Clear Wave Wealth Management LLC ETF holdings
Red Bank, NJ
Reported $311.8M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$311.8M
ETFs held
50
Change from prior quarter
+10.8%
With price moves
ETFs as a share of its 13F
69.3%
of $449.8M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $56.7M | 75,673 | −2,152 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $27.6M | 129,659 | +1,152 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $21.2M | 440,393 | +28,315 shares |
| DGRO | iShares Core Dividend Growth ETF | $18.4M | 243,115 | +6,180 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $15.7M | 191,530 | +12,269 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.9M | 19,950 | −588 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $14.1M | 146,448 | +810 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $13.8M | 178,526 | +3,106 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $12.1M | 49,775 | +869 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $11.6M | 40,454 | −16,182 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002113615. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clear Wave Wealth Management LLC own?
Clear Wave Wealth Management LLC reported 50 ETF positions worth $311.8M in its Form 13F for June 30, 2026. The largest was IVV, at $56.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.