Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Blue Water Asset Management

Q1 2026 · 13F-HR

Blue Water Asset Managementholdings as filed

Filed 2026-05-05 · accession 0001765380-26-000157

$289.4M
Reported value
103
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69344A107PULSPGIM ETF TR$33.9M11.7%684,685CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$21.3M7.37%453,035CommonSOLE
92647N527UITBVICTORY PORTFOLIOS II$20.6M7.13%438,763CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$20.1M6.96%194,843CommonSOLE
78464A854SPYMSPDR SERIES TRUST$18.5M6.40%241,897CommonSOLE
92647N568USVMVICTORY PORTFOLIOS II$18.1M6.25%191,096CommonSOLE
61774R825EVSDMORGAN STANLEY ETF TRUST$16.8M5.79%329,166CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$16.2M5.59%140,791CommonSOLE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$8.7M3.00%223,764CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$7.0M2.43%162,905CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$7.0M2.42%291,785CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.6M2.29%117,113CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.2M2.14%122,289CommonSOLE
26923G806UTESETFIS SER TR I$6.0M2.07%75,038CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$5.8M2.01%126,115CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.7M1.99%8CommonSOLE
61774R866PAPIMORGAN STANLEY ETF TRUST$5.3M1.84%194,162CommonSOLE
69420N205PBJAPGIM ROCK ETF TR$4.9M1.68%159,830CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$3.9M1.36%37,173CommonSOLE
69420N767PBNVPGIM ROCK ETF TR$3.7M1.29%128,780CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$2.5M0.86%62,171CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$2.1M0.74%53,803CommonSOLE
69420N759PBDEPGIM ROCK ETF TR$2.0M0.70%70,321CommonSOLE
00888H802JANWAIM ETF PRODUCTS TRUST$1.6M0.56%44,490CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M0.55%4,325CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$1.6M0.54%35,052CommonSOLE
125896100CMSCMS ENERGY CORP$1.6M0.54%20,073CommonSOLE
G29183103ETNEATON CORP PLC$1.5M0.51%4,091CommonSOLE
037833100AAPLAPPLE INC$1.4M0.50%5,704CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.2M0.41%7,982CommonSOLE
69420N809PBAPPGIM ROCK ETF TR$1.2M0.40%39,619CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$1.1M0.38%26,441CommonSOLE
233331107DTEDTE ENERGY CO$1.1M0.37%7,325CommonSOLE
78464A474SPSBSPDR SERIES TRUST$1.0M0.36%34,866CommonSOLE
345370860FFORD MTR CO$1.0M0.36%90,711CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.0M0.36%4,242CommonSOLE
12811T704CPSACALAMOS ETF TR$1.0M0.35%38,021CommonSOLE
863667101SYKSTRYKER CORPORATION$885,7010.31%2,695CommonSOLE
12811T829CPSOCALAMOS ETF TR$831,8170.29%30,803CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$829,6290.29%3,491CommonSOLE
69420N403PBFBPGIM ROCK ETF TR$809,7990.28%26,957CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$793,6770.27%14,368CommonSOLE
12811T803CPSJCALAMOS ETF TR$784,1120.27%29,178CommonSOLE
166764100CVXCHEVRON CORPORATION$759,7730.26%3,672CommonSOLE
69420N858PBJNPGIM ROCK ETF TR$757,2550.26%25,355CommonSOLE
512807306LRCXLAM RESEARCH CORP$738,9750.26%3,459CommonSOLE
69420N742OCTPPGIM ROCK ETF TR$737,4040.25%24,890CommonSOLE
46428Q109SLVISHARES SILVER TR$657,9600.23%9,656CommonSOLE
12811T795CPSDCALAMOS ETF TR$647,2110.22%24,974CommonSOLE
H1467J104CBCHUBB LTD SWITZ$644,8080.22%1,978CommonSOLE
617446448MSMORGAN STANLEY$599,4300.21%3,642CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$570,7350.20%18,246CommonSOLE
69420N601PBMRPGIM ROCK ETF TR$479,8350.17%15,826CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$477,3570.16%11,073CommonSOLE
61774R833EVLNMORGAN STANLEY ETF TRUST$467,2360.16%9,698CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$465,3750.16%10,950CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$464,9450.16%9,301CommonSOLE
12811T605CPSMCALAMOS ETF TR$460,5910.16%15,962CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$460,5660.16%1,566CommonSOLE
00888H794DECWAIM ETF PRODUCTS TRUST$456,5100.16%13,664CommonSOLE
316773100FITBFIFTH THIRD BANCORP$453,6740.16%9,765CommonSOLE
23345M107DTMDT MIDSTREAM INC$451,4900.16%3,353CommonSOLE
12811T886CPSTCALAMOS ETF TR$446,4920.15%16,552CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$440,2020.15%10,223CommonSOLE
12811T761CPSRCALAMOS ETF TR$421,1210.15%16,665CommonSOLE
78464A797KBESPDR SERIES TRUST$417,7690.14%7,015CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$380,4910.13%4,598CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$371,4860.13%2,969CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$367,2160.13%4,915CommonSOLE
922908629VOVANGUARD INDEX FDS$366,8250.13%1,277CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$361,9620.13%9,247CommonSOLE
G0403H108AONAON PLC$346,4910.12%1,073CommonSOLE
98149E303GLDMWORLD GOLD TR$346,2900.12%3,736CommonSOLE
98389B100XELXCEL ENERGY INC$345,2430.12%4,346CommonSOLE
097023105BABOEING CO$327,9540.11%1,648CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$327,2890.11%7,120CommonSOLE
381430602GSSCGOLDMAN SACHS ETF TR$327,0150.11%4,387CommonSOLE
46432F834IXUSISHARES TR$318,4300.11%3,675CommonSOLE
922908769VTIVANGUARD INDEX FDS$315,9440.11%985CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$312,2980.11%7,253CommonSOLE
69420N817PBAUPGIM ROCK ETF TR$310,7570.11%10,483CommonSOLE
81752T486CLOXSERIES PORTFOLIOS TR$309,6010.11%12,108CommonSOLE
92647X822SFLOVICTORY PORTFOLIOS II$306,0310.11%10,191CommonSOLE
191216100KOCOCA COLA CO$302,8150.10%3,982CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$299,5580.10%8,468CommonSOLE
587376104MBWMMERCANTILE BK CORP$294,2240.10%5,826CommonSOLE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$293,7990.10%8,728CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$290,2460.10%5,782CommonSOLE
00162Q387OUSAALPS ETF TR$288,5600.10%5,183CommonSOLE
023135106AMZNAMAZON COM INC$274,0830.09%1,316CommonSOLE
69420N833PBJLPGIM ROCK ETF TR$270,3580.09%9,098CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$270,0000.09%5,469CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$267,9220.09%30,938CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$266,3900.09%410CommonSOLE
381430438GSEWGOLDMAN SACHS ETF TR$263,1180.09%3,108CommonSOLE
92189F676SMHVANECK ETF TRUST$241,0740.08%629CommonSOLE
69420N874PBMYPGIM ROCK ETF TR$229,0470.08%7,569CommonSOLE
46654Q765JDOCJ P MORGAN EXCHANGE TRADED F$227,5970.08%4,096CommonSOLE
97650W108WTFCWINTRUST FINL CORP$226,5820.08%1,631CommonSOLE
67066G104NVDANVIDIA CORPORATION$224,3260.08%1,286CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$220,8430.08%4,871CommonSOLE
464288810IHIISHARES TR$214,3960.07%4,019CommonSOLE
609207105MDLZMONDELEZ INTL INC$208,3810.07%3,615CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.