Clear Wave Wealth Management LLC Top Holdings and 13F Report (2026) About Clear Wave Wealth Management LLCInvestment ActivityClear Wave Wealth Management LLC has $576.01 million in total holdings as of September 30, 2026.Clear Wave Wealth Management LLC owns shares of 190 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 21.88% of the portfolio was purchased this quarter.About 16.27% of the portfolio was sold this quarter.This quarter, Clear Wave Wealth Management LLC has purchased 191 new stocks and bought additional shares in 93 stocks.Clear Wave Wealth Management LLC sold shares of 55 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $58,942,636APPLE INC $34,516,560Invesco S&P 500 Equal Weight ETF $26,170,598iShares Core 1-5 Year USD Bond ETF $22,098,565NVIDIA CORPORATION $21,696,100 Largest New Holdings this Quarter 037833900 - APPLE INC $34,516,560 Holding458140900 - INTEL CORP $18,936,225 Holding595112903 - MICRON TECHNOLOGY INC $11,716,210 Holding219350905 - CORNING INC $8,918,080 Holding38141G904 - GOLDMAN SACHS GROUP INC $4,501,800 Holding Largest Purchases this Quarter APPLE INC 148,000 shares (about $34.52M)INTEL CORP 157,500 shares (about $18.94M)NVIDIA CORPORATION 75,000 shares (about $17.13M)MICRON TECHNOLOGY INC 11,000 shares (about $11.72M)CORNING INC 58,000 shares (about $8.92M) Largest Sales this Quarter JPMORGAN CHASE & CO 115,000 shares (about $38.05M)AMAZON COM INC 20,000 shares (about $4.78M)Utilities Select Sector SPDR Fund 63,846 shares (about $2.52M)iShares U.S. Equity Factor Rotation Active ETF 18,787 shares (about $1.30M)Amazon.com 4,082 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClear Wave Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$58,942,636$988,708 ▲1.7%76,96410.2%ETFAPPLE INC$34,516,560$34,516,560 ▲New Holding148,0006.0%CALLRSPInvesco S&P 500 Equal Weight ETF$26,170,598$801,086 ▼-3.0%125,8084.5%ETFISTBiShares Core 1-5 Year USD Bond ETF$22,098,565$1,290,018 ▲6.2%467,6953.8%ETFNVIDIA CORPORATION$21,696,100$17,128,500 ▲375.0%95,0003.8%CALLINTEL CORP$18,936,225$18,936,225 ▲New Holding157,5003.3%CALLDGROiShares Core Dividend Growth ETF$18,060,995$267,408 ▼-1.5%239,5683.1%ETFNVDANVIDIA$18,035,981$891,362 ▲5.2%78,9743.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$16,443,995$891,740 ▲5.7%202,5122.9%ETFQUALiShares MSCI USA Quality Factor ETF$16,264,669$4,799,061 ▲41.9%73,1852.8%ETFSPYSPDR S&P 500 ETF Trust$14,629,576$584,939 ▼-3.8%19,1832.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$14,059,582$210,275 ▼-1.5%144,2902.4%ETFIJHiShares Core S&P Mid-Cap ETF$13,412,159$567,183 ▲4.4%186,4092.3%ETFFTECFidelity MSCI Information Technology Index ETF$12,855,736$717,141 ▲5.9%42,8442.2%ETFMSFTMicrosoft$12,291,648$620,096 ▲5.3%23,9652.1%TechnologyMICRON TECHNOLOGY INC$11,716,210$11,716,210 ▲New Holding11,0002.0%CALLVBRVanguard Small-Cap Value ETF$11,528,585$29,110 ▲0.3%49,9012.0%ETFIVEiShares S&P 500 Value ETF$11,495,249$66,201 ▲0.6%50,3562.0%ETFAAPLApple$11,417,162$513,180 ▲4.7%34,2842.0%TechnologyIAUiShares Gold Trust$11,357,369$90,205 ▲0.8%145,4212.0%ETFITAiShares U.S. Aerospace & Defense ETF$9,376,713$466,360 ▲5.2%45,2591.6%ETFCORNING INC$8,918,080$8,918,080 ▲New Holding58,0001.5%CALLMETAMeta Platforms$6,709,365$364,040 ▼-5.1%9,2521.2%Communication ServicesAMZNAmazon.com$6,617,424$1,017,030 ▼-13.3%26,5601.1%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$6,393,863$371,707 ▼-5.5%103,9651.1%ETFBLACKROCK ETF TRUST$5,731,354$1,039,641 ▲22.2%121,4531.0%ISHA I IN TE ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,347,445$1,301,192 ▼-19.6%77,2080.9%ETFCITIGROUP INC$5,179,2000.0%40,0000.9%CALLAVGOBroadcom$5,114,060$831,974 ▲19.4%14,5620.9%TechnologyVEAVanguard FTSE Developed Markets ETF$5,101,804$193,260 ▲3.9%72,2530.9%ETFGOLDMAN SACHS GROUP INC$4,501,800$4,501,800 ▲New Holding5,0000.8%CALLGOOGAlphabet$4,480,053$480,444 ▲12.0%13,1480.8%Communication ServicesQQQInvesco QQQ$4,253,215$48,088 ▲1.1%5,7490.7%ETFJ P MORGAN EXCHANGE TRADED F$4,207,659$460,287 ▲12.3%82,3090.7%ACTIVE BOND ETFGOOGLAlphabet$3,739,969$124,906 ▲3.5%10,8690.6%Communication ServicesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$3,490,426$131,587 ▲3.9%47,1360.6%ETFTSMTaiwan Semiconductor Manufacturing$3,366,226$198,443 ▲6.3%7,3790.6%TechnologyJPMORGAN CHASE & CO$3,308,300$38,045,450 ▼-92.0%10,0000.6%CALLTSLATesla$3,253,559$195,497 ▲6.4%9,1700.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$2,959,605$74,768 ▲2.6%8,9460.5%FinanceMUMicron Technology$2,925,856$761,553 ▲35.2%2,7470.5%TechnologyAMDAdvanced Micro Devices$2,725,820$758,532 ▲38.6%4,4560.5%TechnologySUBiShares Short-Term National Muni Bond ETF$2,562,380$94,086 ▼-3.5%24,5110.4%ETFSPACE EXPLORATION TECHN CORP$2,399,420$831,537 ▲53.0%15,9050.4%CLASS A COM STKAMAZON COM INC$2,388,300$4,776,600 ▼-66.7%10,0000.4%CALLVOOVanguard S&P 500 ETF$2,385,420$701 ▲0.0%3,4040.4%ETFVIGVanguard Dividend Appreciation ETF$2,287,094$408,985 ▼-15.2%9,8030.4%ETFIJRiShares Core S&P Small-Cap ETF$2,231,207$145,836 ▲7.0%16,4010.4%ETFAMGNAmgen$2,138,320$5,901 ▲0.3%5,0730.4%HealthcareYNDXYandex$2,063,950$554,082 ▼-21.2%8,7500.4%TechnologyPANWPalo Alto Networks$2,060,450$2,781 ▲0.1%5,1860.4%TechnologyBACBank of America$2,060,230$6,205 ▲0.3%37,8510.4%FinanceWDCWestern Digital$2,042,343$65,442 ▼-3.1%4,4940.4%TechnologyGLDSPDR Gold Shares$1,977,670$155,380 ▲8.5%5,1930.3%ETFXYLXylem$1,730,545$17,014 ▼-1.0%17,0880.3%IndustrialsEFAiShares MSCI EAFE ETF$1,690,509$220,040 ▲15.0%16,2720.3%ETFCRWDCrowdStrike$1,641,450$1,297,540 ▲377.3%6,2000.3%TechnologyVZVerizon Communications$1,463,418$17,981 ▲1.2%31,9040.3%Communication ServicesJNJJohnson & Johnson$1,374,265$26,474 ▲2.0%5,1910.2%HealthcareIWMiShares Russell 2000 ETF$1,285,892$75,314 ▼-5.5%4,6270.2%ETFMRKMerck & Co., Inc.$1,276,707$364,151 ▲39.9%8,7860.2%HealthcareGLWCorning$1,268,674$1,268,674 ▲New Holding8,2510.2%TechnologyISHARES TR$1,236,701$100,483 ▼-7.5%12,2830.2%0-3 MTH TREASURYEFAViShares MSCI EAFE Min Vol Factor ETF$1,127,416$18,042 ▼-1.6%12,3730.2%ETFKOCoca-Cola$1,106,558$50,271 ▲4.8%12,8550.2%Consumer StaplesBRK.BBerkshire Hathaway$1,057,646$24,400 ▲2.4%2,1240.2%FinanceLLYEli Lilly and Company$1,050,992$27,780 ▲2.7%9080.2%HealthcareMSMorgan Stanley$1,042,904$19,184 ▼-1.8%5,5450.2%FinanceNTRANatera$1,002,277$317,422 ▼-24.1%2,4250.2%HealthcareVVisa$961,208$41,682 ▲4.5%2,6750.2%FinanceGE VERNOVA INC$866,847$167,286 ▲23.9%9120.2%COMASTERA LABS INC$841,513$98,960 ▼-10.5%2,3640.1%COMGSThe Goldman Sachs Group$824,730$12,605 ▼-1.5%9160.1%FinanceTALEN ENERGY CORP$809,867$17,198 ▲2.2%2,5900.1%COMEXXONMOBIL HOLDINGS CORP$799,103$799,103 ▲New Holding4,9100.1%COM SHSECLEcolab$787,221$13,180 ▲1.7%2,8670.1%MaterialsTMOThermo Fisher Scientific$712,178$712,178 ▲New Holding1,0550.1%HealthcareFSTAFidelity MSCI Consumer Staples Index ETF$697,984$38,486 ▼-5.2%13,7290.1%ETFIEFAiShares Core MSCI EAFE ETF$687,443$96,296 ▼-12.3%7,0960.1%ETFAPPLOVIN CORP$676,411$74,640 ▼-9.9%2,3290.1%COM CL ACSCOCisco Systems$641,798$34,765 ▲5.7%5,9630.1%TechnologyPGProcter & Gamble$631,677$101,551 ▲19.2%4,3480.1%Consumer StaplesLITELumentum$622,578$125,293 ▲25.2%6410.1%TechnologyHOODRobinhood Markets$612,000$207,563 ▲51.3%5,4400.1%FinanceSTXSeagate Technology$610,589$396,606 ▲185.3%6620.1%TechnologyBIVVanguard Intermediate-Term Bond ETF$593,0490.0%8,1400.1%ETFUNHUnitedHealth Group$584,391$22,759 ▲4.1%1,5920.1%HealthcareJCIJohnson Controls International$575,424$37,014 ▲6.9%3,8710.1%IndustrialsLAM RESEARCH CORP$569,308$16,426 ▼-2.8%1,7330.1%COM NEWVDEVanguard Energy ETF$559,5870.0%3,2500.1%ETFALBAlbemarle$555,451$1,269 ▼-0.2%5,2510.1%MaterialsSNOWSnowflake$547,031$256,368 ▲88.2%1,6110.1%TechnologyCVXChevron$543,811$6,739 ▲1.3%2,6630.1%EnergyVEEVVeeva Systems$542,640$5,424 ▲1.0%1,9010.1%HealthcareINTCIntel$531,898$1,443 ▼-0.3%4,4240.1%TechnologyPMPhilip Morris International$511,970$23,852 ▲4.9%2,6830.1%Consumer StaplesCOPConocoPhillips$482,453$6,007 ▲1.3%3,8550.1%EnergyWALMART INC$474,187$4,157 ▼-0.9%4,5630.1%COMGFLGFL Environmental$468,538$208,774 ▲80.4%11,2010.1%IndustrialsWELLWelltower$461,631$74,137 ▼-13.8%2,0050.1%Real EstateShowing largest 100 holdings. 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