CLEAR WAVE WEALTH MANAGEMENT LLC

CIK

2113615

Location

RED BANK, NJ

Portfolio Value

Small $139,250,898

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#4,659 / 8,232

Top Industry

Semiconductors 20.1%

Period ended 2 months ago

Filed May 13, 2026 · 32d

Clone Performance

May 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-1.3%

SPY

+0.2%

Annualised alpha

—

Max drawdown

−6.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

129 positions · as of Mar 31, 2026

Top Position

9.6%

of portfolio value

Top 5

38.4%

of portfolio value

Top 10

54.7%

of portfolio value

HHI

397

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$45,296,258	30
Unclassified	21.8%	$30,351,734	6
Communication Services	10.2%	$14,158,555	9
Consumer Cyclical	8.0%	$11,123,443	9
Financial Services	7.9%	$10,981,072	18
Healthcare	7.6%	$10,617,617	23
Industrials	5.3%	$7,404,633	16
Consumer Defensive	2.4%	$3,340,938	7
Basic Materials	1.4%	$1,924,135	3
Energy	1.3%	$1,865,949	3
Utilities	1.1%	$1,571,263	3
Real Estate	0.4%	$615,301	2

Portfolio Positions

Compact Export CSV View 13F filing

129 positions · $139,250,898 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 129 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	First	20,538	—	$13,356,682	—	9.59%
NVDA	Nvidia Corp Technology	First	74,409	—	$12,976,929	—	9.32%
IAU	Ishares Gold Trust	First	123,567	—	$10,893,666	—	7.82%
MSFT	Microsoft Corp Technology	First	22,051	—	$8,162,618	—	5.86%
AAPL	Apple Inc. Technology	First	31,737	—	$8,054,533	—	5.78%
AMZN	Amazon Com Inc Consumer Cyclical	First	29,976	—	$6,243,101	—	4.48%
META	Meta Platforms, Inc. Communication Services	First	9,417	—	$5,387,748	—	3.87%
AVGO	Broadcom Inc. Technology	First	14,719	—	$4,555,677	—	3.27%
QQQ	Invesco Qqq Trust, Series 1	First	5,766	—	$3,328,019	—	2.39%
TSLA	Tesla, Inc. Consumer Cyclical	First	8,608	—	$3,200,024	—	2.30%
GOOGL	Alphabet Inc. Communication Services	First	9,096	—	$2,615,645	—	1.88%
JPM	Jpmorgan Chase & Co Financial Services	First	8,575	—	$2,522,422	—	1.81%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	6,445	—	$2,178,087	—	1.56%
GLD	Spdr Gold Trust	First	4,851	—	$2,087,336	—	1.50%
XYL	Xylem Inc. Industrials	First	17,462	—	$2,086,709	—	1.50%
BAC	Bank Of America Corp /De/ Financial Services	First	37,274	—	$1,817,107	—	1.30%
AMGN	Amgen Inc Healthcare	First	5,027	—	$1,768,749	—	1.27%
NBIS	Nebius Group N.V. Communication Services	First	16,460	—	$1,707,889	—	1.23%
VZ	Verizon Communications Inc Communication Services	First	31,542	—	$1,583,408	—	1.14%
WDC	Western Digital Corp Technology	First	4,915	—	$1,329,458	—	0.95%
JNJ	Johnson & Johnson Healthcare	First	5,140	—	$1,256,421	—	0.90%
LLY	ELI LILLY & Co Healthcare	First	1,189	—	$1,093,606	—	0.79%
APP	AppLovin Corp Communication Services	First	2,519	—	$1,002,562	—	0.72%
ALB	Albemarle Corp Basic Materials	First	5,261	—	$944,507	—	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	First	1,925	—	$922,460	—	0.66%
MS	Morgan Stanley Financial Services	First	5,597	—	$921,098	—	0.66%
KO	Coca Cola Co Consumer Defensive	First	12,090	—	$919,444	—	0.66%
NFLX	Netflix Inc Communication Services	First	9,462	—	$909,771	—	0.65%
XOM	Exxon Mobil Corp Energy	First	4,726	—	$801,813	—	0.58%
PANW	Palo Alto Networks Inc Technology	First	5,000	—	$801,600	—	0.58%
TLN	Talen Energy Corp Utilities	First	2,484	—	$792,967	—	0.57%
ECL	Ecolab Inc. Basic Materials	First	2,829	—	$752,570	—	0.54%
V	Visa Inc. Financial Services	First	2,486	—	$751,368	—	0.54%
MRK	Merck & Co., Inc. Healthcare	First	5,465	—	$657,384	—	0.47%
GS	Goldman Sachs Group Inc Financial Services	First	751	—	$635,338	—	0.46%
NTRA	Natera, Inc. Healthcare	First	3,143	—	$628,568	—	0.45%
GEV	GE Vernova Inc. Industrials	First	714	—	$623,250	—	0.45%
VRT	Vertiv Holdings Co Industrials	First	2,343	—	$587,108	—	0.42%
QXO	QXO, Inc. Industrials	First	29,397	—	$570,889	—	0.41%
WMT	Walmart Inc. Consumer Defensive	First	4,495	—	$558,638	—	0.40%
CVX	Chevron Corp Energy	First	2,694	—	$557,388	—	0.40%
PLTR	Palantir Technologies Inc. Technology	First	3,798	—	$555,571	—	0.40%
AMD	Advanced Micro Devices Inc Technology	First	2,631	—	$535,224	—	0.38%
ISRG	Intuitive Surgical Inc Healthcare	First	1,160	—	$534,748	—	0.38%
MU	Micron Technology Inc Technology	First	1,520	—	$513,516	—	0.37%
FITB	Fifth Third Bancorp Financial Services	First	11,040	—	$512,918	—	0.37%
NEE	Nextera Energy Inc Utilities	First	5,467	—	$507,774	—	0.36%
COP	Conocophillips Energy	First	3,839	—	$506,748	—	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	3,451	—	$498,462	—	0.36%
CRWD	CrowdStrike Holdings, Inc. Technology	First	1,242	—	$484,889	—	0.35%