CLEAR WAVE WEALTH MANAGEMENT LLC Diversified Active

Location: Red Bank, NJ

CIK: 0002113615 · Show all filings

Period: Q1 2026 (Next →)

Filing Date: May 13, 2026

Total Value: $463M (100.0% shares, 0.0% debt)

Holdings (177)

IVV ISHARES TR 11.0%
Value $50.84M Shares 77,825 Est. Cost $653.21 Unrealized
SPDR GOLD TR 7.6%
Value $35.11M Shares 81,600 Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 5.3%
Value $24.66M Shares 128,507 Est. Cost $191.92 Unrealized
ISTB ISHARES TR 4.3%
Value $19.97M Shares 412,078 Est. Cost $48.46 Unrealized
DGRO ISHARES TR 3.6%
Value $16.63M Shares 236,935 Est. Cost $70.18 Unrealized
JPMORGAN CHASE & CO 3.2%
Value $15M Shares 51,000 Est. Cost Unrealized
SHY ISHARES TR 3.2%
Value $14.8M Shares 179,261 Est. Cost $82.57 Unrealized
USMV ISHARES TR 2.9%
Value $13.51M Shares 145,638 Est. Cost $92.74 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 2.9%
Value $13.36M Shares 20,538 Est. Cost $650.35 Unrealized
NVDA NVIDIA CORPORATION 2.8%
Value $12.98M Shares 74,409 Est. Cost $186.63 Unrealized 0.0%
IJH ISHARES TR 2.6%
Value $11.85M Shares 175,420 Est. Cost $67.53 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.5%
Value $11.78M Shares 56,636 Est. Cost $208.05 Unrealized
IAU ISHARES GOLD TR 2.4%
Value $10.89M Shares 123,567 Est. Cost $88.16 Unrealized
VBR VANGUARD INDEX FDS 2.3%
Value $10.62M Shares 48,906 Est. Cost $217.25 Unrealized
IVE ISHARES TR 2.2%
Value $10.38M Shares 49,174 Est. Cost $211.15 Unrealized
QUAL ISHARES TR 2.1%
Value $9.656M Shares 50,343 Est. Cost $191.81 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $8.163M Shares 22,051 Est. Cost $434.61 Unrealized 0.0%
ITA ISHARES TR 1.8%
Value $8.14M Shares 37,212 Est. Cost $218.75 Unrealized
AAPL APPLE INC 1.7%
Value $8.055M Shares 31,737 Est. Cost $262.82 Unrealized 0.0%
NVIDIA CORPORATION 1.6%
Value $7.325M Shares 42,000 Est. Cost Unrealized
AMZN AMAZON COM INC 1.3%
Value $6.243M Shares 29,976 Est. Cost $226.83 Unrealized 0.0%
EFAV ISHARES TR 1.2%
Value $5.722M Shares 62,622 Est. Cost $91.37 Unrealized
DYNF BLACKROCK ETF TRUST 1.2%
Value $5.701M Shares 97,985 Est. Cost $58.18 Unrealized
APPLE INC 1.2%
Value $5.437M Shares 20,000 Est. Cost Unrealized
META META PLATFORMS INC 1.2%
Value $5.388M Shares 9,417 Est. Cost $655.57 Unrealized 0.0%
BROADCOM INC 1.0%
Value $4.643M Shares 15,000 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 1.0%
Value $4.612M Shares 75,292 Est. Cost $61.26 Unrealized
AVGO BROADCOM INC 1.0%
Value $4.556M Shares 14,719 Est. Cost $334.17 Unrealized 0.0%
BAI BLACKROCK ETF TRUST 1.0%
Value $4.434M Shares 134,562 Est. Cost $32.95 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.8%
Value $3.546M Shares 65,953 Est. Cost $53.77 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value $3.328M Shares 5,766 Est. Cost $577.17 Unrealized
GOOG ALPHABET INC 0.7%
Value $3.277M Shares 11,422 Est. Cost $323.67 Unrealized 0.0%
TSLA TESLA INC 0.7%
Value $3.2M Shares 8,608 Est. Cost $425.98 Unrealized 0.0%
EEMV ISHARES INC 0.7%
Value $3.089M Shares 47,725 Est. Cost $64.73 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value $3.046M Shares 66,370 Est. Cost $45.89 Unrealized
GOOGL ALPHABET INC 0.6%
Value $2.616M Shares 9,096 Est. Cost $323.29 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.5%
Value $2.522M Shares 8,575 Est. Cost $311.42 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $2.417M Shares 11,238 Est. Cost $215.06 Unrealized
SUB ISHARES TR 0.5%
Value $2.238M Shares 21,011 Est. Cost $106.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value $2.178M Shares 6,445 Est. Cost $337.95 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value $2.152M Shares 3,601 Est. Cost $597.49 Unrealized
GLD SPDR GOLD TR 0.5%
Value $2.087M Shares 4,851 Est. Cost $430.32 Unrealized
XYL XYLEM INC 0.5%
Value $2.087M Shares 17,462 Est. Cost $136.45 Unrealized 0.0%
BAC BANK AMERICA CORP 0.4%
Value $1.817M Shares 37,274 Est. Cost $53.66 Unrealized 0.0%
AMGN AMGEN INC 0.4%
Value $1.769M Shares 5,027 Est. Cost $349.67 Unrealized 0.0%
IJR ISHARES TR 0.4%
Value $1.732M Shares 13,934 Est. Cost $124.31 Unrealized
NBIS NEBIUS GROUP N.V. 0.4%
Value $1.708M Shares 16,460 Est. Cost $96.40 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $1.583M Shares 31,542 Est. Cost $43.82 Unrealized 0.0%
SGOV ISHARES TR 0.3%
Value $1.358M Shares 13,490 Est. Cost $100.66 Unrealized
WDC WESTERN DIGITAL CORP 0.3%
Value $1.329M Shares 4,915 Est. Cost $251.23 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value $1.256M Shares 5,140 Est. Cost $227.87 Unrealized 0.0%
IWM ISHARES TR 0.3%
Value $1.234M Shares 4,975 Est. Cost $247.98 Unrealized
EFA ISHARES TR 0.2%
Value $1.152M Shares 11,863 Est. Cost $97.13 Unrealized
LLY ELI LILLY & CO 0.2%
Value $1.094M Shares 1,189 Est. Cost $1047.09 Unrealized 0.0%
APP APPLOVIN CORP 0.2%
Value $1.003M Shares 2,519 Est. Cost $507.11 Unrealized 0.0%
ALB ALBEMARLE CORP 0.2%
Value $945K Shares 5,261 Est. Cost $171.25 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $922K Shares 1,925 Est. Cost $493.47 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value $921K Shares 5,597 Est. Cost $179.67 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value $919K Shares 12,090 Est. Cost $74.76 Unrealized 0.0%
NFLX NETFLIX INC. 0.2%
Value $910K Shares 9,462 Est. Cost $83.84 Unrealized 0.0%
ALPHABET INC 0.2%
Value $863K Shares 3,000 Est. Cost Unrealized
APPLE INC 0.2%
Value $816K Shares 3,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $802K Shares 4,726 Est. Cost $138.74 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value $802K Shares 5,000 Est. Cost $172.15 Unrealized 0.0%
TLN TALEN ENERGY CORP 0.2%
Value $793K Shares 2,484 Est. Cost $368.21 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.2%
Value $764K Shares 9,900 Est. Cost $77.18 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.2%
Value $758K Shares 14,481 Est. Cost $52.33 Unrealized
ECL ECOLAB INC 0.2%
Value $753K Shares 2,829 Est. Cost $286.24 Unrealized 0.0%
V VISA INC 0.2%
Value $751K Shares 2,486 Est. Cost $329.17 Unrealized 0.0%
IEFA ISHARES TR 0.2%
Value $710K Shares 7,843 Est. Cost $90.52 Unrealized
MRK MERCK & CO INC 0.1%
Value $657K Shares 5,465 Est. Cost $114.28 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $635K Shares 751 Est. Cost $932.60 Unrealized 0.0%
NTRA NATERA INC 0.1%
Value $629K Shares 3,143 Est. Cost $225.87 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value $623K Shares 714 Est. Cost $736.93 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value $587K Shares 2,343 Est. Cost $199.85 Unrealized 0.0%
QXO QXO INC 0.1%
Value $571K Shares 29,397 Est. Cost $24.14 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.1%
Value $562K Shares 3,250 Est. Cost $173.04 Unrealized
WMT WALMART INC 0.1%
Value $559K Shares 4,495 Est. Cost $122.03 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.1%
Value $557K Shares 2,694 Est. Cost $171.87 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $556K Shares 3,798 Est. Cost $154.17 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $535K Shares 2,631 Est. Cost $221.70 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $535K Shares 1,160 Est. Cost $520.97 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $514K Shares 1,520 Est. Cost $387.04 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value $513K Shares 11,040 Est. Cost $51.27 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value $508K Shares 5,467 Est. Cost $87.17 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $507K Shares 3,839 Est. Cost $102.65 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.1%
Value $498K Shares 3,451 Est. Cost $151.77 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $485K Shares 1,242 Est. Cost $431.12 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value $476K Shares 3,114 Est. Cost $152.75 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $468K Shares 3,572 Est. Cost $126.06 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value $450K Shares 2,335 Est. Cost $196.61 Unrealized 0.0%
WELL WELLTOWER INC 0.1%
Value $448K Shares 2,267 Est. Cost $186.94 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value $448K Shares 6,574 Est. Cost $68.14 Unrealized
SE SEA LTD 0.1%
Value $442K Shares 5,337 Est. Cost $82.81 Unrealized
CSCO CISCO SYS INC 0.1%
Value $419K Shares 5,401 Est. Cost $77.91 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value $412K Shares 2,547 Est. Cost $161.74 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $408K Shares 2,469 Est. Cost $175.91 Unrealized 0.0%
ALAB ASTERA LABS INC 0.1%
Value $401K Shares 3,657 Est. Cost $157.63 Unrealized 0.0%
T AT&T INC 0.1%
Value $392K Shares 13,505 Est. Cost $25.75 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $379K Shares 380 Est. Cost $963.77 Unrealized 0.0%
GFL GFL ENVIRONMENTAL INC 0.1%
Value $376K Shares 9,017 Est. Cost $42.91 Unrealized 0.0%
HEI HEICO CORP NEW 0.1%
Value $364K Shares 1,326 Est. Cost $338.92 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value $362K Shares 1,695 Est. Cost $225.94 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value $356K Shares 2,425 Est. Cost $146.63 Unrealized
WGS GENEDX HOLDINGS CORP 0.1%
Value $353K Shares 5,497 Est. Cost $101.12 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value $342K Shares 5,178 Est. Cost $63.03 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value $337K Shares 1,595 Est. Cost $215.31 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value $336K Shares 2,962 Est. Cost $116.18 Unrealized 0.0%
ROKU ROKU INC 0.1%
Value $335K Shares 3,538 Est. Cost $98.47 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $321K Shares 754 Est. Cost $485.25 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value $321K Shares 734 Est. Cost $436.79 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $320K Shares 5,102 Est. Cost $85.82 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $319K Shares 1,180 Est. Cost $308.69 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value $319K Shares 2,687 Est. Cost $120.15 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value $317K Shares 1,536 Est. Cost $182.40 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $314K Shares 3,625 Est. Cost $99.51 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value $305K Shares 611 Est. Cost $539.05 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value $303K Shares 1,536 Est. Cost $190.39 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value $303K Shares 3,859 Est. Cost $78.41 Unrealized
RAPP RAPPORT THERAPEUTICS INC 0.1%
Value $297K Shares 9,500 Est. Cost $27.83 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value $293K Shares 4,207 Est. Cost $69.75 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $288K Shares 1,229 Est. Cost $233.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $287K Shares 5,820 Est. Cost $49.37 Unrealized
RKT ROCKET COS INC 0.1%
Value $284K Shares 19,914 Est. Cost $20.15 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.1%
Value $283K Shares 1,352 Est. Cost $229.83 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value $282K Shares 2,298 Est. Cost $135.05 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.1%
Value $278K Shares 4,435 Est. Cost $65.73 Unrealized 0.0%
ENTG ENTEGRIS INC 0.1%
Value $271K Shares 2,314 Est. Cost $118.35 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $271K Shares 2,066 Est. Cost $120.88 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $269K Shares 1,110 Est. Cost $283.93 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value $267K Shares 1,818 Est. Cost $169.61 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value $266K Shares 2,063 Est. Cost $153.90 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $264K Shares 802 Est. Cost $376.98 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value $262K Shares 9,314 Est. Cost $26.18 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value $260K Shares 757 Est. Cost $354.49 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value $259K Shares 758 Est. Cost $326.57 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $258K Shares 1,186 Est. Cost $222.57 Unrealized 0.0%
TRS TRIMAS CORP 0.1%
Value $258K Shares 7,167 Est. Cost $35.52 Unrealized 0.0%
ABVX ABIVAX SA 0.1%
Value $257K Shares 2,312 Est. Cost $111.35 Unrealized
RBC RBC BEARINGS INC 0.1%
Value $253K Shares 466 Est. Cost $517.64 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $251K Shares 886 Est. Cost $318.19 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value $251K Shares 2,119 Est. Cost $136.45 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $251K Shares 354 Est. Cost $684.39 Unrealized 0.0%
ITOT ISHARES TR 0.1%
Value $248K Shares 1,741 Est. Cost $142.43 Unrealized
MEDP MEDPACE HLDGS INC 0.1%
Value $243K Shares 507 Est. Cost $542.35 Unrealized 0.0%
BN BROOKFIELD CORP 0.1%
Value $239K Shares 5,905 Est. Cost $46.68 Unrealized 0.0%
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $238K Shares 514 Est. Cost $463.19 Unrealized
JBL JABIL INC 0.1%
Value $238K Shares 895 Est. Cost $248.04 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value $236K Shares 723 Est. Cost $330.79 Unrealized 0.0%
LOPE GRAND CANYON ED INC 0.1%
Value $236K Shares 1,387 Est. Cost $169.25 Unrealized 0.0%
BIIB BIOGEN INC 0.1%
Value $235K Shares 1,280 Est. Cost $183.25 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value $232K Shares 2,909 Est. Cost $90.04 Unrealized 0.0%
UPS UNITED PARCEL SVCS INC 0.0%
Value $227K Shares 2,308 Est. Cost $109.86 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value $227K Shares 458 Est. Cost $460.00 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value $225K Shares 7,846 Est. Cost $29.82 Unrealized 0.0%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $224K Shares 1,010 Est. Cost $221.00 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value $223K Shares 3,221 Est. Cost $95.75 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value $221K Shares 730 Est. Cost $356.17 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value $218K Shares 1,368 Est. Cost $154.23 Unrealized 0.0%
CBZ CBIZ INC 0.0%
Value $218K Shares 8,133 Est. Cost $40.46 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value $218K Shares 830 Est. Cost $262.05 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $217K Shares 4,731 Est. Cost $51.15 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value $217K Shares 157 Est. Cost $1196.06 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $216K Shares 776 Est. Cost $303.32 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $213K Shares 433 Est. Cost $574.61 Unrealized 0.0%
ERX DIREXION SHARES ETF TRUST 0.0%
Value $212K Shares 2,061 Est. Cost $103.01 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $210K Shares 9,695 Est. Cost $21.68 Unrealized
FN FABRINET 0.0%
Value $207K Shares 396 Est. Cost $492.64 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value $206K Shares 873 Est. Cost $271.50 Unrealized 0.0%
ASML ASML HLDG NV 0.0%
Value $205K Shares 155 Est. Cost $1320.83 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $203K Shares 429 Est. Cost $498.00 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value $202K Shares 692 Est. Cost $288.51 Unrealized 0.0%
APG API GROUP CORP 0.0%
Value $202K Shares 4,977 Est. Cost $42.82 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $201K Shares 1,927 Est. Cost $121.19 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $167K Shares 10,170 Est. Cost $16.20 Unrealized 0.0%
GBTG GLOBAL BUSINESS TRAVEL GROUP 0.0%
Value $55,800 Shares 10,000 Est. Cost $6.60 Unrealized 0.0%
RANI RANI THERAPEUTICS HLDGS INC 0.0%
Value $9,720 Shares 13,228 Est. Cost $1.32 Unrealized 0.0%