CLEAR WAVE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 576,012
- 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 | 11/4/2026 | 191 | 576,012 | 13F-HR | CLEAR WAVE WEALTH MANAGEMENT LLC |
| 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):
111.5 K
(19.4% of total reported value)
· QoQ Δ:
+19.87 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.2 K | 35.1% | 12.58 K | 0 | 12.58 K |
| ETFs | 296.8 K | 63.9% | 1.814 K | 0 | 1.814 K |
| Debt | 4.438 K | 1.0% | 282 | 0 | 282 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
576,012
Holdings
191
QoQ value change ($000)
34,540
(6.4%)
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.