Institutional Fund
Clear Wave Wealth Management LLC
Red Bank, NJCIK 21136151 filings on record
Portfolio Value
$393.53M
Q1 2026
Holdings
170
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.9%
- Invesco Exchange Traded Fd T6.3%
- Ishares Tr5.1%
- Ishares Tr4.2%
- Ishares Tr3.8%
- Ishares Tr3.4%
- Other64.3%
Portfolio Holdings
170 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 77.8K | $50.84M | 12.9% | +77.8K | First Filing |
| 2 | Invesco Exchange Traded Fd T | 128.5K | $24.66M | 6.3% | +128.5K | First Filing |
| 3 | Ishares Tr | 412.1K | $19.97M | 5.1% | +412.1K | First Filing |
| 4 | Ishares Tr | 236.9K | $16.63M | 4.2% | +236.9K | First Filing |
| 5 | Ishares Tr | 179.3K | $14.80M | 3.8% | +179.3K | First Filing |
| 6 | Ishares Tr | 145.6K | $13.51M | 3.4% | +145.6K | First Filing |
| 7 | Spdr S&P 500 ETF Tr | 20.5K | $13.36M | 3.4% | +20.5K | First Filing |
| 8 | Nvidia Corporation | 74.4K | $12.98M | 3.3% | +74.4K | First Filing |
| 9 | Ishares Tr | 175.4K | $11.85M | 3.0% | +175.4K | First Filing |
| 10 | Fidelity Covington Trust | 56.6K | $11.78M | 3.0% | +56.6K | First Filing |
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