Clear Wave Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$462.7M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
177
reported holdings
Largest positions
Top 100 of 177 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $50.8M | 78K |
| Spdr Gold Tr | Put | $35.1M | 82K | |
| Invesco Exchange Traded Fd T | RSP | Shares | $24.7M | 129K |
| Ishares Tr | ISTB | Shares | $20.0M | 412K |
| Ishares Tr | DGRO | Shares | $16.6M | 237K |
| Jpmorgan Chase & Co | Put | $15.0M | 51K | |
| Ishares Tr | SHY | Shares | $14.8M | 179K |
| Ishares Tr | USMV | Shares | $13.5M | 146K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.4M | 21K |
| Nvidia Corporation | NVDA | Shares | $13.0M | 74K |
| Ishares Tr | IJH | Shares | $11.8M | 175K |
| Fidelity Covington Trust | FTEC | Shares | $11.8M | 57K |
| Ishares Gold Tr | IAU | Shares | $10.9M | 124K |
| Vanguard Index Fds | VBR | Shares | $10.6M | 49K |
| Ishares Tr | IVE | Shares | $10.4M | 49K |
| Ishares Tr | QUAL | Shares | $9.7M | 50K |
| Microsoft Corp | MSFT | Shares | $8.2M | 22K |
| Ishares Tr | ITA | Shares | $8.1M | 37K |
| Apple Inc | AAPL | Shares | $8.1M | 32K |
| Nvidia Corporation | Put | $7.3M | 42K | |
| Amazon Com Inc | AMZN | Shares | $6.2M | 30K |
| Ishares Tr | EFAV | Shares | $5.7M | 63K |
| Blackrock Etf Trust | DYNF | Shares | $5.7M | 98K |
| Apple Inc | Put | $5.4M | 20K | |
| Meta Platforms Inc | META | Shares | $5.4M | 9K |
| Broadcom Inc | Put | $4.6M | 15K | |
| Select Sector Spdr Tr | XLE | Shares | $4.6M | 75K |
| Broadcom Inc | AVGO | Shares | $4.6M | 15K |
| Blackrock Etf Trust | BAI | Shares | $4.4M | 135K |
| J P Morgan Exchange Traded F | JBND | Shares | $3.5M | 66K |
| Invesco Qqq Tr | QQQ | Shares | $3.3M | 6K |
| Alphabet Inc | GOOG | Shares | $3.3M | 11K |
| Tesla Inc | TSLA | Shares | $3.2M | 9K |
| Ishares Inc | EEMV | Shares | $3.1M | 48K |
| Select Sector Spdr Tr | XLU | Shares | $3.0M | 66K |
| Alphabet Inc | GOOGL | Shares | $2.6M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $2.5M | 9K |
| Vanguard Specialized Funds | VIG | Shares | $2.4M | 11K |
| Ishares Tr | SUB | Shares | $2.2M | 21K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.2M | 6K |
| Vanguard Index Fds | VOO | Shares | $2.2M | 4K |
| Spdr Gold Tr | GLD | Shares | $2.1M | 5K |
| Xylem Inc | XYL | Shares | $2.1M | 17K |
| Bank America Corp | BAC | Shares | $1.8M | 37K |
| Amgen Inc | AMGN | Shares | $1.8M | 5K |
| Ishares Tr | IJR | Shares | $1.7M | 14K |
| Nebius Group N.V. | Shares | $1.7M | 16K | |
| Verizon Communications Inc | VZ | Shares | $1.6M | 32K |
| Ishares Tr | SGOV | Shares | $1.4M | 13K |
| Western Digital Corp | WDC | Shares | $1.3M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Ishares Tr | IWM | Shares | $1.2M | 5K |
| Ishares Tr | EFA | Shares | $1.2M | 12K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Applovin Corp | APP | Shares | $1.0M | 3K |
| Albemarle Corp | ALB | Shares | $945K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $922K | 2K |
| Morgan Stanley | MS | Shares | $921K | 6K |
| Coca Cola Co | KO | Shares | $919K | 12K |
| Netflix Inc. | NFLX | Shares | $910K | 9K |
| Alphabet Inc | Put | $863K | 3K | |
| Apple Inc | Put | $816K | 3K | |
| Exxon Mobil Corp | XOM | Shares | $802K | 5K |
| Palo Alto Networks Inc | PANW | Shares | $802K | 5K |
| Talen Energy Corp | TLN | Shares | $793K | 2K |
| Vanguard Bd Index Fds | BIV | Shares | $764K | 10K |
| Fidelity Covington Trust | FSTA | Shares | $758K | 14K |
| Ecolab Inc | ECL | Shares | $753K | 3K |
| Visa Inc | V | Shares | $751K | 2K |
| Ishares Tr | IEFA | Shares | $710K | 8K |
| Merck & Co Inc | MRK | Shares | $657K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $635K | 751 |
| Natera Inc | NTRA | Shares | $629K | 3K |
| Ge Vernova Inc | GEV | Shares | $623K | 714 |
| Vertiv Holdings Co | VRT | Shares | $587K | 2K |
| Qxo Inc | QXO | Shares | $571K | 29K |
| Vanguard World Fd | VDE | Shares | $562K | 3K |
| Walmart Inc | WMT | Shares | $559K | 4K |
| Chevron Corporation | CVX | Shares | $557K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $556K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $535K | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $535K | 1K |
| Micron Technology Inc | MU | Shares | $514K | 2K |
| Fifth Third Bancorp | FITB | Shares | $513K | 11K |
| Nextera Energy Inc | NEE | Shares | $508K | 5K |
| Conocophillips | COP | Shares | $507K | 4K |
| Procter & Gamble Co | PG | Shares | $498K | 3K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $485K | 1K |
| Novartis Ag | NVS | Shares | $476K | 3K |
| Johnson Controls Internation | Shares | $468K | 4K | |
| Rtx Corporation | RTX | Shares | $450K | 2K |
| Welltower Inc | WELL | Shares | $448K | 2K |
| Ishares Silver Tr | SLV | Shares | $448K | 7K |
| Sea Ltd | SE | Shares | $442K | 5K |
| Cisco Sys Inc | CSCO | Shares | $419K | 5K |
| Select Sector Spdr Tr | XLI | Shares | $412K | 3K |
| Philip Morris Intl Inc | PM | Shares | $408K | 2K |
| Astera Labs Inc | ALAB | Shares | $401K | 4K |
| At&T Inc | T | Shares | $392K | 14K |
| Costco Wholesale Corporation | COST | Shares | $379K | 380 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.