Clear Wave Wealth Management
Clear Wave Wealth Management reported 182 stocks worth $450M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are IVV (12.6%), RSP (6.1%) and ISTB (4.7%). Compared with Q1 2026, the fund opened new positions in VEA, SPCX and INTC, added to RSP, ISTB and DGRO, trimmed IVV, SPY and FTEC and sold out of PLTR, SPGI and BSX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $56.7M | 12.6% | 76K | −2,152 (−3%) | 2 of 2 | |
| 2 |  RSP Invesco Exchange Traded FD T | $27.6M | 6.1% | 130K | +1,152 (+1%) | 2 of 2 | |
| 3 |  ISTB Ishares TR | $21.2M | 4.7% | 440K | +28K (+7%) | 2 of 2 | |
| 4 |  DGRO Ishares TR | $18.4M | 4.1% | 243K | +6,180 (+3%) | 2 of 2 | |
| 5 |  SHY Ishares 1-3 Year Treasry | $15.7M | 3.5% | 192K | +12K (+7%) | 2 of 2 | |
| 6 |  NVDA Nvidia Corporation | $15M | 3.3% | 75K | +662 (+1%) | 2 of 2 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $14.9M | 3.3% | 20K | −588 (−3%) | 2 of 2 | |
| 8 |  USMV Ishares TR | $14.1M | 3.1% | 146K | +810 (+1%) | 2 of 2 | |
| 9 |  IJH Ishares TR | $13.8M | 3.1% | 179K | +3,106 (+2%) | 2 of 2 | |
| 10 |  VBR Vanguard Index Fds | $12.1M | 2.7% | 50K | +869 (+2%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PLTR Palantir Technologies Inc | $556K | 3,798 |
 SPGI S&P Global Inc | $321K | 754 |
 BSX Boston Scientific Corp | $320K | 5,102 |
 AZN Astrazeneca PLC Ord | $303K | 1,536 |
 RKT Rocket Companies Cla A | $284K | 20K |
🔒 Free account: see all 18.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 JPM Jpmorgan Chase & Co. | Put | $40.9M | 125K | +74,000 |
 GOOG Alphabet Inc. | Put | $25M | 70K | +70,000 |
 AMZN Amazon Com Inc | Put | $7.2M | 30K | +30,000 |
 CL Citigroup Inc | Put | $5.6M | 40K | +40,000 |
NVDA Nvidia Corporation | Put | $4M | 20K | −22,000 |
🔒 Free account: see all 9.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clear Wave Wealth Management 13F FAQ
What does Clear Wave Wealth Management own?
Clear Wave Wealth Management reported 182 stocks worth $450M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are IVV (12.6%), RSP (6.1%) and ISTB (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Clear Wave Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 85 added to, 51 trimmed and 18 sold out. New positions include VEA, SPCX and INTC. It sold all of PLTR, SPGI and BSX.
When will Clear Wave Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clear Wave Wealth Management's portfolio worth?
The Q2 2026 filing reports $450M in US stocks ($541M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.