CLEAR WAVE WEALTH MANAGEMENT LLC
Long book
$393.5M
Q1 2026
Positions
170
Top-10 weight
48%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsCLEAR WAVE WEALTH MANAGEMENT LLC is a wealth-management firm allocating client money, running a $393.5M US long book across 170 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Current anchor positions: ISHARES CORE S&P 500 ETF, INVESCO S&P 500 EQUAL WEIGHT, ISHARES CORE 1-5 YEAR USD BO, ISHARES CORE DIVIDEND GROWTH, ISHARES 1-3 YEAR TREASURY BO.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 52%
Financials 9%
Industrials 9%
Consumer discretionary 8%
Healthcare 8%
Services media 3%
Communications 2%
Utilities 2%
Long book by quarter
What does CLEAR WAVE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 74.4K | $13.0M | 3.3% | Held |
| MSFT MICROSOFT CORP | Technology | 22.1K | $8.2M | 2.1% | Held |
| AAPL APPLE INC | Technology | 31.7K | $8.1M | 2.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 30.0K | $6.2M | 1.6% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 9.4K | $5.4M | 1.4% | Held |
| AVGO BROADCOM INC | Technology | 14.7K | $4.6M | 1.2% | Held |
| GOOG ALPHABET INC-CL C | Technology | 11.4K | $3.3M | 0.8% | Held |
| TSLA TESLA INC | Industrials | 8.6K | $3.2M | 0.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 9.1K | $2.6M | 0.7% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 8.6K | $2.5M | 0.6% | Held |
| XYL XYLEM INC | Industrials | 17.5K | $2.1M | 0.5% | Held |
| BAC BANK OF AMERICA CORP | Financials | 37.3K | $1.8M | 0.5% | Held |
| AMGN AMGEN INC | Healthcare | 5.0K | $1.8M | 0.4% | Held |
| NBIS NEBIUS GROUP NV | Technology | 16.5K | $1.7M | 0.4% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 31.5K | $1.6M | 0.4% | Held |
| WDC WESTERN DIGITAL CORP | Technology | 4.9K | $1.3M | 0.3% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.1K | $1.3M | 0.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.3% | Held |
| APP APPLOVIN CORP-CLASS A | Technology | 2.5K | $1.0M | 0.3% | Held |
| ALB ALBEMARLE CORP | Materials | 5.3K | $945K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.9K | $922K | 0.2% | Held |
| MS MORGAN STANLEY | Financials | 5.6K | $921K | 0.2% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 12.1K | $919K | 0.2% | Held |
| NFLX NETFLIX INC | Services media | 9.5K | $910K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 4.7K | $802K | 0.2% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 5.0K | $802K | 0.2% | Held |
| TLN TALEN ENERGY CORP | Utilities | 2.5K | $793K | 0.2% | Held |
| ECL ECOLAB INC | Other | 2.8K | $753K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 2.5K | $751K | 0.2% | Held |
| MRK MERCK & CO. INC. | Healthcare | 5.5K | $657K | 0.2% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 751 | $635K | 0.2% | Held |
| NTRA NATERA INC | Healthcare | 3.1K | $629K | 0.2% | Held |
| GEV GE VERNOVA INC | Industrials | 714 | $623K | 0.2% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 2.3K | $587K | 0.1% | Held |
| QXO QXO INC | Consumer discretionary | 29.4K | $571K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 4.5K | $559K | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 2.7K | $557K | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.8K | $556K | 0.1% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 2.6K | $535K | 0.1% | Held |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2K | $535K | 0.1% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 1.5K | $514K | 0.1% | Held |
| FITB FIFTH THIRD BANCORP | Financials | 11.0K | $513K | 0.1% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 5.5K | $508K | 0.1% | Held |
| COP CONOCOPHILLIPS | Energy | 3.8K | $507K | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 3.5K | $498K | 0.1% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 1.2K | $485K | 0.1% | Held |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 3.6K | $468K | 0.1% | Held |
| RTX RTX CORP | Industrials | 2.3K | $450K | 0.1% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 5.4K | $419K | 0.1% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.5K | $408K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 177 | $462.7M | canonical | SEC ↗ |