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Equibles

CLEAR WAVE WEALTH MANAGEMENT LLC

Registered adviser
Location
RED BANK, NJ
Portfolio Value
Small $449,848,137
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,106 / 8,819 ▼ 8
Top Industry
Semiconductors 22.2%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
2 quarters · since Mar 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Form ADV adviser
CRD 338582
Roster of Oct 1, 2026
Regulatory AUM
$617,000,000
Main clients
Individuals and high net worth (100% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
Rosters Regulatory AUM Main clients
Feb 2026 to Oct 2026 $617,000,000 Individuals and high net worth (100%)
Dec 2025 to Jan 2026 $0 —

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 69.4% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 2.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 65.5%; sector active share 56.4% against the combined 13F book's sector weights.

Over time 2 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

182 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
41.1%
−2.2 pts
Top 5
57.3%
−2.4 pts
Top 10
69.4%
−3.1 pts
HHI
1,815
Mar 2026 → Jun 2026 · range 1,815 – 2,004
Moderately concentrated−189

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 69.3% $311,544,149
Technology 13.7% $61,698,888
Communication Services 4.6% $20,642,721
Financial Services 2.8% $12,612,643
Consumer Cyclical 2.7% $12,343,139
Healthcare 2.5% $11,266,173
Industrials 2.3% $10,154,769
Consumer Defensive 0.7% $3,215,346
Basic Materials 0.5% $2,254,798
Utilities 0.4% $1,940,577
Energy 0.3% $1,437,255
Real Estate 0.2% $737,679

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
XLE +34,717 110,009 $5,842,577
ISTB +28,315 440,393 $21,248,962
IAU +20,699 144,266 $10,893,525
SHY +12,269 191,530 $15,726,528
JBND +7,352 73,305 $3,921,817
XLU +7,100 73,470 $3,331,129
DGRO +6,180 243,115 $18,425,685
ITA +5,796 43,008 $10,425,999
SUB +4,400 25,411 $2,705,509
VUG +3,743 4,477 $385,648
IJH +3,106 178,526 $13,766,139
QXO +2,510 31,907 $551,352
EFA +2,291 14,154 $1,470,317
GOOGL +1,410 10,506 $3,754,529
IJR +1,395 15,329 $2,273,443
QUAL +1,248 51,591 $11,320,613
RSP +1,152 129,659 $27,587,545
AAPL +1,006 32,743 $9,474,514
IVE +892 50,066 $11,367,985
VBR +869 49,775 $12,094,827
MRK +815 6,280 $806,980
USMV +810 146,448 $14,126,374
MSFT +705 22,756 $8,488,443
ANET +683 2,981 $506,412
AMZN +666 30,642 $7,303,214

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
EFAV −50,051 12,571 $1,102,602
BAI −35,140 99,422 $5,241,527
FTEC −16,182 40,454 $11,552,853
NBIS −5,361 11,099 $3,065,210
GFL −2,807 6,210 $228,465
AVGO −2,526 12,193 $4,605,905
EEMV −2,366 45,359 $3,414,625
ASX −2,273 7,422 $334,880
IVV −2,152 75,673 $56,670,752
DYNF −1,990 95,995 $6,528,619
NFLX −1,763 7,699 $549,708
BIV −1,760 8,140 $624,338
NVS −1,091 2,023 $317,044
ALAB −1,015 2,642 $1,276,138
BSV −851 3,008 $234,353
XLF −797 5,023 $269,283
VRT −783 1,560 $522,319
SE −756 4,581 $438,997
ROKU −700 2,838 $392,041
SPY −588 19,950 $14,898,061
T −391 13,114 $271,459
NET −348 1,188 $291,392
LLY −305 884 $1,060,296
ENTG −305 2,009 $361,338
XOM −297 4,429 $605,532

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
VEA 69,516 $4,953,015
SPCX 10,393 $1,775,747
INTC 4,436 $619,398
LITE 512 $439,326
NVO 8,472 $406,147
KLAC 1,287 $388,300
VEEV 1,882 $333,998
ECHO 2,970 $301,455
TWLO 1,409 $290,718
FCX 4,254 $267,534
NRIX 10,792 $261,813
MWH 7,140 $243,117
EEM 3,407 $233,072
SNDK 101 $229,646
ESI 4,690 $223,947
STX 232 $223,880
VBK 612 $223,808
MET 2,634 $222,862
ETN 521 $222,008
TXN 739 $220,273
AEIS 588 $219,247
CGNX 3,019 $218,635
SNOW 856 $217,852
OEF 590 $215,863
MOG-A 509 $215,734

Sold Out

Positions the filer fully exited
18 positions
Ticker Shares Value Open
PLTR 3,798 $555,571
SPGI 754 $320,706
BSX 5,102 $320,150
AZN 1,536 $302,929
RKT 19,914 $283,774
PFE 9,314 $261,537
LOPE 1,387 $235,831
CMCSA 7,846 $225,258
AXP 730 $220,810
TJX 1,368 $218,469
FIX 157 $216,501
CDNS 776 $215,627
TMO 433 $212,832
ERX 2,061 $212,303
LOW 873 $206,272
HCA 429 $203,019
NOW 1,927 $201,467
DOC 10,170 $167,093

Portfolio Positions

Export CSV View 13F filing
182 tracked positions · $449,848,137 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 182 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
IVV
iShares Core S&P 500 ETF
75,673 $56,670,752 12.60%
RSP
Victory Portfolios II
129,659 $27,587,545 6.13%
ISTB
iShares Core 1-5 Year USD Bond ETF
440,393 $21,248,962 4.72%
DGRO
iShares Core Dividend Growth ETF
243,115 $18,425,685 4.10%
SHY
iShares 1-3 Year Treasury Bond ETF
191,530 $15,726,528 3.50%
NVDA
Nvidia Corp
Technology 		75,071 $15,020,956 3.34%
SPY
Spdr S&P 500 ETF Trust
19,950 $14,898,061 3.31%
USMV
iShares MSCI USA Min Vol Factor ETF
146,448 $14,126,374 3.14%
IJH
iShares Core S&P Mid-Cap ETF
178,526 $13,766,139 3.06%
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
49,775 $12,094,827 2.69%
FTEC
Fidelity MSCI Information Technology Index ETF
40,454 $11,552,853 2.57%
IVE
iShares S&P 500 Value ETF
50,066 $11,367,985 2.53%
QUAL
iShares MSCI USA Quality Factor ETF
51,591 $11,320,613 2.52%
IAU
Ishares Gold Trust
144,266 $10,893,525 2.42%
ITA
iShares U.S. Aerospace & Defense ETF
43,008 $10,425,999 2.32%
AAPL
Apple Inc.
Technology 		32,743 $9,474,514 2.11%
MSFT
Microsoft Corp
Technology 		22,756 $8,488,443 1.89%
AMZN
Amazon Com Inc
Consumer Cyclical 		30,642 $7,303,214 1.62%
DYNF
iShares U.S. Equity Factor Rotation Active ETF
95,995 $6,528,619 1.45%
XLE
State Street(R) Energy Select Sector SPDR(R) ETF
110,009 $5,842,577 1.30%
META
Meta Platforms, Inc.
Communication Services 		9,754 $5,494,330 1.22%
BAI
BlackRock ETF Trust
99,422 $5,241,527 1.17%
VEA
Vanguard FTSE Developed Markets ETF
69,516 $4,953,015 1.10%
AVGO
Broadcom Inc.
Technology 		12,193 $4,605,905 1.02%
QQQ
Invesco Qqq Trust, Series 1
5,684 $4,185,697 0.93%
GOOG
Alphabet Inc.
Communication Services 		11,738 $4,147,387 0.92%
JBND
JPMorgan Active Bond ETF
73,305 $3,921,817 0.87%
GOOGL
Alphabet Inc.
Communication Services 		10,506 $3,754,529 0.83%
TSLA
Tesla, Inc.
Consumer Cyclical 		8,619 $3,625,151 0.81%
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
45,359 $3,414,625 0.76%
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
73,470 $3,331,129 0.74%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		6,944 $3,316,246 0.74%
NBIS
Nebius Group N.V.
Communication Services 		11,099 $3,065,210 0.68%
WDC
Western Digital Corp
Technology 		4,638 $2,962,383 0.66%
JPM
Jpmorgan Chase & Co
Financial Services 		8,720 $2,854,317 0.63%
VIG
Vanguard Specialized Funds
11,556 $2,734,380 0.61%
SUB
iShares Short-Term National Muni Bond ETF
25,411 $2,705,509 0.60%
MU
Micron Technology Inc
Technology 		2,032 $2,345,517 0.52%
VOO
VANGUARD 500 INDEX FUND
3,403 $2,337,214 0.52%
IJR
iShares Core S&P Small-Cap ETF
15,329 $2,273,443 0.51%
BAC
Bank Of America Corp
Financial Services 		37,737 $2,150,254 0.48%
XYL
Xylem Inc.
Industrials 		17,256 $2,039,831 0.45%
AMD
Advanced Micro Devices Inc
Technology 		3,216 $1,868,206 0.42%
AMGN
Amgen Inc
Healthcare 		5,059 $1,831,965 0.41%
SPCX
Space Exploration Technologies Corp
Industrials 		10,393 $1,775,747 0.39%
PANW
Palo Alto Networks Inc
Technology 		5,179 $1,766,142 0.39%
GLD
Spdr Gold Trust
4,785 $1,762,698 0.39%
IWM
iShares Russell 2000 ETF
4,898 $1,471,604 0.33%
EFA
iShares MSCI EAFE ETF
14,154 $1,470,317 0.33%
SGOV
iShares 0-3 Month Treasury Bond ETF
13,281 $1,336,998 0.30%

Showing the top 50 of 182 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.