Wavvest Wealth LLC

DOSSIER · 13F-HR · Q3 2026

Wavvest Wealth LLC

$124M in tracked AUM across 98 positions as of Q3 2026.

WW

CIK 0002153571 · last filed Sep 30, 2026

Total AUM

$124M

as of Q3 2026

Holdings

98

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Wavvest Wealth LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

$9M45K7.6%02

IVV

ISHARES CORE S&P 500 ETF

$9M12K7.2%03

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

$6M114K5.0%04

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

$5M104K4.2%05

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$5M130K3.8%06

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$4M63K3.5%07

PVAL

PUTNAM FOCUSED LARGE CAP VALUE ETF

$4M79K3.3%08

SPY

STATE STREET SPDR S&P 500 ETF

$4M5K3.3%09

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF