COMMODITY-
$194K
VBVANGUARD INDEX FDS
$193K
EEMISHARES TR
$192K
VCITVANGUARD SCOTTSDALE FDS
$191K
XHBSPDR SERIES TRUST
$191K
VPLVANGUARD INTL EQUITY INDEX F
$184K
TMOTHERMO FISHER SCIENTIFIC INC
$175K
XOMEXXON MOBIL CORP
$163K
VGLTVANGUARD SCOTTSDALE FDS
$161K
FNDFSCHWAB STRATEGIC TR
$143K
FNDXSCHWAB STRATEGIC TR
$142K
CSCOCISCO SYS INC
$138K
AGGYWISDOMTREE TR
$136K
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