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Clearwave Capital, LLC

Q2 2026 · 13F-HR

Clearwave Capital, LLCholdings as filed

Filed 2026-07-20 · accession 0001214659-26-008705

$181.4M
Reported value
166
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
316092113FELCFIDELITY COVINGTON TRUST$7.7M4.23%183,123CommonSOLE
02079K305GOOGLALPHABET INC$7.2M3.95%20,033CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.5M3.61%143,771CommonSOLE
69344A107PULSPGIM ETF TR$6.5M3.61%131,973CommonSOLE
11135F101AVGOBROADCOM INC$6.3M3.48%16,710CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.5M3.04%27,598CommonSOLE
219350105GLWCORNING INC$5.2M2.88%20,445CommonSOLE
037833100AAPLAPPLE INC$5.1M2.80%17,574CommonSOLE
023135106AMZNAMAZON COM INC$5.0M2.78%21,138CommonSOLE
594918104MSFTMICROSOFT CORP$4.8M2.62%12,742CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$4.4M2.41%72,472CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$4.3M2.35%106,411CommonSOLE
46434V456IQLTISHARES TR$4.1M2.26%82,885CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.9M2.13%3,346CommonSOLE
040413205ANETARISTA NETWORKS INC$3.8M2.09%22,311CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$3.5M1.95%73,128CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$3.2M1.79%52,145CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$3.0M1.67%74,620CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.0M1.66%5,185CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M1.54%4,944CommonSOLE
464287614IWFISHARES TR$2.3M1.25%18,280CommonSOLE
464287598IWDISHARES TR$2.2M1.19%8,881CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.9M1.07%2,082CommonSOLE
244199105DEDEERE & CO$1.9M1.06%3,032CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.99%5,080CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.7M0.91%23,187CommonSOLE
316188200FLTBFIDELITY MERRIMACK STR TR$1.6M0.89%32,240CommonSOLE
931142103WMTWALMART INC$1.6M0.88%14,050CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.5M0.84%6,981CommonSOLE
464287473IWSISHARES TR$1.5M0.83%9,136CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.4M0.80%2,107CommonSOLE
369604301GEGE AEROSPACE$1.3M0.72%3,506CommonSOLE
281020107EIXEDISON INTL$1.3M0.72%17,451CommonSOLE
29250N105ENBENBRIDGE INC$1.2M0.66%22,033CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.63%3,326CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.59%3,258CommonSOLE
92826C839VVISA INC$1.0M0.57%2,996CommonSOLE
464288760ITAISHARES TR$1.0M0.56%4,222CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$993,6080.55%1,302CommonSOLE
464287481IWPISHARES TR$979,8670.54%6,693CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$962,7100.53%952CommonSOLE
031162100AMGNAMGEN INC$915,4140.50%2,528CommonSOLE
46432F842IEFAISHARES TR$912,8040.50%9,451CommonSOLE
922908736VUGVANGUARD INDEX FDS$900,2590.50%10,451CommonSOLE
21873S108CRWVCOREWEAVE INC$894,5660.49%8,987CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$878,0810.48%2,948CommonSOLE
36828A101GEVGE VERNOVA INC$851,3320.47%725CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$844,8210.47%32,834CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$829,3720.46%16,830CommonSOLE
166764100CVXCHEVRON CORPORATION$822,9250.45%4,965CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$809,3340.45%17,147CommonSOLE
532457108LLYELI LILLY & CO$795,8030.44%663CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$743,5540.41%17,562CommonSOLE
882508104TXNTEXAS INSTRS INC$743,5390.41%2,495CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$738,6920.41%20,095CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$737,2010.41%764CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$725,8910.40%1,177CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$698,9170.39%4,784CommonSOLE
922908769VTIVANGUARD INDEX FDS$698,9020.39%1,889CommonSOLE
482480100KLACKLA CORP$697,1160.38%2,311CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$684,9090.38%1,648CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$666,3270.37%2,938CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$663,6600.37%29,774CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$663,5030.37%7,695CommonSOLE
464287226AGGISHARES TR$663,3100.37%6,701CommonSOLE
88160R101TSLATESLA INC$660,3420.36%1,570CommonSOLE
29364G103ETRENTERGY CORP NEW$636,9240.35%5,545CommonSOLE
82509L107SHOPSHOPIFY INC$622,0530.34%5,448CommonSOLE
911363109URIUNITED RENTALS INC$619,7750.34%547CommonSOLE
172967424CCITIGROUP INC$617,7420.34%4,414CommonSOLE
437076102HDHOME DEPOT INC$615,8270.34%1,746CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$609,5040.34%5,670CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$601,6650.33%22,015CommonSOLE
78464A862XSDSPDR SERIES TRUST$593,0480.33%951CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$580,4010.32%9,444CommonSOLE
842587107SOSOUTHERN CO$575,9220.32%6,017CommonSOLE
H1467J104CBCHUBB LIMITED$575,6950.32%1,690CommonSOLE
91913Y100VLOVALERO ENERGY CORP$570,0530.31%2,189CommonSOLE
742718109PGPROCTER & GAMBLE CO$568,4710.31%3,877CommonSOLE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$564,7010.31%21,570CommonSOLE
17275R102CSCOCISCO SYS INC$560,6250.31%4,773CommonSOLE
922908629VOVANGUARD INDEX FDS$552,6050.30%6,859CommonSOLE
89832Q109TFCTRUIST FINL CORP$531,0230.29%10,659CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$511,1630.28%684CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$511,0730.28%2,363CommonSOLE
038222105AMATAPPLIED MATLS INC$508,9560.28%704CommonSOLE
64828T201RITMRITHM CAPITAL CORP$499,9800.28%53,246CommonSOLE
478160104JNJJOHNSON & JOHNSON$499,0930.28%1,965CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$491,3310.27%355CommonSOLE
68389X105ORCLORACLE CORP$486,3370.27%3,319CommonSOLE
918284100VSECVSE CORP$480,8290.27%2,104CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$464,4400.26%1,652CommonSOLE
46090E103QQQINVESCO QQQ TR$462,8240.26%628CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$461,7130.25%7,735CommonSOLE
09260D107BXBLACKSTONE INC$457,5540.25%3,888CommonSOLE
G29183103ETNEATON CORP PLC$455,3020.25%1,068CommonSOLE
744320102PRUPRUDENTIAL FINL INC$428,5430.24%3,971CommonSOLE
00187Y100APGAPI GROUP CORP$424,9400.23%10,034CommonSOLE
00287Y109ABBVABBVIE INC$420,1130.23%1,670CommonSOLE
969457100WMBWILLIAMS COS INC$408,4980.23%5,495CommonSOLE
464287796IYEISHARES TR$393,8730.22%6,960CommonSOLE
464287804IJRISHARES TR$390,5350.22%2,633CommonSOLE
747525103QCOMQUALCOMM INC$389,0260.21%2,105CommonSOLE
86333M108LRNSTRIDE INC$388,7700.21%4,508CommonSOLE
464287507IJHISHARES TR$388,5330.21%5,039CommonSOLE
58155Q103MCKMCKESSON CORP$375,0390.21%496CommonSOLE
149123101CATCATERPILLAR INC$369,4520.20%347CommonSOLE
864482104SPHSUBURBAN PROPANE PARTNERS L$366,3360.20%21,423CommonSOLE
46434G103IEMGISHARES INC$366,1670.20%4,420CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$363,8940.20%3,119CommonSOLE
464287309IVWISHARES TR$354,0460.20%2,574CommonSOLE
88579Y101MMM3M CO$352,5190.19%2,177CommonSOLE
46090A697RSPAINVESCO ACTIVELY MANAGED EXC$350,1890.19%6,564CommonSOLE
74762E102QUREQUANTA SVCS INC$346,4000.19%481CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$336,0710.19%2,655CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$334,5280.18%4,122CommonSOLE
09290D101BLKBLACKROCK INC$318,2570.18%331CommonSOLE
464287630IWNISHARES TR$316,3960.17%1,430CommonSOLE
00724F101ADBEADOBE INC$293,3840.16%1,431CommonSOLE
464287648IWOISHARES TR$286,6600.16%728CommonSOLE
291011104EMREMERSON ELEC CO$284,9750.16%1,991CommonSOLE
29444U700EQIXEQUINIX INC$282,8350.16%271CommonSOLE
464288588MBBISHARES TR$281,2250.16%2,975CommonSOLE
770700102HOODROBINHOOD MKTS INC$280,3830.15%2,796CommonSOLE
04010L103ARCCARES CAPITAL CORP$280,1760.15%15,120CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$278,9530.15%1,179CommonSOLE
05464C101AXONAXON ENTERPRISE INC$278,6230.15%497CommonSOLE
718172109PMPHILIP MORRIS INTL INC$277,2330.15%1,532CommonSOLE
921909768VXUSVANGUARD STAR FDS$277,2250.15%3,243CommonSOLE
767204100RIORIO TINTO PLC$274,2660.15%2,889CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$271,4500.15%4,664CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$257,1130.14%560CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$256,3380.14%948CommonSOLE
94106L109WMWASTE MGMT INC DEL$255,9790.14%1,149CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$254,5370.14%4,507CommonSOLE
580135101MCDMCDONALDS CORP$250,9030.14%928CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$247,7890.14%2,476CommonSOLE
548661107LOWLOWES COS INC$244,2700.13%1,108CommonSOLE
464288414MUBISHARES TR$244,1020.13%2,268CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$241,2060.13%473CommonSOLE
464288646IGSBISHARES TR$239,0050.13%4,560CommonSOLE
032654105ADIANALOG DEVICES INC$236,8000.13%596CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$233,3710.13%1,826CommonSOLE
056525108BMIBADGER METER INC$231,9260.13%1,563CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$231,6210.13%1,693CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$229,1290.13%2,483CommonSOLE
64110L106NFLXNETFLIX INC.$227,2660.13%3,183CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$224,4180.12%3,110CommonSOLE
460146103IPINTERNATIONAL PAPER CO$222,1540.12%5,831CommonSOLE
345370860FFORD MTR CO$220,7850.12%15,884CommonSOLE
58933Y105MRKMERCK & CO INC$220,1130.12%1,713CommonSOLE
064058100BKBANK OF NY MELLON CORP$217,2890.12%1,503CommonSOLE
833445109SNOWSNOWFLAKE INC$215,5620.12%847CommonSOLE
780087102RYROYAL BK CDA$215,4360.12%1,041CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$215,1380.12%5,849CommonSOLE
922908751VBVANGUARD INDEX FDS$209,8460.12%692CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$208,9950.12%3,970CommonSOLE
097023105BABOEING CO$208,8940.12%965CommonSOLE
025816109AXPAMERICAN EXPRESS CO$205,5330.11%608CommonSOLE
713448108PEPPEPSICO INC$205,5240.11%1,518CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$204,3600.11%1,019CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$203,7770.11%2,466CommonSOLE
464288687PFFISHARES TR$201,0510.11%6,594CommonSOLE
65339F101NEENEXTERA ENERGY INC$200,2670.11%2,282CommonSOLE
128117108CHICALAMOS CONV OPPORTUNITIES &$175,5320.10%13,060CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$127,7100.07%13,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.