CLEAR WAVE WEALTH MANAGEMENT LLC

CIK

2113615

Location

RED BANK, NJ

Portfolio Value

Small $170,394,705

Diversification

Diversified

Filing Date

Global Rank

#4,788 / 8,517 ▲ 271

Top Industry

Semiconductors 22.2%

3Y Alpha vs SPY

+5.2%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+6.2%

SPY

+5.0%

Annualised alpha

+5.5%

Max drawdown

−6.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

137 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.8%

−0.1 pts

Top 5

34.5%

−1.1 pts

Top 10

51.8%

−1.4 pts

HHI

353

Diversified−12

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$61,698,888	39
Unclassified	19.0%	$32,360,000	6
Communication Services	12.1%	$20,642,721	9
Financial Services	7.2%	$12,343,360	16
Consumer Cyclical	7.2%	$12,343,139	7
Healthcare	6.6%	$11,266,173	21
Industrials	6.0%	$10,154,769	19
Consumer Defensive	1.9%	$3,215,346	6
Basic Materials	1.3%	$2,254,798	5
Utilities	1.1%	$1,940,577	4
Energy	0.8%	$1,437,255	3
Real Estate	0.4%	$737,679	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+20,699	144,266	$10,893,525
QXO	QXO, Inc.	+2,510	31,907	$551,352
GOOGL	Alphabet Inc.	+1,726	22,244	$7,901,916
AAPL	Apple Inc.	+1,006	32,743	$9,474,514
MRK	Merck & Co., Inc.	+815	6,280	$806,980
MSFT	Microsoft Corp	+705	22,756	$8,488,443
ANET	Arista Networks, Inc.	+683	2,981	$506,412
AMZN	Amazon Com Inc	+666	30,642	$7,303,214
NVDA	Nvidia Corp	+662	75,071	$15,020,956
AMD	Advanced Micro Devices Inc	+585	3,216	$1,868,206
MU	Micron Technology Inc	+512	2,032	$2,345,517
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+499	6,944	$3,316,246
BAC	Bank Of America Corp /De/	+463	37,737	$2,150,254
HOOD	Robinhood Markets, Inc.	+374	3,595	$360,506
UNH	Unitedhealth Group Inc	+350	1,530	$635,913
META	Meta Platforms, Inc.	+337	9,754	$5,494,330
CSCO	Cisco Systems, Inc.	+239	5,640	$662,474
GE	General Electric Co	+203	1,089	$406,991
PG	PROCTER & GAMBLE Co	+198	3,649	$535,089
KO	Coca Cola Co	+181	12,271	$997,264
PANW	Palo Alto Networks Inc	+179	5,179	$1,766,142
GS	Goldman Sachs Group Inc	+179	930	$940,574
ABBV	AbbVie Inc.	+164	1,350	$339,714
ORCL	Oracle Corp	+152	1,970	$288,703
BRK-B	Berkshire Hathaway Inc	+150	2,075	$1,038,309
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NBIS	Nebius Group N.V.	−5,361	11,099	$3,065,210
GFL	GFL Environmental Inc.	−2,807	6,210	$228,465
AVGO	Broadcom Inc.	−2,526	12,193	$4,605,905
ASX	ASE Technology Holding Co., Ltd.	−2,273	7,422	$334,880
NFLX	Netflix Inc	−1,763	7,699	$549,708
NVS	Novartis AG	−1,091	2,023	$317,044
ALAB	Astera Labs, Inc.	−1,015	2,642	$1,276,138
VRT	Vertiv Holdings Co	−783	1,560	$522,319
SE	Sea Ltd	−756	4,581	$438,997
ROKU	Roku, Inc	−700	2,838	$392,041
SPY	Spdr S&P 500 ETF Trust	−588	19,950	$14,898,061
T	At&T Inc.	−391	13,114	$271,459
NET	Cloudflare, Inc.	−348	1,188	$291,392
LLY	ELI LILLY & Co	−305	884	$1,060,296
ENTG	Entegris Inc	−305	2,009	$361,338
XOM	ExxonMobil Holdings Corp	−297	4,429	$605,532
MTSI	MACOM Technology Solutions Holdings, Inc.	−278	732	$278,430
WDC	Western Digital Corp	−277	4,638	$2,962,383
NEE	Nextera Energy Inc	−267	5,200	$456,404
JBL	Jabil Inc	−214	681	$262,511
XYL	Xylem Inc.	−206	17,256	$2,039,831
QQQ	Invesco Qqq Trust, Series 1	−82	5,684	$4,185,697
MDT	Medtronic plc	−81	3,544	$277,247
TFC	Truist Financial Corp	−80	4,651	$231,712
GLD	Spdr Gold Trust	−66	4,785	$1,762,698
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	10,393	$1,775,747
INTC	Intel Corp	4,436	$619,398
LITE	Lumentum Holdings Inc.	512	$439,326
NVO	Novo Nordisk A S	8,472	$406,147
KLAC	Kla Corp	1,287	$388,300
VEEV	Veeva Systems Inc	1,882	$333,998
ECHO	EchoStar CORP	2,970	$301,455
TWLO	Twilio Inc	1,409	$290,718
FCX	Freeport-Mcmoran Inc	4,254	$267,534
NRIX	Nurix Therapeutics, Inc.	10,792	$261,813
MWH	SOLV Energy, Inc.	7,140	$243,117
SNDK	Sandisk Corp	101	$229,646
ESI	Element Solutions Inc	4,690	$223,947
STX	Seagate Technology Holdings plc	232	$223,880
MET	Metlife Inc	2,634	$222,862
ETN	Eaton Corp plc	521	$222,008
TXN	Texas Instruments Inc	739	$220,273
AEIS	Advanced Energy Industries Inc	588	$219,247
CGNX	Cognex Corp	3,019	$218,635
SNOW	Snowflake Inc.	856	$217,852
MOG-A	Moog Inc.	509	$215,734
GFS	GLOBALFOUNDRIES Inc.	2,579	$212,535
EQIX	Equinix Inc	201	$209,520
MRVL	Marvell Technology, Inc.	703	$209,416
COHR	Coherent Corp.	516	$203,546
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	134,562	$4,433,817
VIG	Vanguard Dividend Appreciation ETF	11,238	$2,416,844
BIV	Vanguard Intermediate-Term Bond ETF	9,900	$764,082
PLTR	Palantir Technologies Inc.	3,798	$555,571
SPGI	S&P Global Inc.	754	$320,706
BSX	Boston Scientific Corp	5,102	$320,150
AZN	Astrazeneca PLC	1,536	$302,929
RKT	Rocket Companies, Inc.	19,914	$283,774
PFE	Pfizer Inc	9,314	$261,537
LOPE	Grand Canyon Education, Inc.	1,387	$235,831
CMCSA	Comcast Corp	7,846	$225,258
AXP	American Express Co	730	$220,810
TJX	Tjx Companies Inc /De/	1,368	$218,469
VB	Vanguard Morningstar Small-Cap ETF	830	$217,393
FIX	Comfort Systems USA Inc	157	$216,501
CDNS	Cadence Design Systems Inc	776	$215,627
TMO	Thermo Fisher Scientific Inc.	433	$212,832
LOW	Lowes Companies Inc	873	$206,272
HCA	HCA Healthcare, Inc.	429	$203,019
NOW	ServiceNow, Inc.	1,927	$201,467
DOC	Healthpeak Properties, Inc.	10,170	$167,093
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $170,394,705 total · filing declares 191 positions · $541,471,764 · as of Jun 30, 2026

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

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	75,071	+662	$15,020,956	+15.8%	8.82%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,950	-588	$14,898,061	+11.5%	8.74%
IAU	Ishares Gold Trust	Added	144,266	+20,699	$10,893,525	−0.0%	6.39%
AAPL	Apple Inc. Technology	Added	32,743	+1,006	$9,474,514	+17.6%	5.56%
MSFT	Microsoft Corp Technology	Added	22,756	+705	$8,488,443	+4.0%	4.98%
GOOGL	Alphabet Inc. Communication Services	Added	22,244	+1,726	$7,901,916	+34.1%	4.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,642	+666	$7,303,214	+17.0%	4.29%
META	Meta Platforms, Inc. Communication Services	Added	9,754	+337	$5,494,330	+2.0%	3.22%
AVGO	Broadcom Inc. Technology	Reduced	12,193	-2,526	$4,605,905	+1.1%	2.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,684	-82	$4,185,697	+25.8%	2.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,619	+11	$3,625,151	+13.3%	2.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,944	+499	$3,316,246	+52.3%	1.95%
NBIS	Nebius Group N.V. Communication Services	Reduced	11,099	-5,361	$3,065,210	+79.5%	1.80%
WDC	Western Digital Corp Technology	Reduced	4,638	-277	$2,962,383	+122.8%	1.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,720	+145	$2,854,317	+13.2%	1.68%
MU	Micron Technology Inc Technology	Added	2,032	+512	$2,345,517	+356.8%	1.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	37,737	+463	$2,150,254	+18.3%	1.26%
XYL	Xylem Inc. Industrials	Reduced	17,256	-206	$2,039,831	−2.2%	1.20%
AMD	Advanced Micro Devices Inc Technology	Added	3,216	+585	$1,868,206	+249.1%	1.10%
AMGN	Amgen Inc Healthcare	Added	5,059	+32	$1,831,965	+3.6%	1.08%
SPCX	Space Exploration Technologies Corp Industrials	NEW	10,393	NEW	$1,775,747	NEW	1.04%
PANW	Palo Alto Networks Inc Technology	Added	5,179	+179	$1,766,142	+120.3%	1.04%
GLD	Spdr Gold Trust	Reduced	4,785	-66	$1,762,698	−15.6%	1.03%
VZ	Verizon Communications Inc Communication Services	Reduced	31,512	-30	$1,334,218	−15.7%	0.78%
APP	AppLovin Corp Communication Services	Added	2,586	+67	$1,332,384	+32.9%	0.78%
JNJ	Johnson & Johnson Healthcare	Reduced	5,091	-49	$1,292,961	+2.9%	0.76%
ALAB	Astera Labs, Inc. Technology	Reduced	2,642	-1,015	$1,276,138	+218.4%	0.75%
MS	Morgan Stanley Financial Services	Added	5,647	+50	$1,180,448	+28.2%	0.69%
LLY	ELI LILLY & Co Healthcare	Reduced	884	-305	$1,060,296	−3.0%	0.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,075	+150	$1,038,309	+12.6%	0.61%
KO	Coca Cola Co Consumer Defensive	Added	12,271	+181	$997,264	+8.5%	0.59%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,299	+57	$991,318	+104.4%	0.58%
TLN	Talen Energy Corp Utilities	Added	2,535	+51	$974,099	+22.8%	0.57%
GS	Goldman Sachs Group Inc Financial Services	Added	930	+179	$940,574	+48.0%	0.55%
V	Visa Inc. Financial Services	Added	2,559	+73	$877,967	+16.8%	0.52%
NTRA	Natera, Inc. Healthcare	Added	3,193	+50	$866,739	+37.9%	0.51%
GEV	GE Vernova Inc. Industrials	Added	736	+22	$864,696	+38.7%	0.51%
MRK	Merck & Co., Inc. Healthcare	Added	6,280	+815	$806,980	+22.8%	0.47%
ECL	Ecolab Inc. Basic Materials	Reduced	2,819	-10	$785,401	+4.4%	0.46%
LRCX	Lam Research Corp Technology	Added	1,783	+88	$772,627	+113.3%	0.45%
ALB	Albemarle Corp Basic Materials	Added	5,263	+2	$710,662	−24.8%	0.42%
CSCO	Cisco Systems, Inc. Technology	Added	5,640	+239	$662,474	+58.1%	0.39%
UNH	Unitedhealth Group Inc Healthcare	Added	1,530	+350	$635,913	+99.2%	0.37%
FITB	Fifth Third Bancorp Financial Services	Added	11,060	+20	$623,452	+21.6%	0.37%
INTC	Intel Corp Technology	NEW	4,436	NEW	$619,398	NEW	0.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,429	-297	$605,532	−24.5%	0.36%
AMAT	Applied Materials Inc /De Technology	Added	786	+28	$568,278	+119.3%	0.33%
QXO	QXO, Inc. Industrials	Added	31,907	+2,510	$551,352	−3.4%	0.32%
NFLX	Netflix Inc Communication Services	Reduced	7,699	-1,763	$549,708	−39.6%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,649	+198	$535,089	+7.3%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.