CLEAR WAVE WEALTH MANAGEMENT LLC
CIK 2113615
13F filing for Q2 2026・No. 3,708
- Holdings
- US$541.47M
- Quarter change
- +US$78.75M
- Entries
- 191
- Net bought (estimate)
- +US$5.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 18
- Cut 53
- Added 88
- Corporate actions 0
- Unchanged 11
Largest holdings
182 stocks worth US$449.85M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 75,673 | US$56.67M | 12.60% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 129,659 | US$27.59M | 6.13% |
| ISHARES TRCORE 1 5 YR USD | Added | 440,393 | US$21.25M | 4.72% |
| ISHARES TRCORE DIV GRWTH | Added | 243,115 | US$18.43M | 4.10% |
| ISHARES TR1 3 YR TREAS BD | Added | 191,530 | US$15.73M | 3.50% |
| NVDANvidiaCOM | Added | 75,071 | US$15.02M | 3.34% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 19,950 | US$14.9M | 3.31% |
| ISHARES TRMSCI USA MIN ETF | Added | 146,448 | US$14.13M | 3.14% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 178,526 | US$13.77M | 3.06% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 49,775 | US$12.09M | 2.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.