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Funds / Clearwave Capital, LLC
Institutional Fund

Clearwave Capital, LLC

Upland, CACIK 21118212 filings on record

Portfolio Value
$146.26M
Q1 2026
Holdings
146
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+8.0%
from $135.44M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Pgim ETF Tr5.3%
  • Fidelity Covington Trust4.6%
  • Fidelity Merrimack Str Tr4.0%
  • Alphabet Inc3.9%
  • Microsoft Corp3.2%
  • Nvidia Corporation3.0%
  • Other76.1%

Portfolio Holdings

146 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Pgim ETF Tr156.0K$7.72M5.3%+17.8KAdded
2Fidelity Covington Trust184.5K$6.69M4.6%+19.2KAdded
3Fidelity Merrimack Str Tr127.6K$5.82M4.0%+12.5KAdded
4Alphabet Inc19.7K$5.66M3.9%+758Added
5Microsoft Corp12.5K$4.62M3.2%+7.4KAdded
6Nvidia Corporation25.4K$4.42M3.0%+779Added
7Apple Inc17.2K$4.36M3.0%+474Added
8Amazon Com Inc20.3K$4.23M2.9%+2.5KAdded
9Broadcom Inc13.6K$4.21M2.9%+941Added
10Fidelity Covington Trust74.6K$4.12M2.8%+3.8KAdded

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