CLEAR WAVE WEALTH MANAGEMENT LLC
178 holdingsFiling period: 2026-03-31Current AUM: $511.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 77.8K | $50.8M | $58.4M | 11.43% | -- | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 81.6K | $35.1M | $30.3M | 5.93% | -- | 2026-03-31 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 128.5K | $24.7M | $27.6M | 5.41% | -- | 2026-03-31 |
| 4 | ISTB | ISHARES TR | 412.1K | $20.0M | $19.8M | 3.87% | -- | 2026-03-31 |
| 5 | DGRO | ISHARES TR | 236.9K | $16.6M | $18.5M | 3.62% | -- | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 51.0K | $15.0M | $17.9M | 3.51% | -- | 2026-03-31 |
| 7 | SHY | ISHARES TR | 179.3K | $14.8M | $14.7M | 2.88% | -- | 2026-03-31 |
| 8 | USMV | ISHARES TR | 145.6K | $13.5M | $14.3M | 2.79% | -- | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 20.5K | $13.4M | $15.3M | 3.00% | -- | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 74.4K | $13.0M | $14.9M | 2.92% | -- | 2026-03-31 |
| 11 | IJH | ISHARES TR | 175.4K | $11.8M | $13.2M | 2.58% | -- | 2026-03-31 |
| 12 | FTEC | FIDELITY COVINGTON TRUST | 56.6K | $11.8M | $15.3M | 2.99% | -- | 2026-03-31 |
| 13 | IAU | ISHARES GOLD TR | 123.6K | $10.9M | $9.4M | 1.84% | -- | 2026-03-31 |
| 14 | VBR | VANGUARD INDEX FDS | 48.9K | $10.6M | $12.0M | 2.34% | -- | 2026-03-31 |
| 15 | IVE | ISHARES TR | 49.2K | $10.4M | $11.4M | 2.23% | -- | 2026-03-31 |
| 16 | QUAL | ISHARES TR | 50.3K | $9.7M | $11.0M | 2.16% | -- | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 22.1K | $8.2M | $10.2M | 2.01% | -- | 2026-03-31 |
| 18 | ITA | ISHARES TR | 37.2K | $8.1M | $8.9M | 1.75% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 31.7K | $8.1M | $9.8M | 1.92% | -- | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 42.0K | $7.3M | $8.4M | 1.65% | -- | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 30.0K | $6.2M | $8.1M | 1.59% | -- | 2026-03-31 |
| 22 | EFAV | ISHARES TR | 62.6K | $5.7M | $5.8M | 1.14% | -- | 2026-03-31 |
| 23 | DYNF | BLACKROCK ETF TRUST | 98.0K | $5.7M | $6.6M | 1.29% | -- | 2026-03-31 |
| 24 | AAPL | APPLE INC | 20.0K | $5.4M | $6.6M | 1.29% | -- | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 9.4K | $5.4M | $5.2M | 1.03% | -- | 2026-03-31 |
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