Titelia

Holdings of CLEAR WAVE WEALTH MANAGEMENT LLC

157 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.6 % of the equity sleeve

Sector breakdown

  • Funds 30.0 %
  • Technology 11.8 %
  • Communication 3.8 %
  • Financials 2.7 %
  • Consumer discretionary 2.7 %
  • Health care 2.2 %
  • Industrials 1.4 %
  • Consumer staples 0.9 %
  • Materials 0.5 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 43.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.6 %
  • FR 0.1 %
  • NL 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US153380.8M $99.26 %
2TW22.4M $0.62 %
3FR1257.4K $0.07 %
4NL1204.7K $0.05 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 77,82550.8M $
2Invesco S&P 500 Equal Weight ETF 128,50724.7M $
3ISHARES CORE 1-5 YEAR USD BO 412,07820M $
4iShares Core Dividend Growth ETF 236,93516.6M $
5iShares Trust 179,26114.8M $
6iShares MSCI USA Min Vol Factor ETF 145,63813.5M $
7State Street SPDR S&P 500 ETF Trust 20,53813.4M $
8NVIDIA Corp 74,40913M $
9iShares Core S&P Mid-Cap ETF 175,42011.8M $
10FIDELITY COVINGTON TRUST 56,63611.8M $
11Ishares Gold Trust 123,56710.9M $
12Vanguard Index Funds 48,90610.6M $
13iShares Trust 49,17410.4M $
14iShares Trust 50,3439.7M $
15Microsoft Corp 22,0518.2M $
16iShares Trust 37,2128.1M $
17Apple Inc 31,7378.1M $
18Amazon.com Inc 29,9766.2M $
19iShares MSCI EAFE Min Vol Factor ETF 62,6225.7M $
20BlackRock ETF Trust 97,9855.7M $
21Meta Platforms Inc 9,4175.4M $
22Select Sector Spdr Trust 75,2924.6M $
23Broadcom Inc 14,7194.6M $
24J P Morgan Exchange Traded Fund Trust 65,9533.5M $
25Invesco QQQ Trust Series 1 5,7663.3M $
26Alphabet Inc 11,4223.3M $
27Tesla Inc 8,6083.2M $
28iShares MSCI Emerging Markets Min Vol Factor ETF 47,7253.1M $
29State Street Utilities Select Sector SPDR ETF 66,3703M $
30Alphabet Inc 9,0962.6M $
31JPMorgan Chase & Co 8,5752.5M $
32VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 11,2382.4M $
33iShares Short-Term National Muni Bond ETF 21,0112.2M $
34Taiwan Semiconductor Manufacturing Co Ltd 6,4452.2M $
35Vanguard S&P 500 ETF 3,6012.2M $
36SPDR Gold Shares 4,8512.1M $
37Xylem Inc/NY 17,4622.1M $
38Bank of America Corp 37,2741.8M $
39Amgen Inc 5,0271.8M $
40iShares Core S&P Small-Cap ETF 13,9341.7M $
41Verizon Communications Inc 31,5421.6M $
42iShares Trust 13,4901.4M $
43Western Digital Corp 4,9151.3M $
44Johnson & Johnson 5,1401.3M $
45iShares Russell 2000 ETF 4,9751.2M $
46iShares MSCI EAFE ETF 11,8631.2M $
47Eli Lilly & Co 1,1891.1M $
48AppLovin Corp 2,5191M $
49Albemarle Corp 5,261944.5K $
50Berkshire Hathaway Inc 1,925922.5K $
51Morgan Stanley 5,597921.1K $
52Coca-Cola Co/The 12,090919.4K $
53Netflix Inc 9,462909.8K $
54Exxon Mobil Corp 4,726801.8K $
55Palo Alto Networks Inc 5,000801.6K $
56TALEN ENERGY CORP 2,484793K $
57Vanguard Bond Index Funds 9,900764K $
58Ecolab Inc 2,829752.6K $
59Visa Inc 2,486751.4K $
60iShares Core MSCI EAFE ETF 7,843710K $
61Merck & Co Inc 5,465657.4K $
62Goldman Sachs Group Inc/The 751635.3K $
63Natera Inc 3,143628.6K $
64GE Vernova Inc 714623.3K $
65Vertiv Holdings Co 2,343587.1K $
66QXO Inc 29,397570.9K $
67VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,250562.4K $
68Walmart Inc 4,495558.6K $
69Chevron Corp 2,694557.4K $
70Palantir Technologies Inc 3,798555.6K $
71Advanced Micro Devices Inc 2,631535.2K $
72Intuitive Surgical Inc 1,160534.7K $
73Micron Technology Inc 1,520513.5K $
74Fifth Third Bancorp 11,040512.9K $
75NextEra Energy Inc 5,467507.8K $
76ConocoPhillips 3,839506.7K $
77Procter & Gamble Co/The 3,451498.5K $
78Crowdstrike Holdings Inc 1,242484.9K $
79Novartis AG 3,114475.7K $
80RTX Corp 2,335450.4K $
81Welltower Inc 2,267448.3K $
82iShares Silver Trust 6,574448K $
83Sea Ltd 5,337442K $
84Cisco Systems, Inc. 5,401419.1K $
85Select Sector Spdr Trust 2,547411.9K $
86Philip Morris International Inc. 2,469408.2K $
87Astera Labs Inc 3,657400.8K $
88AT&T Inc 13,505391.5K $
89Costco Wholesale Corp 380378.6K $
90HEICO Corp 1,326363.6K $
91Lam Research Corp 1,695362.2K $
92State Street Health Care Select Sector SPDR ETF 2,425355.6K $
93GeneDx Holdings Corp 5,497353K $
94Altria Group, Inc. 5,178341.7K $
95Cardinal Health, Inc. 1,595337K $
96Citigroup Inc 2,962335.9K $
97Roku Inc 3,538334.8K $
98S&P Global Inc 754320.7K $
99Vanguard Growth ETF 734320.6K $
100Boston Scientific Corp 5,102320.2K $