13F Insight
DOSSIER · 13F-HR · Q1 2026

CLEAR WAVE WEALTH MANAGEMENT LLC

CLEAR WAVE WEALTH's pension fund based in Boston, MA — $463M in tracked AUM across 177 positions as of Q1 2026.

CW
CLEAR WAVE WEALTH·Boston, MA·Pension Fund
CIK 0002113615 · last filed Mar 31, 2026
Total AUM
$463M
▼ 0.6%
vs prior
Holdings
177
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CLEAR WAVE WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$51M78K11.0%
02
78463V907
SPDR GOLD TR
$35M82K7.6%
03
RSP
INVESCO EXCHANGE TRADED FD T
$25M129K5.3%
04
ISTB
ISHARES TR
$20M412K4.3%
05
DGRO
ISHARES TR
$17M237K3.6%
06
46625H900
JPMORGAN CHASE & CO
$15M51K3.2%
07
SHY
ISHARES TR
$15M179K3.2%
08
USMV
ISHARES TR
$14M146K2.9%
09
SPY
STATE STR SPDR S&P 500 ETF T
$13M21K2.9%
10
NVDA
NVIDIA CORPORATION
$13M74K2.8%

Filing history

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