CLEAR WAVE WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$462,725
Net value change ($000)
—
New positions
168
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 50,836 —
RSP 24,663 —
ISTB 19,969 —
DGRO 16,628 —
SHY 14,802 —
USMV 13,506 —
SPY 13,357 —
NVDA 12,977 —
IJH 11,846 —
FTEC 11,783 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 69,198 (15.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type