NEW WAVE WEALTH ADVISORS LLC
All 13F Filings
- Location
- Springdale, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 367,485
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 204 | 367,485 | 13F-HR/A - NEW HOLDINGS | NEW WAVE WEALTH ADVISORS LLC |
| Q2 2026 | 7/23/2026 | 204 | 367,485 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
| Q1 2026 | 5/4/2026 | 192 | 288,215 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
| Q4 2025 | 1/21/2026 | 182 | 273,349 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
| Q3 2025 | 10/30/2025 | 177 | 256,562 | 13F-HR/A - NEW HOLDINGS | NEW WAVE WEALTH ADVISORS LLC |
| Q3 2025 | 10/17/2025 | 139 | 231,033 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
| Q2 2025 | 7/18/2025 | 142 | 235,289 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.248 K
(0.3% of total reported value)
· QoQ Δ:
-1.088 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.8 K | 51.4% | 33.01 K | 0 | 33.01 K |
| ETFs | 176.7 K | 48.4% | 47.31 K | 0 | 47.31 K |
| Debt | 740 | 0.2% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
367,485
Holdings
204
QoQ value change ($000)
79,270
(27.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.