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CLEAR WAVE WEALTH MANAGEMENT LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-13
Market Value
$394M
Holdings
170
New Purchases
170
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
48.4%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 57 | $152M | 38.6% |
| Large Cap | 97 | $202M | 51.3% |
| Mid Cap | 9 | $38M | 9.6% |
| Small Cap | 5 | $2M | 0.5% |
| Micro Cap | 2 | $222K | 0.1% |
Portfolio Analytics
Avg Market Cap
$365.9B
Median Market Cap
$102.3B
Avg P/E
45.0
Median P/E
29.9
Avg Dividend Yield
0.01%
Avg Beta
1.02
# Stocks
124
# ETFs / Funds
46
Top Holdings (170 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 12.92% | 77,825 | $51M | $653.21 | — | — | — | |
| 2 | RSP | 6.27% | 128,507 | $25M | $191.92 | — | — | — | |
| 3 | ISTB | 5.07% | 412,078 | $20M | $48.46 | — | — | — | |
| 4 | DGRO | 4.23% | 236,935 | $17M | $70.18 | — | — | — | |
| 5 | SHY | 3.76% | 179,261 | $15M | $82.57 | — | — | — | |
| 6 | USMV | 3.43% | 145,638 | $14M | $92.74 | — | — | — | |
| 7 | SPY | 3.39% | 20,538 | $13M | $650.35 | — | — | — | |
| 8 | NVDA | 3.30% | 74,409 | $13M | $174.40 | — | — | — | |
| 9 | IJH | 3.01% | 175,420 | $12M | $67.53 | — | — | — | |
| 10 | FTEC | 2.99% | 56,636 | $12M | $208.05 | — | — | — | |
| 11 | IAU | 2.77% | 123,567 | $11M | $88.16 | — | — | — | |
| 12 | VBR | 2.70% | 48,906 | $11M | $217.25 | — | — | — | |
| 13 | IVE | 2.64% | 49,174 | $10M | $211.15 | — | — | — | |
| 14 | QUAL | 2.45% | 50,343 | $10M | $191.81 | — | — | — | |
| 15 | MSFT | 2.07% | 22,051 | $8M | $370.17 | — | — | — | |
| 16 | ITA | 2.07% | 37,212 | $8M | $218.75 | — | — | — | |
| 17 | AAPL | 2.05% | 31,737 | $8M | $253.79 | — | — | — | |
| 18 | AMZN | 1.59% | 29,976 | $6M | $208.27 | — | — | — | |
| 19 | EFAV | 1.45% | 62,622 | $6M | $91.37 | — | — | — | |
| 20 | DYNF | 1.45% | 97,985 | $6M | $58.18 | — | — | — | |
| 21 | META | 1.37% | 9,417 | $5M | $572.13 | — | — | — | |
| 22 | XLE | 1.17% | 75,292 | $5M | $61.26 | — | — | — | |
| 23 | AVGO | 1.16% | 14,719 | $5M | $309.51 | — | — | — | |
| 24 | BAI | 1.13% | 134,562 | $4M | $32.95 | — | — | — | |
| 25 | JBND | 0.90% | 65,953 | $4M | $53.77 | — | — | — | |
| 26 | QQQ | 0.85% | 5,766 | $3M | $577.17 | — | — | — | |
| 27 | GOOG | 0.83% | 11,422 | $3M | $286.86 | — | — | — | |
| 28 | TSLA | 0.81% | 8,608 | $3M | $371.74 | — | — | — | |
| 29 | EEMV | 0.79% | 47,725 | $3M | $64.73 | — | — | — | |
| 30 | XLU | 0.77% | 66,370 | $3M | $45.89 | — | — | — | |
| 31 | GOOGL | 0.66% | 9,096 | $3M | $287.58 | — | — | — | |
| 32 | JPM | 0.64% | 8,575 | $3M | $294.16 | — | — | — | |
| 33 | VIG | 0.61% | 11,238 | $2M | $215.06 | — | — | — | |
| 34 | SUB | 0.57% | 21,011 | $2M | $106.50 | — | — | — | |
| 35 | TSM | 0.55% | 6,445 | $2M | $337.95 | — | — | — | |
| 36 | VOO | 0.55% | 3,601 | $2M | $597.49 | — | — | — | |
| 37 | GLD | 0.53% | 4,851 | $2M | $430.32 | — | — | — | |
| 38 | XYL | 0.53% | 17,462 | $2M | $119.50 | — | — | — | |
| 39 | BAC | 0.46% | 37,274 | $2M | $48.75 | — | — | — | |
| 40 | AMGN | 0.45% | 5,027 | $2M | $351.85 | — | — | — | |
| 41 | IJR | 0.44% | 13,934 | $2M | $124.31 | — | — | — | |
| 42 | YNDX | 0.43% | 16,460 | $2M | $103.76 | — | — | — | |
| 43 | VZ | 0.40% | 31,542 | $2M | $50.20 | — | — | — | |
| 44 | SGOV | 0.35% | 13,490 | $1M | $100.66 | — | — | — | |
| 45 | WDC | 0.34% | 4,915 | $1M | $270.49 | — | — | — | |
| 46 | JNJ | 0.32% | 5,140 | $1M | $244.44 | — | — | — | |
| 47 | IWM | 0.31% | 4,975 | $1M | $247.98 | — | — | — | |
| 48 | EFA | 0.29% | 11,863 | $1M | $97.13 | — | — | — | |
| 49 | LLY | 0.28% | 1,189 | $1M | $920.01 | — | — | — | |
| 50 | APP | 0.25% | 2,519 | $1M | $398.00 | — | — | — | |
| 51 | ALB | 0.24% | 5,261 | $945K | $179.53 | — | — | — | |
| 52 | BRK-B | 0.23% | 1,925 | $922K | $479.20 | — | — | — | |
| 53 | MS | 0.23% | 5,597 | $921K | $164.57 | — | — | — | |
| 54 | KO | 0.23% | 12,090 | $919K | $76.05 | — | — | — | |
| 55 | NFLX | 0.23% | 9,462 | $910K | $96.15 | — | — | — | |
| 56 | XOM | 0.20% | 4,726 | $802K | $169.66 | — | — | — | |
| 57 | PANW | 0.20% | 5,000 | $802K | $160.32 | — | — | — | |
| 58 | TLN | 0.20% | 2,484 | $793K | $319.23 | — | — | — | |
| 59 | BIV | 0.19% | 9,900 | $764K | $77.18 | — | — | — | |
| 60 | FSTA | 0.19% | 14,481 | $758K | $52.33 | — | — | — | |
| 61 | ECL | 0.19% | 2,829 | $753K | $266.02 | — | — | — | |
| 62 | V | 0.19% | 2,486 | $751K | $302.24 | — | — | — | |
| 63 | IEFA | 0.18% | 7,843 | $710K | $90.52 | — | — | — | |
| 64 | MRK | 0.17% | 5,465 | $657K | $120.30 | — | — | — | |
| 65 | GS | 0.16% | 751 | $635K | $845.99 | — | — | — | |
| 66 | NTRA | 0.16% | 3,143 | $629K | $199.99 | — | — | — | |
| 67 | GEV | 0.16% | 714 | $623K | $872.90 | — | — | — | |
| 68 | VRT | 0.15% | 2,343 | $587K | $250.58 | — | — | — | |
| 69 | QXO | 0.15% | 29,397 | $571K | $19.42 | — | — | — | |
| 70 | VDE | 0.14% | 3,250 | $562K | $173.04 | — | — | — | |
| 71 | WMT | 0.14% | 4,495 | $559K | $124.28 | — | — | — | |
| 72 | CVX | 0.14% | 2,694 | $557K | $206.90 | — | — | — | |
| 73 | PLTR | 0.14% | 3,798 | $556K | $146.28 | — | — | — | |
| 74 | AMD | 0.14% | 2,631 | $535K | $203.41 | — | — | — | |
| 75 | ISRG | 0.14% | 1,160 | $535K | $460.99 | — | — | — | |
| 76 | MU | 0.13% | 1,520 | $514K | $337.84 | — | — | — | |
| 77 | FITB | 0.13% | 11,040 | $513K | $46.46 | — | — | — | |
| 78 | NEE | 0.13% | 5,467 | $508K | $92.88 | — | — | — | |
| 79 | COP | 0.13% | 3,839 | $507K | $132.00 | — | — | — | |
| 80 | PG | 0.13% | 3,451 | $498K | $144.44 | — | — | — | |
| 81 | CRWD | 0.12% | 1,242 | $485K | $390.41 | — | — | — | |
| 82 | NVS | 0.12% | 3,114 | $476K | $152.75 | — | — | — | |
| 83 | JCI | 0.12% | 3,572 | $468K | $130.95 | — | — | — | |
| 84 | RTX | 0.11% | 2,335 | $450K | $192.90 | — | — | — | |
| 85 | WELL | 0.11% | 2,267 | $448K | $197.74 | — | — | — | |
| 86 | SLV | 0.11% | 6,574 | $448K | $68.14 | — | — | — | |
| 87 | SE | 0.11% | 5,337 | $442K | $82.81 | — | — | — | |
| 88 | CSCO | 0.11% | 5,401 | $419K | $77.59 | — | — | — | |
| 89 | XLI | 0.10% | 2,547 | $412K | $161.74 | — | — | — | |
| 90 | PM | 0.10% | 2,469 | $408K | $165.34 | — | — | — | |
| 91 | ALAB | 0.10% | 3,657 | $401K | $109.60 | — | — | — | |
| 92 | T | 0.10% | 13,505 | $392K | $28.99 | — | — | — | |
| 93 | COST | 0.10% | 380 | $379K | $996.43 | — | — | — | |
| 94 | GFL | 0.10% | 9,017 | $376K | $41.72 | — | — | — | |
| 95 | HEI | 0.09% | 1,326 | $364K | $274.20 | — | — | — | |
| 96 | LRCX | 0.09% | 1,695 | $362K | $213.66 | — | — | — | |
| 97 | XLV | 0.09% | 2,425 | $356K | $146.63 | — | — | — | |
| 98 | WGS | 0.09% | 5,497 | $353K | $64.22 | — | — | — | |
| 99 | MO | 0.09% | 5,178 | $342K | $65.99 | — | — | — | |
| 100 | CAH | 0.09% | 1,595 | $337K | $211.31 | — | — | — |