CLEAR WAVE WEALTH MANAGEMENT LLC - Portfolio overview

CLEAR WAVE WEALTH MANAGEMENT LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.92%
2. RSP - INVESCO EXCHANGE TRADED FD T, 6.27%
3. ISTB - ISHARES TR, 5.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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