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CIK: 0002113615
Total reported value
$541.5M
$541.5M
177 檔
27.2%
During the Q1 2026 filing period, Clear Wave Wealth Management LLC (CIK: 0002113615) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $541.5M across 177 reported positions.
During Q1 2026, Clear Wave Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.99% | -0.52% | — | |
| 2 | GLD | SPDR Gold Shares | ETF-Commodities | 7.59% | -7.59% | EXIT | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.33% | -0.24% | — | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.32% | -0.40% | — | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.59% | -0.19% | — | |
| 6 | JPM | JPMorgan Chase & Co. | Stock-Financials | 3.24% | +4.32% | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.20% | -0.30% | — | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.92% | -0.31% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | -0.14% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | -0.03% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.56% | -0.02% | — | |
| 12 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.55% | -0.42% | — | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 2.35% | -0.34% | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.30% | -0.07% | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.24% | -0.14% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | — | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.19% | — | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.76% | +0.17% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.01% | — | |
| 20 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.84% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | — | — | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.24% | -1.04% | — | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.23% | -0.02% | — | |
| 24 | AAPL | Apple Inc. | Stock-Tech | 1.17% | -1.18% | EXIT | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.15% | — | |
| 26 | AVGO | Broadcom Inc. | Stock-Tech | 1.00% | -1.00% | EXIT | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 1.00% | +0.08% | — | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.13% | — | |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.96% | +0.01% | — | |
| 30 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.77% | -0.05% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.05% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.06% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.02% | — | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.67% | -0.04% | — | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.66% | -0.04% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.12% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.02% | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.48% | +0.02% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.14% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.12% | — | |
| 43 | XYL | Xylem Inc | Stock-Industrials | 0.45% | -0.07% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.01% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | -0.04% | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.05% | — | |
| 47 | NBIS | Nebius Group N.V. | Stock-Other | 0.37% | +0.20% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.09% | — | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.29% | -0.04% | — | |
| 50 | WDC | Western Digital CORP | Stock-Tech | 0.29% | +0.26% | — |
According to official SEC Form 13F filings, Clear Wave Wealth Management LLC reported a total U.S. public equity portfolio value of $541.5M across 177 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GLD, RSP) accounted for 27.2% of total reported equity market value during Q1 2026.
During Q1 2026, Clear Wave Wealth Management LLC's top holdings by market value included IVV (11.0%)、GLD (7.6%)、RSP (5.3%). The largest single position, IVV, represented 11.0% of total portfolio value.
In Q1 2026, Clear Wave Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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