Clearwave Capital, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 20, 2026, Clearwave Capital, Llc disclosed 165 stock positions valued at approximately $181.39M as of quarter-end June 30, 2026. The largest holdings include FIDELITY COVINGTON TRUST, ALPHABET INC, and FIDELITY MERRIMACK STR TR.

Report Period
June 30, 2026
No. of Stocks
165
Portfolio Value
$181.39M
Holdings by Sector
Clearwave Capital, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIDELITY COVINGTON TRUSTFELCOther4.23%183,123-1,371-0.74%$7,674,705
ALPHABET INCGOOGLCommunication Services3.95%20,033+335+1.70%$7,159,362
FIDELITY MERRIMACK STR TRFBNDOther3.61%143,771+16,166+12.67%$6,540,137
PGIM ETF TRPULSOther3.61%131,973-24,026-15.40%$6,539,241
BROADCOM INCAVGOTechnology3.48%16,710+3,120+22.96%$6,312,023
NVIDIA CORPORATIONNVDATechnology3.04%27,598+2,236+8.82%$5,522,153
CORNING INCGLWTechnology2.88%20,445+843+4.30%$5,222,254
APPLE INCAAPLTechnology2.80%17,574+388+2.26%$5,085,355
AMAZON COM INCAMZNConsumer Cyclical2.78%21,138+832+4.10%$5,037,978
MICROSOFT CORPMSFTTechnology2.62%12,742+253+2.03%$4,753,193
FIDELITY COVINGTON TRUSTFDVVOther2.41%72,472-2,177-2.92%$4,369,324
FIDELITY COVINGTON TRUSTFENIOther2.35%106,411+20,472+23.82%$4,270,271
ISHARES TRIQLTOther2.26%82,885+16,447+24.76%$4,106,965
MICRON TECHNOLOGY INCMUTechnology2.13%3,346+158+4.96%$3,861,861
ARISTA NETWORKS INCANETOther2.09%22,311+1,529+7.36%$3,790,193
FIDELITY COVINGTON TRUSTFESMOther1.95%73,128+4,807+7.04%$3,531,330
FIDELITY COVINGTON TRUSTFBCGOther1.79%52,145-623-1.18%$3,238,736
FIDELITY COVINGTON TRUSTFMDEOther1.67%74,620+11,445+18.12%$3,028,094
ADVANCED MICRO DEVICES INCAMDTechnology1.66%5,185--$3,012,018
META PLATFORMS INCMETACommunication Services1.54%4,944+717+16.96%$2,784,643
ISHARES TRIWFOther1.25%18,280+13,713+300.26%$2,269,845
ISHARES TRIWDOther1.19%8,881-424-4.56%$2,153,081
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.07%2,082+63+3.12%$1,947,735
DEERE & CODEIndustrials1.06%3,032+230+8.21%$1,922,976
ALPHABET INCGOOGCommunication Services0.99%5,080+3+0.06%$1,795,082
VANGUARD TAX-MANAGED FDSVEAOther0.91%23,187-188-0.80%$1,652,082
FIDELITY MERRIMACK STR TRFLTBOther0.89%32,240+3,124+10.73%$1,616,180
WALMART INCWMTConsumer Defensive0.88%14,050+283+2.06%$1,591,280
VANGUARD INDEX FDSVTVOther0.84%6,981-586-7.74%$1,521,345
ISHARES TRIWSOther0.83%9,136-582-5.99%$1,503,787
Showing 30 of 165 holdings in the latest reporting period.