StockDriftsStockDriftsTop 50 Clear Wave Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.6% | 75.7K | $56.7M | -2.77%(-2.15K) | $669.08(+16.18%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.13% | 129.7K | $27.6M | +0.90%(+1.15K) | $191.82(+15.11%) | 2026-06-30 | |
| ISTB | ISHARES TR | 4.72% | 440.4K | $21.2M | +6.87%(+28.32K) | $48.59(-1.24%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.1% | 243.1K | $18.4M | +2.61%(+6.18K) | $69.87(+14.31%) | 2026-06-30 | |
| SHY | ISHARES TR | 3.5% | 191.5K | $15.7M | +6.84%(+12.27K) | $82.67(-0.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.34% | 75.1K | $15.0M | +0.89%(+662) | $180.47(+22.16%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.31% | 19.9K | $14.9M | -2.86%(-588) | $666.13(+16.12%) | 2026-06-30 | |
| USMV | ISHARES TR | 3.14% | 146.4K | $14.1M | +0.56%(+810) | $93.45(+7.99%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.06% | 178.5K | $13.8M | +1.77%(+3.11K) | $66.84(+16.56%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.69% | 49.8K | $12.1M | +1.78%(+869) | $214.75(+16.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.50% |
Clear Wave Wealth Management LLC reports $541.47M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.6%), RSP (6.1%) and ISTB (4.7%). The top 20 holdings account for 67.32% of reported assets. Its disclosed equity book has returned +9.99% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clear Wave Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113615). View Clear Wave Wealth Management LLC’s 13F filings on SEC