CLEAR WAVE WEALTH MANAGEMENT LLC

CIK

2113615

Location

RED BANK, NJ

Portfolio Value

Micro $45,296,258

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#5,002 / 8,586

Top Industry

Semiconductors 20.1%

Period ended 3 months ago

Filed May 13, 2026 · 34d

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

-0.1%

SPY

+2.1%

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

30 positions · $45,296,258 total · Technology 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
NVDA	Nvidia Corp Technology	First	74,409	—	$12,976,929	—	28.65%
MSFT	Microsoft Corp Technology	First	22,051	—	$8,162,618	—	18.02%
AAPL	Apple Inc. Technology	First	31,737	—	$8,054,533	—	17.78%
AVGO	Broadcom Inc. Technology	First	14,719	—	$4,555,677	—	10.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	6,445	—	$2,178,087	—	4.81%
WDC	Western Digital Corp Technology	First	4,915	—	$1,329,458	—	2.94%
PANW	Palo Alto Networks Inc Technology	First	5,000	—	$801,600	—	1.77%
PLTR	Palantir Technologies Inc. Technology	First	3,798	—	$555,571	—	1.23%
AMD	Advanced Micro Devices Inc Technology	First	2,631	—	$535,224	—	1.18%
MU	Micron Technology Inc Technology	First	1,520	—	$513,516	—	1.13%
CRWD	CrowdStrike Holdings, Inc. Technology	First	1,242	—	$484,889	—	1.07%
CSCO	Cisco Systems, Inc. Technology	First	5,401	—	$419,063	—	0.93%
ALAB	Astera Labs, Inc. Technology	First	3,657	—	$400,807	—	0.88%
LRCX	Lam Research Corp Technology	First	1,695	—	$362,153	—	0.80%
NET	Cloudflare, Inc. Technology	First	1,536	—	$316,938	—	0.70%
TEL	TE Connectivity plc Technology	First	1,352	—	$282,595	—	0.62%
ANET	Arista Networks, Inc. Technology	First	2,298	—	$282,148	—	0.62%
ENTG	Entegris Inc Technology	First	2,314	—	$271,293	—	0.60%
IBM	International Business Machines Corp Technology	First	1,110	—	$269,052	—	0.59%
ORCL	Oracle Corp Technology	First	1,818	—	$267,445	—	0.59%
QCOM	Qualcomm Inc/De Technology	First	2,063	—	$265,673	—	0.59%
AMAT	Applied Materials Inc /De Technology	First	758	—	$259,076	—	0.57%
SHOP	Shopify Inc. Technology	First	2,119	—	$251,355	—	0.55%
JBL	Jabil Inc Technology	First	895	—	$237,738	—	0.52%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	First	1,010	—	$224,290	—	0.50%
CDNS	Cadence Design Systems Inc Technology	First	776	—	$215,627	—	0.48%
ASX	ASE Technology Holding Co., Ltd. Technology	First	9,695	—	$210,187	—	0.46%
FN	Fabrinet Technology	First	396	—	$206,521	—	0.46%
ASML	Asml Holding NV Technology	First	155	—	$204,728	—	0.45%
NOW	ServiceNow, Inc. Technology	First	1,927	—	$201,467	—	0.44%