Clearwave Capital, LLC — Q1 2026 13F Holdings

Name: Clearwave Capital, LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002111821

Total reported value

$181.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PULS	Pgim Ultra Short Bond ETF	ETF-Other	5.28%	-1.68%	+12.91%
2	FELC	Fidelity Enh Lrg Cap Cor ETF	ETF-Other	4.58%	-0.35%	+11.63%
3	FBND	Fidelity Total Bond ETF	ETF-Other	3.98%	-0.37%	+10.82%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.87%	+0.08%	+4.00%
5	MSFT	Microsoft CORP	Stock-Tech	3.16%	—	+143.97%
6	NVDA	Nvidia CORP	Stock-Tech	3.02%	+0.02%	+3.17%
7	AAPL	Apple INC	Stock-Tech	2.98%	-0.18%	+2.84%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	2.89%	-0.11%	+14.23%
9	AVGO	Broadcom INC	Stock-Tech	2.88%	+0.60%	+7.44%
10	FDVV	Fidelity High Dividend ETF	ETF-Other	2.82%	-0.41%	+5.32%
11	FENI	Fidelity Enhanced Intl ETF	ETF-Other	2.19%	+0.16%	+27.25%
12	IQLT	Ishares Msci International Q	ETF-Other	2.10%	+0.16%	+29.43%
13	GLW	Corning INC	Stock-Tech	1.82%	+1.06%	+3.90%
14	FBCG	Fidelity Blue Chip Grow ETF	ETF-Other	1.81%	-0.02%	+8.84%
15	FESM	Fidelity Enhanced Small Cap	ETF-Small Cap	1.78%	+0.17%	+11.35%
16	ANET	Arista Networks INC	Stock-Tech	1.74%	+0.35%	+6.51%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	1.65%	-0.11%	+13.57%
18	FMDE	Fidelity Enhanced Mid Cap Co	ETF-Other	1.55%	+0.12%	+23.13%
19	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.38%	—	+2.91%
20	IWD	Ishares Russell 1000 Value E	ETF-Other	1.36%	—	+0.25%
21	IWF	Ishares Russell 1000 Growth	ETF-Other	1.33%	-0.08%	-0.48%
22	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.22%	-0.42%	-0.03%
23	WMT	Walmart INC	Stock-Consumer Staples	1.17%	—	+2.02%
24	DE	Deere & Co	Stock-Industrials	1.08%	-0.02%	+5.14%
25	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.02%	—	+8.66%
26	VTV	Vanguard Value ETF	ETF-Other	1.02%	—	+0.08%
27	FLTB	Fidelity LTD Trm Bnd ETF	ETF-Other	1.00%	—	+11.62%
28	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.00%	-0.01%	+0.06%
29	IWS	Ishares Russell Mid-cap Valu	ETF-Other	0.97%	—	+1.96%
30	EIX	Edison International	Stock-Utilities	0.87%	—	+0.86%
31	ENB	Enbridge INC	Stock-Energy	0.81%	—	+0.55%
32	MU	Micron Technology INC	Stock-Tech	0.74%	+1.39%	-11.12%
33	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.73%	—	—
34	AMD	Advanced Micro Devices	Stock-Tech	0.72%	+0.94%	+10.67%
35	CGSD	Cap Group Short Duration	ETF-Other	0.66%	—	+0.61%
36	CVX	Chevron CORP	Stock-Energy	0.64%	—	+6.23%
37	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.63%	-0.26%	-0.42%
38	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.63%	—	+0.05%
39	IWP	Ishares Russell Mid-cap Grow	ETF-Other	0.59%	—	+2.47%
40	GE	General Electric	Stock-Industrials	0.57%	+0.15%	+8.16%
41	AMGN	Amgen INC	Stock-Healthcare	0.57%	—	+5.60%
42	VZ	Verizon Communications INC	Stock-Comm Services	0.56%	—	+5.10%
43	GS	Goldman Sachs Group INC	Stock-Financials	0.56%	—	+0.42%
44	VUG	Vanguard Growth ETF	ETF-Other	0.55%	—	+3.35%
45	V	Visa Inc-class A Shares	Stock-Financials	0.55%	—	+7.74%
46	JPM	Jpmorgan Chase & Co	Stock-Financials	0.53%	+0.06%	+18.57%
47	EPD	Enterprise Products Partners	Stock-Energy	0.52%	—	+0.23%
48	CRWV	Coreweave Inc-cl A	Stock-Tech	0.48%	—	+66.83%
49	VO	Vanguard Mid-cap ETF	ETF-Other	0.47%	—	+0.29%
50	CGDV	Cap Group Dividend Value	ETF-Other	0.47%	—	—

1–50 of 146

Holding changes this quarter

Position changes disclosed by Clearwave Capital, LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+1.3%	+143.97%	Add
2	GLW	Corning INC	+0.6%	+3.90%	Add
3	IQLT	Ishares Msci International Q	+0.4%	+29.43%	Add
4	FENI	Fidelity Enhanced Intl ETF	+0.4%	+27.25%	Add
5	PULS	Pgim Ultra Short Bond ETF	+0.2%	+12.91%	Add
6	CRWV	Coreweave Inc-cl A	+0.2%	+66.83%	Add
7	FMDE	Fidelity Enhanced Mid Cap Co	+0.2%	+23.13%	Add
8	DE	Deere & Co	+0.2%	+5.14%	Add
9	CVX	Chevron CORP	+0.2%	+6.23%	Add
10	PANW	Palo Alto Networks INC	+0.2%	+146.49%	Add
11	COST	Costco Wholesale CORP	+0.1%	+2.91%	Add
12	EIX	Edison International	+0.1%	+0.86%	Add
13	FBND	Fidelity Total Bond ETF	+0.1%	+10.82%	Add
14	FESM	Fidelity Enhanced Small Cap	+0.1%	+11.35%	Add
15	WMT	Walmart INC	+0.1%	+2.02%	Add
16	FELC	Fidelity Enh Lrg Cap Cor ETF	-0.1%	+11.63%	Add
17	IWF	Ishares Russell 1000 Growth	-0.3%	-0.48%	Trim
18	GOOGL	Alphabet Inc-cl A	-0.5%	+4.00%	Add
19	CRDO	Credo Technology Group Holding Ltd	—	EXIT	Sold out
20	COHR	Coherent CORP	—	EXIT	Sold out
21	MTZ	Mastec INC	—	EXIT	Sold out
22	C	Citigroup INC	—	NEW	New buy
23	CRS	Carpenter Technology	—	NEW	New buy
24	FCFS	Firstcash Holdings INC	—	NEW	New buy
25	MPWR	Monolithic Power Systems INC	—	NEW	New buy
26	MCK	Mckesson CORP	—	NEW	New buy
27	DELL	Dell Technologies -c	—	EXIT	Sold out
28	APG	Api Group CORP	—	NEW	New buy
29	LRN	Stride INC	—	NEW	New buy
30	WAB	Wabtec CORP	—	EXIT	Sold out
31	VSEC	Vse CORP	—	NEW	New buy
32	LYB	LyondellBasell Industries N.V.	—	NEW	New buy
33	AIT	Applied Industrial Tech INC	—	EXIT	Sold out
34	AMKR	Amkor Technology INC	—	NEW	New buy
35	ADBE	Adobe INC	—	NEW	New buy
36	✓	Cyberark Software LTD	—	EXIT	Sold out
37	STX	Seagate Technology Holdings plc	—	NEW	New buy
38	CAT	Caterpillar INC	—	NEW	New buy
39	XOM	Exxon Mobil CORP	—	NEW	New buy
40	LMT	Lockheed Martin CORP	—	NEW	New buy
41	AXP	American Express Co	—	EXIT	Sold out
42	KLAC	Kla CORP	—	NEW	New buy
43	SFM	Sprouts Farmers Market INC	—	EXIT	Sold out
44	MCD	Mcdonald's CORP	—	NEW	New buy
45	AEP	American Electric Power	—	NEW	New buy
46	NEE	Nextera Energy INC	—	NEW	New buy
47	PFF	Ishares Preferred & Income S	—	EXIT	Sold out
48	CGIE	Cap Group Intl Equity	—	EXIT	Sold out
49	MELI	Mercadolibre INC	—	EXIT	Sold out
50	BA	Boeing Co/the	—	EXIT	Sold out