StockDriftsStockDriftsTop 50 Clearwave Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 4.57% | 200.7K | $8.7M | +9.58%(+17.54K) | $38.10(+14.20%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.68% | 20.4K | $7.0M | +1.66%(+333) | $280.68(+14.22%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.62% | 30.1K | $6.9M | +9.22%(+2.54K) | $188.43(+15.66%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 3.48% | 134.0K | $6.6M | +1.56%(+2.05K) | $49.69(-0.18%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.23% | 17.5K | $6.1M | +4.64%(+776) | $343.18(-0.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.12% | 17.8K | $5.9M | +1.41%(+248) | $264.00(+31.48%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.03% | 133.1K | $5.8M | -7.45%(-10.71K) | $46.04(-4.10%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.8% | 21.4K | $5.3M | +1.17%(+248) | $224.53(+12.73%) | 2026-09-30 | |
| FENI | FIDELITY COVINGTON TRUST | 2.66% | 127.0K | $5.1M | +19.39%(+20.63K) | $37.08(+7.11%) | 2026-09-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.46% | 77.2K | $4.7M | +6.57%(+4.76K) | $56.45(+10.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.06% |
Clearwave Capital LLC reports $190.38M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are FELC (4.6%), GOOGL (3.7%) and NVDA (3.6%). The top 20 holdings account for 51.88% of reported assets. Its disclosed equity book has returned +10.30% cumulatively over 3 quarters. Figures reflect the Q3 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 Clearwave Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111821). View Clearwave Capital LLC’s 13F filings on SEC