CLEAR WAVE WEALTH MANAGEMENT LLC

Est. AUM

$462.7M

13F long equity, this entity only

Positions

177

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$50.8M	77825	10.99%	SOLE
2	SPDR GOLD TRPUT	CALL	$35.1M	81600	7.59%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$24.7M	128507	5.33%	SOLE
4	ISHARES TR	CORE 1 5 YR USD	$20.0M	412078	4.32%	SOLE
5	ISHARES TR	CORE DIV GRWTH	$16.6M	236935	3.59%	SOLE
6	JPMORGAN CHASE & COPUT	CALL	$15.0M	51000	3.24%	SOLE
7	ISHARES TR	1 3 YR TREAS BD	$14.8M	179261	3.20%	SOLE
8	ISHARES TR	MSCI USA MIN VOL	$13.5M	145638	2.92%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.4M	20538	2.89%	SOLE
10	NVIDIA CORPORATION	COM	$13.0M	74409	2.80%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$11.8M	175420	2.56%	SOLE
12	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$11.8M	56636	2.55%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$10.9M	123567	2.35%	SOLE
14	VANGUARD INDEX FDS	SM CP VAL ETF	$10.6M	48906	2.30%	SOLE
15	ISHARES TR	S&P 500 VAL ETF	$10.4M	49174	2.24%	SOLE
16	ISHARES TR	MSCI USA QLT FCT	$9.7M	50343	2.09%	SOLE
17	MICROSOFT CORP	COM	$8.2M	22051	1.76%	SOLE
18	ISHARES TR	US AER DEF ETF	$8.1M	37212	1.76%	SOLE
19	APPLE INC	COM	$8.1M	31737	1.74%	SOLE
20	NVIDIA CORPORATIONPUT	CALL	$7.3M	42000	1.58%	SOLE
21	AMAZON COM INC	COM	$6.2M	29976	1.35%	SOLE
22	ISHARES TR	MSCI EAFE MIN VL	$5.7M	62622	1.24%	SOLE
23	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.7M	97985	1.23%	SOLE
24	APPLE INCPUT	CALL	$5.4M	20000	1.17%	SOLE
25	META PLATFORMS INC	CL A	$5.4M	9417	1.16%	SOLE
26	BROADCOM INCPUT	CALL	$4.6M	15000	1.00%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.6M	75292	1.00%	SOLE
28	BROADCOM INC	COM	$4.6M	14719	0.98%	SOLE
29	BLACKROCK ETF TRUST	ISHARES A I INNO	$4.4M	134562	0.96%	SOLE
30	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$3.5M	65953	0.77%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$3.3M	5766	0.72%	SOLE
32	ALPHABET INC	CAP STK CL C	$3.3M	11422	0.71%	SOLE
33	TESLA INC	COM	$3.2M	8608	0.69%	SOLE
34	ISHARES INC	MSCI EMERG MRKT	$3.1M	47725	0.67%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.0M	66370	0.66%	SOLE
36	ALPHABET INC	CAP STK CL A	$2.6M	9096	0.57%	SOLE
37	JPMORGAN CHASE & CO	COM	$2.5M	8575	0.55%	SOLE
38	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	11238	0.52%	SOLE
39	ISHARES TR	SHRT NAT MUN ETF	$2.2M	21011	0.48%	SOLE
40	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.2M	6445	0.47%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3601	0.47%	SOLE
42	SPDR GOLD TR	GOLD SHS	$2.1M	4851	0.45%	SOLE
43	XYLEM INC	COM	$2.1M	17462	0.45%	SOLE
44	BANK AMERICA CORP	COM	$1.8M	37274	0.39%	SOLE
45	AMGEN INC	COM	$1.8M	5027	0.38%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$1.7M	13934	0.37%	SOLE
47	NEBIUS GROUP N.V.	SHS CLASS A	$1.7M	16460	0.37%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$1.6M	31542	0.34%	SOLE
49	ISHARES TR	0-3 MNTH TREASRY	$1.4M	13490	0.29%	SOLE
50	WESTERN DIGITAL CORP	COM	$1.3M	4915	0.29%	SOLE

1–50 of 177

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.