CLEAR WAVE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 541,472
- 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 | 8/6/2026 | 191 | 541,472 | 13F-HR | CLEAR WAVE WEALTH MANAGEMENT LLC |
| Q1 2026 | 5/13/2026 | 177 | 462,725 | 13F-HR | CLEAR WAVE WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
91.62 K
(16.9% of total reported value)
· QoQ Δ:
+22.43 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 150.7 K | 33.5% | 25.66 K | 0 | 25.66 K |
| ETFs | 295 K | 65.6% | 30.35 K | 0 | 30.35 K |
| Debt | 4.156 K | 0.9% | 307 | 0 | 307 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
541,472
Holdings
191
QoQ value change ($000)
78,747
(17.0%)
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.