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
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.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 153 | 380.8M $ | 99.26 % |
| 2 | TW | 2 | 2.4M $ | 0.62 % |
| 3 | FR | 1 | 257.4K $ | 0.07 % |
| 4 | NL | 1 | 204.7K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | UnitedHealth Group Inc | 1,180 | 319.3K $ | |
| 102 | Bank of New York Mellon Corp/The | 2,687 | 318.8K $ | |
| 103 | Cloudflare Inc | 1,536 | 316.9K $ | |
| 104 | Mastercard Inc | 611 | 305.3K $ | |
| 105 | Vanguard Short-term Bond Etf | 3,859 | 302.6K $ | |
| 106 | Rapport Therapeutics Inc | 9,500 | 297.3K $ | |
| 107 | iShares Core MSCI Emerging Markets ETF | 4,207 | 293.4K $ | |
| 108 | Select Sector Spdr Trust | 5,820 | 287.3K $ | |
| 109 | Rocket Cos Inc | 19,914 | 283.8K $ | |
| 110 | Arista Networks Inc | 2,298 | 282.1K $ | |
| 111 | Arrowhead Pharmaceuticals Inc | 4,435 | 278.1K $ | |
| 112 | Entegris Inc | 2,314 | 271.3K $ | |
| 113 | Duke Energy Corp | 2,066 | 270.5K $ | |
| 114 | International Business Machines Corp. | 1,110 | 269.1K $ | |
| 115 | Oracle Corp | 1,818 | 267.4K $ | |
| 116 | QUALCOMM Inc | 2,063 | 265.7K $ | |
| 117 | Home Depot Inc/The | 802 | 263.8K $ | |
| 118 | Pfizer Inc | 9,314 | 261.5K $ | |
| 119 | General Dynamics Corp | 757 | 259.8K $ | |
| 120 | Applied Materials Inc | 758 | 259.1K $ | |
| 121 | AbbVie Inc | 1,186 | 257.9K $ | |
| 122 | TriMas Corp | 7,167 | 257.6K $ | |
| 123 | Abivax SA | 2,312 | 257.4K $ | |
| 124 | RBC Bearings Inc | 466 | 253.1K $ | |
| 125 | General Electric Co | 886 | 251.4K $ | |
| 126 | Caterpillar Inc | 354 | 250.8K $ | |
| 127 | iShares Core S&P Total U.S. Stock Market ETF | 1,741 | 248K $ | |
| 128 | Medpace Holdings Inc | 507 | 243.5K $ | |
| 129 | State Street Spdr Dow Jones Industrial Average Etf Trust | 514 | 238.1K $ | |
| 130 | Jabil Inc | 895 | 237.7K $ | |
| 131 | Marriott International Inc/MD | 723 | 236.5K $ | |
| 132 | Grand Canyon Education Inc | 1,387 | 235.8K $ | |
| 133 | Biogen Inc | 1,280 | 234.7K $ | |
| 134 | Wells Fargo & Co | 2,909 | 231.6K $ | |
| 135 | United Parcel Service Inc | 2,308 | 227.1K $ | |
| 136 | Comcast Corp | 7,846 | 225.3K $ | |
| 137 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 1,010 | 224.3K $ | |
| 138 | Robinhood Markets Inc | 3,221 | 223.2K $ | |
| 139 | American Express Co | 730 | 220.8K $ | |
| 140 | TJX Cos Inc/The | 1,368 | 218.5K $ | |
| 141 | CBIZ Inc | 8,133 | 218.4K $ | |
| 142 | Vanguard Small-Cap ETF | 830 | 217.5K $ | |
| 143 | Truist Financial Corp | 4,731 | 217.5K $ | |
| 144 | Comfort Systems USA Inc | 157 | 216.5K $ | |
| 145 | Cadence Design Systems Inc | 776 | 215.6K $ | |
| 146 | Thermo Fisher Scientific Inc | 433 | 212.8K $ | |
| 147 | Direxion Shares ETF Trust | 2,061 | 212.3K $ | |
| 148 | ASE Technology Holding Co Ltd | 9,695 | 210.2K $ | |
| 149 | Lowe's Cos Inc | 873 | 206.3K $ | |
| 150 | ASML Holding NV | 155 | 204.7K $ | |
| 151 | HCA Healthcare Inc | 429 | 203K $ | |
| 152 | Travelers Cos Inc/The | 692 | 201.8K $ | |
| 153 | API Group Corp | 4,977 | 201.7K $ | |
| 154 | ServiceNow Inc | 1,927 | 201.5K $ | |
| 155 | Healthpeak Properties Inc | 10,170 | 167.1K $ | |
| 156 | Global Business Travel Group I | 10,000 | 55.8K $ | |
| 157 | Rani Therapeutics Holdings Inc | 13,228 | 9.7K $ | |