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Portfolio (Quarterly) Guide ↗

Clearwave Capital, LLC

· CIK 0002111821
13F Portfolio $181M AUM 166 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 75 Added 26 Reduced 3 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FELC FIDELITY COVINGTON TRUST 183,123.0 $7.7M 4.23% -1K -0.7% $41.91 +4.4%
2 PULS PGIM ETF TR 131,973.0 $6.5M 3.60% -24K -15.4% $49.55 +0.3%
3 FDVV FIDELITY COVINGTON TRUST 72,472.0 $4.4M 2.41% -2K -2.9% $60.29 +4.9%
4 FBCG FIDELITY COVINGTON TRUST 52,145.0 $3.2M 1.78% -623.0 -1.2% $62.11 -0.5%
5 IWD ISHARES TR 8,881.0 $2.2M 1.19% -424.0 -4.6% $242.44 +6.6%
6 VEA VANGUARD TAX-MANAGED FDS 23,187.0 $1.7M 0.91% -188.0 -0.8% $71.25 +2.5%
7 VTV VANGUARD INDEX FDS 6,981.0 $1.5M 0.84% -586.0 -7.7% $217.93 +3.4%
8 IWS ISHARES TR 9,136.0 $1.5M 0.83% -582.0 -6.0% $164.60 +3.7%
9 VOO VANGUARD INDEX FDS 2,107.0 $1.4M 0.80% -888.0 -29.6% $686.68 +3.0%
10 GS GOLDMAN SACHS GROUP INC Financial Services 952.0 $963K 0.53% -13.0 -1.4% $1011.25 +2.2%
11 IEFA ISHARES TR 9,451.0 $913K 0.50% -2K -19.6% $96.58 +4.0%
12 CGSD CAPITAL GRP FIXED INCM ETF T 32,834.0 $845K 0.47% -5K -12.3% $25.73 -0.1%
13 AGG ISHARES TR 6,701.0 $663K 0.37% -3K -28.1% $98.99 -1.5%
14 HD HOME DEPOT INC Consumer Cyclical 1,746.0 $616K 0.34% -240.0 -12.1% $352.71 -6.4%
15 CGMS CAPITAL GRP FIXED INCM ETF T 22,015.0 $602K 0.33% -2K -10.1% $27.33 -0.6%
16 CGCB CAPITAL GRP FIXED INCM ETF T 21,570.0 $565K 0.31% -1K -5.3% $26.18 -1.2%
17 ABBV ABBVIE INC Healthcare 1,670.0 $420K 0.23% -117.0 -6.5% $251.56 +1.6%
18 IJR ISHARES TR 2,633.0 $391K 0.21% -520.0 -16.5% $148.32 -1.8%
19 IJH ISHARES TR 5,039.0 $389K 0.21% -536.0 -9.6% $77.11 -1.7%
20 IEMG ISHARES INC 4,420.0 $366K 0.20% -1K -20.0% $82.84 -1.2%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Communication Services 10.6%
Industrials 9.3%
Financial Services 8.8%
Consumer Cyclical 7.5%
Consumer Defensive 5.0%
Utilities 4.0%
Healthcare 3.7%
Energy 2.8%
Real Estate 0.7%