Clearwave Capital, LLC — 13F Holdings & Portfolio

CIK 2111821 · latest 13F-HR filed 2026-04-29

Clearwave Capital, LLC manages $146.3M in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PULS (5.28%), FELC (4.58%), FBND (3.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 13, added to 51, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$146.3M

Long-equity book

Holdings

146

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+21 / −13 / ↑51 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICROSOFT CORP$2.1M +86.8%
  • CORNING INC$1.0M +61.3%
  • PGIM ETF TR$870.4K +12.7%
  • ISHARES TR$738.4K +31.6%
  • FIDELITY COVINGTON TRUST$726.4K +29.4%
Show all 51

Top Trims

  • ISHARES TR-$224.6K -10.3%
  • SHOPIFY INC-$169.3K -26.3%
  • ALPHABET INC-$135.7K -8.5%
  • TESLA INC-$131.0K -18.3%
  • AXON ENTERPRISE INC-$114.4K -35.1%
Show all 22

New Positions

  • CITIGROUP INC$446.2K
  • CARPENTER TECHNOLOGY CORP$421.5K
  • FIRSTCASH HOLDINGS INC$400.1K
  • MONOLITHIC PWR SYS INC$373.9K
  • MCKESSON CORP$370.4K
Show all 21

Exited Positions

  • CREDO TECHNOLOGY GROUP$707.9K
  • COHERENT CORP$685.7K
  • MASTEC INC$492.3K
  • DELL TECHNOLOGIES INC$359.0K
  • WABTEC$337.8K
Show all 13
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PGIM ETF TR PULS 69344A107 $7.7M 5.28% 155,999 SH
2 FIDELITY COVINGTON TRUST FELC 316092113 $6.7M 4.58% 184,494 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $5.8M 3.98% 127,605 SH
4 ALPHABET INC GOOGL 02079K305 $5.7M 3.87% 19,698 SH
5 MICROSOFT CORP MSFT 594918104 $4.6M 3.16% 12,489 SH
6 NVIDIA CORPORATION NVDA 67066G104 $4.4M 3.02% 25,362 SH
7 APPLE INC AAPL 037833100 $4.4M 2.98% 17,186 SH
8 AMAZON COM INC AMZN 023135106 $4.2M 2.89% 20,306 SH
9 BROADCOM INC AVGO 11135F101 $4.2M 2.88% 13,590 SH
10 FIDELITY COVINGTON TRUST FDVV 316092840 $4.1M 2.82% 74,649 SH
11 FIDELITY COVINGTON TRUST FENI 31609A404 $3.2M 2.19% 85,939 SH
12 ISHARES TR IQLT 46434V456 $3.1M 2.10% 66,438 SH
13 CORNING INC GLW 219350105 $2.7M 1.82% 19,602 SH
14 FIDELITY COVINGTON TRUST FBCG 316092352 $2.6M 1.81% 52,768 SH
15 FIDELITY COVINGTON TRUST FESM 31609A206 $2.6M 1.78% 68,321 SH
16 ARISTA NETWORKS INC ANET 040413205 $2.6M 1.74% 20,782 SH
17 META PLATFORMS INC META 30303M102 $2.4M 1.65% 4,227 SH
18 FIDELITY COVINGTON TRUST FMDE 31609A503 $2.3M 1.55% 63,175 SH
19 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.0M 1.38% 2,019 SH
20 ISHARES TR IWD 464287598 $2.0M 1.36% 9,305 SH
21 ISHARES TR IWF 464287614 $1.9M 1.33% 4,567 SH
22 VANGUARD INDEX FDS VOO 922908363 $1.8M 1.22% 2,995 SH
23 WALMART INC WMT 931142103 $1.7M 1.17% 13,767 SH
24 DEERE & CO DE 244199105 $1.6M 1.08% 2,802 SH
25 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.5M 1.02% 23,375 SH
26 VANGUARD INDEX FDS VTV 922908744 $1.5M 1.02% 7,567 SH
27 FIDELITY MERRIMACK STR TR FLTB 316188200 $1.5M 1.00% 29,116 SH
28 ALPHABET INC GOOG 02079K107 $1.5M 1.00% 5,077 SH
29 ISHARES TR IWS 464287473 $1.4M 0.97% 9,718 SH
30 EDISON INTL EIX 281020107 $1.3M 0.87% 17,316 SH
31 ENBRIDGE INC ENB 29250N105 $1.2M 0.81% 21,829 SH
32 MICRON TECHNOLOGY INC MU 595112103 $1.1M 0.74% 3,188 SH
33 ISHARES TR IEFA 46432F842 $1.1M 0.73% 11,755 SH
34 ADVANCED MICRO DEVICES INC AMD 007903107 $1.1M 0.72% 5,185 SH
35 CAPITAL GRP FIXED INCM ETF T CGSD 14020Y409 $965.4K 0.66% 37,435 SH
36 CHEVRON CORPORATION CVX 166764100 $931.5K 0.64% 4,502 SH
37 ISHARES TR AGG 464287226 $924.8K 0.63% 9,316 SH
38 ISHARES TR ITA 464288760 $923.1K 0.63% 4,220 SH
39 ISHARES TR IWP 464287481 $856.6K 0.59% 6,686 SH
40 GE AEROSPACE GE 369604301 $835.2K 0.57% 2,943 SH
41 AMGEN INC AMGN 031162100 $829.7K 0.57% 2,358 SH
42 VERIZON COMMUNICATIONS INC VZ 92343V104 $818.6K 0.56% 16,306 SH
43 GOLDMAN SACHS GROUP INC GS 38141G104 $816.7K 0.56% 965 SH
44 VANGUARD INDEX FDS VUG 922908736 $808.9K 0.55% 1,852 SH
45 VISA INC V 92826C839 $799.5K 0.55% 2,645 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $770.0K 0.53% 2,618 SH
47 ENTERPRISE PRODS PARTNERS L EPD 293792107 $754.0K 0.52% 19,926 SH
48 COREWEAVE INC CRWV 21873S108 $696.2K 0.48% 8,987 SH
49 VANGUARD INDEX FDS VO 922908629 $688.9K 0.47% 2,399 SH
50 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $686.5K 0.47% 16,138 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $146.3M 146 0001214659-26-005232
2025-12-31 2026-03-02 $135.4M 138 0001214659-26-002649