NEW WAVE WEALTH ADVISORS LLC: 13F holdings
CIK 20353242026Q2
| Positions | 203 |
|---|
| Reported value | $735.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 203 (+14 vs prior quarter) |
|---|
| Reported value | $735.0m (+155.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT WALMART INC | 547,858 | $62.1m | 8.4% |
| FYC FIRST TR EXCHANGE-TRADED ALP | 204,780 | $26.1m | 3.5% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 382,468 | $23.5m | 3.2% |
| EMXC ISHARES INC | 211,446 | $21.6m | 2.9% |
| DTCR GLOBAL X FDS | 708,392 | $21.6m | 2.9% |
| WEDBUSH SER TR | 560,436 | $21.4m | 2.9% |
| IEV ISHARES TR | 273,016 | $19.9m | 2.7% |
| XLK SELECT SECTOR SPDR TR | 102,872 | $19.6m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 25,876 | $19.4m | 2.6% |
| FIRST TR EXCHNG TRADED FD VI | 443,744 | $17.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035324")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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