NEW WAVE WEALTH ADVISORS LLC
All 13F Filings
- Location
- Springdale, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 273,349
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226 K | 83.2% | 39.55 K | 0 | 39.55 K |
| ETFs | 41.66 K | 15.3% | 5.317 K | 0 | 5.317 K |
| Debt | 1.075 K | 0.4% | 0 | 177 | -177 |
| Other | 2.893 K | 1.1% | 105 | 0 | 105 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
273,349
Holdings
182
QoQ value change ($000)
42,316
(18.3%)
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.