Wavvest Wealth LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 124,011
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 98 | 124,011 | 13F-HR | Wavvest Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.52 K | 23.0% | 28.52 K | 0 | 28.52 K |
| ETFs | 95.49 K | 77.0% | 95.49 K | 0 | 95.49 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
124,011
Holdings
98
QoQ value change ($000)
—
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.