account_balance

Investment manager · 13F filer · SEC CIK 2153571

Wavvest Wealth LLC

Reported value$124Mas of Sep 30, 2026

Positions97

Top 10 weight43.4%RSP alone is 8%

FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

RSPInvesco S&P 500 Equal Weight ETF

7.6%

IVViShares Core S&P 500 ETF

7.2%

NOBLProshares S&P 500 Dividend Aristocrats ETF

5.0%

JPSTJPMorgan Ultra-Short Income ETF

4.2%

COROiShares International Country Rotation Active ETF

3.8%

DYNFiShares U.S. Equity Factor Rotation Active ETF

3.5%

PVALPutnam Focused Large Cap Value ETF

3.3%

SPYSPDR S&P 500 ETF Trust

3.3%

DFAIDimensional International Core Equity Market ETF

3.0%

SCHXSchwab U.S. Large-Cap ETF

2.5%

QQQInvesco QQQ Trust Series I

2.4%

VCSHVanguard Short-Term Corporate Bond ETF

2.3%

RSPInvesco S&P 500 Equal Weight ETF

7.6%

IVViShares Core S&P 500 ETF

7.2%

NOBLProshares S&P 500 Dividend Aristocrats ETF

5.0%

JPSTJPMorgan Ultra-Short Income ETF

4.2%

COROiShares International Country Rotation Active ETF

3.8%

DYNFiShares U.S. Equity Factor Rotation Active ETF

3.5%

PVALPutnam Focused Large Cap Value ETF

3.3%

SPYSPDR S&P 500 ETF Trust

3.3%

DFAIDimensional International Core Equity Market ETF

3.0%

SCHX2.5%

QQQ2.4%

VCSH

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

RSP Invesco S&P 500 Equal Weight ETF 7.6%

IVV iShares Core S&P 500 ETF 7.2%

NOBL Proshares S&P 500 Dividend Aristocrats ETF 5.0%

JPST JPMorgan Ultra-Short Income ETF 4.2%

CORO iShares International Country Rotation Active ETF 3.8%

DYNF iShares U.S. Equity Factor Rotation Active ETF 3.5%

PVAL Putnam Focused Large Cap Value ETF 3.3%

SPY SPDR S&P 500 ETF Trust 3.3%

DFAI Dimensional International Core Equity Market ETF 3.0%

SCHX Schwab U.S. Large-Cap ETF 2.5%

QQQ Invesco QQQ Trust Series I 2.4%

VCSH Vanguard Short-Term Corporate Bond ETF 2.3%

Wavvest Wealth LLC

Where the money is

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