CLEAR WAVE WEALTH MANAGEMENT LLC

CIK

2113615

Location

RED BANK, NJ

Portfolio Value

Micro $3,340,938

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#5,002 / 8,588

Top Industry

Semiconductors 20.1%

Period ended 3 months ago

Filed May 13, 2026 · 35d

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

+0.4%

SPY

+1.4%

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

7 positions · $3,340,938 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LOPE	Grand Canyon Education, Inc. Consumer Defensive	First	1,387	—	$235,831	—	7.06%
MO	Altria Group, Inc. Consumer Defensive	First	5,178	—	$341,696	—	10.23%
COST	Costco Wholesale Corp /New Consumer Defensive	First	380	—	$378,643	—	11.33%
PM	Philip Morris International Inc. Consumer Defensive	First	2,469	—	$408,224	—	12.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	3,451	—	$498,462	—	14.92%
WMT	Walmart Inc. Consumer Defensive	First	4,495	—	$558,638	—	16.72%
KO	Coca Cola Co Consumer Defensive	First	12,090	—	$919,444	—	27.52%