account_balance
Investment manager · 13F filer · SEC CIK 2113615
Clear Wave Wealth Management LLC
Reported value$465Mas of Sep 30, 2026
Positions180 19 new, 21 sold out
Top 10 weight47.0%IVV alone is 13%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.7%
RSPInvesco Exchange Traded Fd T
5.6%Trimmed −3%
ISTBiShares Tr
4.8%Added +6%
DGROiShares Tr
3.9%
NVDANVIDIA Corp
3.9%Added +5%
SHYiShares Tr
3.5%Added +6%
QUALiShares Tr
3.5%Added +42%
SPYSPDR S&P 500 ETF Trust
3.1%Trimmed −4%
USMViShares Tr
3.0%
IJHiShares Tr
2.9%Added +4%
FTECFidelity Covington Trust
2.8%Added +6%
MSFTMicrosoft Corp
2.6%Added +5%
IVViShares Tr
12.7%
RSPInvesco Exchange Traded Fd T
5.6%
ISTBiShares Tr
4.8%+6%
DGROiShares Tr
3.9%
NVDANVIDIA Corp
3.9%+5%
SHYiShares Tr
3.5%
QUALiShares Tr
3.5%
SPYSPDR S&P 500 ETF Trust
3.1%
USMViShares Tr
3.0%
IJH2.9%
FTEC2.8%
MSFT2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.7% Held
RSP Invesco Exchange Traded Fd T 5.6% Trimmed −3%
ISTB iShares Tr 4.8% Added +6%
DGRO iShares Tr 3.9% Held
NVDA NVIDIA Corp 3.9% Added +5%SHY iShares Tr 3.5% Added +6%
QUAL iShares Tr 3.5% Added +42%
SPY SPDR S&P 500 ETF Trust 3.1% Trimmed −4%USMV iShares Tr 3.0% Held
IJH iShares Tr 2.9% Added +4%
FTEC Fidelity Covington Trust 2.8% Added +6%
MSFT Microsoft Corp 2.6% Added +5%What changed
Biggest moves since Jun 30, 2026
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