Clear Wave Wealth Management Llc Portfolio Stock Holdings
Clear Wave Wealth Management Llc disclosed 170 stock positions valued at approximately $393.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 170
- Portfolio Value
- $393.5M
Holdings by Sector
Clear Wave Wealth Management Llc Portfolio Holdings in Q1 2026
168 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.92% | 77,825 | +77,825 | +100.00% | $50,835,965 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.27% | 128,507 | +128,507 | +100.00% | $24,662,983 |
| ISHARES TR | ISTB | Other | 5.07% | 412,078 | +412,078 | +100.00% | $19,969,296 |
| ISHARES TR | DGRO | Other | 4.23% | 236,935 | +236,935 | +100.00% | $16,628,072 |
| ISHARES TR | SHY | Other | 3.76% | 179,261 | +179,261 | +100.00% | $14,801,593 |
| ISHARES TR | USMV | Other | 3.43% | 145,638 | +145,638 | +100.00% | $13,506,430 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.39% | 20,538 | +20,538 | +100.00% | $13,356,943 |
| NVIDIA CORPORATION | NVDA | Technology | 3.30% | 74,409 | +74,409 | +100.00% | $12,976,853 |
| ISHARES TR | IJH | Other | 3.01% | 175,420 | +175,420 | +100.00% | $11,846,099 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 2.99% | 56,636 | +56,636 | +100.00% | $11,783,057 |
| ISHARES GOLD TR | IAU | Other | 2.77% | 123,567 | +123,567 | +100.00% | $10,893,667 |
| VANGUARD INDEX FDS | VBR | Other | 2.70% | 48,906 | +48,906 | +100.00% | $10,624,789 |
| ISHARES TR | IVE | Other | 2.64% | 49,174 | +49,174 | +100.00% | $10,383,105 |
| ISHARES TR | QUAL | Other | 2.45% | 50,343 | +50,343 | +100.00% | $9,656,248 |
| MICROSOFT CORP | MSFT | Technology | 2.07% | 22,051 | +22,051 | +100.00% | $8,162,619 |
| ISHARES TR | ITA | Other | 2.07% | 37,212 | +37,212 | +100.00% | $8,140,016 |
| APPLE INC | AAPL | Technology | 2.05% | 31,737 | +31,737 | +100.00% | $8,054,533 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.59% | 29,976 | +29,976 | +100.00% | $6,243,102 |
| ISHARES TR | EFAV | Other | 1.45% | 62,622 | +62,622 | +100.00% | $5,721,756 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.45% | 97,985 | +97,985 | +100.00% | $5,700,783 |
| META PLATFORMS INC | META | Communication Services | 1.37% | 9,417 | +9,417 | +100.00% | $5,387,748 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.17% | 75,292 | +75,292 | +100.00% | $4,612,379 |
| BROADCOM INC | AVGO | Technology | 1.16% | 14,719 | +14,719 | +100.00% | $4,555,678 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.90% | 65,953 | +65,953 | +100.00% | $3,546,296 |
| INVESCO QQQ TR | QQQ | Other | 0.85% | 5,766 | +5,766 | +100.00% | $3,327,939 |
| ALPHABET INC | GOOG | Communication Services | 0.83% | 11,422 | +11,422 | +100.00% | $3,276,518 |
| TESLA INC | TSLA | Consumer Cyclical | 0.81% | 8,608 | +8,608 | +100.00% | $3,199,973 |
| ISHARES INC | EEMV | Other | 0.79% | 47,725 | +47,725 | +100.00% | $3,089,262 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.77% | 66,370 | +66,370 | +100.00% | $3,045,699 |
| ALPHABET INC | GOOGL | Communication Services | 0.66% | 9,096 | +9,096 | +100.00% | $2,615,783 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.64% | 8,575 | +8,575 | +100.00% | $2,522,422 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.61% | 11,238 | +11,238 | +100.00% | $2,416,890 |
| ISHARES TR | SUB | Other | 0.57% | 21,011 | +21,011 | +100.00% | $2,237,672 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.55% | 6,445 | +6,445 | +100.00% | $2,178,088 |
| VANGUARD INDEX FDS | VOO | Other | 0.55% | 3,601 | +3,601 | +100.00% | $2,151,574 |
| SPDR GOLD TR | GLD | Other | 0.53% | 4,851 | +4,851 | +100.00% | $2,087,467 |
| XYLEM INC | XYL | Industrials | 0.53% | 17,462 | +17,462 | +100.00% | $2,086,750 |
| BANK AMERICA CORP | BAC | Financial Services | 0.46% | 37,274 | +37,274 | +100.00% | $1,817,108 |
| AMGEN INC | AMGN | Healthcare | 0.45% | 5,027 | +5,027 | +100.00% | $1,768,750 |
| ISHARES TR | IJR | Other | 0.44% | 13,934 | +13,934 | +100.00% | $1,732,146 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.43% | 16,460 | +16,460 | +100.00% | $1,707,890 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.40% | 31,542 | +31,542 | +100.00% | $1,583,412 |
| ISHARES TR | SGOV | Other | 0.35% | 13,490 | +13,490 | +100.00% | $1,357,947 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.34% | 4,915 | +4,915 | +100.00% | $1,329,458 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.32% | 5,140 | +5,140 | +100.00% | $1,256,422 |
| ISHARES TR | IWM | Other | 0.31% | 4,975 | +4,975 | +100.00% | $1,233,692 |
| ISHARES TR | EFA | Other | 0.29% | 11,863 | +11,863 | +100.00% | $1,152,274 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 1,189 | +1,189 | +100.00% | $1,093,895 |
| APPLOVIN CORP | APP | Technology | 0.25% | 2,519 | +2,519 | +100.00% | $1,002,562 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.24% | 5,261 | +5,261 | +100.00% | $944,507 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 1,925 | +1,925 | +100.00% | $922,460 |
| MORGAN STANLEY | MS | Financial Services | 0.23% | 5,597 | +5,597 | +100.00% | $921,098 |
| COCA COLA CO | KO | Consumer Defensive | 0.23% | 12,090 | +12,090 | +100.00% | $919,445 |
| NETFLIX INC. | NFLX | Communication Services | 0.23% | 9,462 | +9,462 | +100.00% | $909,771 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 4,726 | +4,726 | +100.00% | $801,813 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.20% | 5,000 | +5,000 | +100.00% | $801,600 |
| TALEN ENERGY CORP | TLN | Other | 0.20% | 2,484 | +2,484 | +100.00% | $792,967 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.19% | 9,900 | +9,900 | +100.00% | $764,049 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.19% | 14,481 | +14,481 | +100.00% | $757,765 |
| ECOLAB INC | ECL | Basic Materials | 0.19% | 2,829 | +2,829 | +100.00% | $752,571 |
| VISA INC | V | Financial Services | 0.19% | 2,486 | +2,486 | +100.00% | $751,369 |
| ISHARES TR | IEFA | Other | 0.18% | 7,843 | +7,843 | +100.00% | $709,987 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 5,465 | +5,465 | +100.00% | $657,438 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.16% | 751 | +751 | +100.00% | $635,338 |
| NATERA INC | NTRA | Healthcare | 0.16% | 3,143 | +3,143 | +100.00% | $628,569 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 714 | +714 | +100.00% | $623,251 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.15% | 2,343 | +2,343 | +100.00% | $587,109 |
| QXO INC | QXO | Technology | 0.15% | 29,397 | +29,397 | +100.00% | $570,890 |
| VANGUARD WORLD FD | VDE | Other | 0.14% | 3,250 | +3,250 | +100.00% | $562,371 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 4,495 | +4,495 | +100.00% | $558,639 |
| CHEVRON CORPORATION | CVX | Energy | 0.14% | 2,694 | +2,694 | +100.00% | $557,389 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 3,798 | +3,798 | +100.00% | $555,571 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.14% | 2,631 | +2,631 | +100.00% | $535,163 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.14% | 1,160 | +1,160 | +100.00% | $534,748 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.13% | 1,520 | +1,520 | +100.00% | $513,516 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.13% | 11,040 | +11,040 | +100.00% | $512,918 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 5,467 | +5,467 | +100.00% | $507,775 |
| CONOCOPHILLIPS | COP | Energy | 0.13% | 3,839 | +3,839 | +100.00% | $506,748 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 3,451 | +3,451 | +100.00% | $498,462 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.12% | 1,242 | +1,242 | +100.00% | $484,889 |
| NOVARTIS AG | NVS | Healthcare | 0.12% | 3,114 | +3,114 | +100.00% | $475,664 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.12% | 3,572 | +3,572 | +100.00% | $467,753 |
| RTX CORPORATION | RTX | Industrials | 0.11% | 2,335 | +2,335 | +100.00% | $450,422 |
| WELLTOWER INC | WELL | Real Estate | 0.11% | 2,267 | +2,267 | +100.00% | $448,275 |
| ISHARES SILVER TR | SLV | Other | 0.11% | 6,574 | +6,574 | +100.00% | $447,952 |
| SEA LTD | SE | Consumer Cyclical | 0.11% | 5,337 | +5,337 | +100.00% | $441,957 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 5,401 | +5,401 | +100.00% | $419,064 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.10% | 2,547 | +2,547 | +100.00% | $411,945 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 2,469 | +2,469 | +100.00% | $408,224 |
| ASTERA LABS INC | ALAB | Technology | 0.10% | 3,657 | +3,657 | +100.00% | $400,807 |
| AT&T INC | T | Communication Services | 0.10% | 13,505 | +13,505 | +100.00% | $391,510 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.10% | 380 | +380 | +100.00% | $378,643 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 0.10% | 9,017 | +9,017 | +100.00% | $376,189 |
| HEICO CORP NEW | HEI | Industrials | 0.09% | 1,326 | +1,326 | +100.00% | $363,589 |
| LAM RESEARCH CORP | LRCX | Other | 0.09% | 1,695 | +1,695 | +100.00% | $362,154 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.09% | 2,425 | +2,425 | +100.00% | $355,589 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 0.09% | 5,497 | +5,497 | +100.00% | $353,017 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.09% | 5,178 | +5,178 | +100.00% | $341,696 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.09% | 1,595 | +1,595 | +100.00% | $337,039 |
| CITIGROUP INC | C | Financial Services | 0.09% | 2,962 | +2,962 | +100.00% | $335,920 |