CLEAR WAVE WEALTH MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$541,472
Net value change ($000)
+78,747 (17.0%)
New positions
30
Sold out positions
18
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,835 11.5%
VEA 4,953 NEW
RSP 2,925 11.9%
ITA 2,286 28.1%
NVDA 2,044 15.8%
IJH 1,920 16.2%
MU 1,832 356.4%
DGRO 1,798 10.8%
SPACE EXPLORATION TECHN CORP 1,776 NEW
QUAL 1,665 17.2%
Top Reduces (Value $000, Stocks/ETFs)
EFAV -4,619 -80.7%
PLTR -556 -100.0%
NFLX -360 -39.6%
GLD -324 -15.5%
SPGI -321 -100.0%
BSX -320 -100.0%
AZN -303 -100.0%
RKT -284 -100.0%
PFE -262 -100.0%
VZ -249 -15.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 91,623 (16.9% 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