NEW WAVE WEALTH ADVISORS LLC
All 13F Filings
- Location
- Springdale, AR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 380,472
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 210 | 380,472 | 13F-HR | NEW WAVE WEALTH ADVISORS LLC |
| 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):
1.639 K
(0.4% of total reported value)
· QoQ Δ:
+391
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203 K | 53.7% | 15.13 K | 0 | 15.13 K |
| ETFs | 174.1 K | 46.1% | 0 | 2.607 K | -2.607 K |
| Debt | 778 | 0.2% | 38 | 0 | 38 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
380,472
Holdings
210
QoQ value change ($000)
12,987
(3.5%)
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.