CLEAR WAVE WEALTH MANAGEMENT LLC: 13F holdings
CIK 21136152026Q2
| Positions | 191 |
|---|
| Reported value | $541.5m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 191 (+14 vs prior quarter) |
|---|
| Reported value | $541.5m (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 75,673 | $56.7m | 10.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 129,659 | $27.6m | 5.1% |
| ISTB ISHARES TR | 440,393 | $21.2m | 3.9% |
| DGRO ISHARES TR | 243,115 | $18.4m | 3.4% |
| SHY ISHARES TR | 191,530 | $15.7m | 2.9% |
| NVDA NVIDIA CORPORATION | 75,071 | $15.0m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 19,950 | $14.9m | 2.8% |
| USMV ISHARES TR | 146,448 | $14.1m | 2.6% |
| IJH ISHARES TR | 178,526 | $13.8m | 2.5% |
| VBR VANGUARD INDEX FDS | 49,775 | $12.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2113615")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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