Red Wave Investments LLC - Portfolio overview

Red Wave Investments LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.80%
2. VUSB - VANGUARD BD INDEX FDS, 9.75%
3. VBIL - VANGUARD INSTL INDEX FD, 6.32%

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

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