NEW WAVE WEALTH ADVISORS LLC
All 13F Filings
- Location
- Springdale, AR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 288,215
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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):
2.336 K
(0.8% of total reported value)
· QoQ Δ:
+2.336 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.8 K | 54.3% | 0 | 71.16 K | -71.16 K |
| ETFs | 129.4 K | 45.4% | 87.71 K | 0 | 87.71 K |
| Debt | 740 | 0.3% | 0 | 335 | -335 |
| Other | 0 | 0.0% | 0 | 2.893 K | -2.893 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
288,215
Holdings
192
QoQ value change ($000)
14,866
(5.4%)
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.