§ 13F · FUND PROFILE
Clearwave Capital, LLC.
AUM · $181M (13F)Positions · 166Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FELC | FIDELITY COVINGTON TRUST | 183K | $8M | 4.2% | −1% |
| 2 | GOOGL | ALPHABET INC | 20K | $7M | 3.9% | +2% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 144K | $7M | 3.6% | +13% |
| 4 | PULS | PGIM ETF TR | 132K | $7M | 3.6% | −15% |
| 5 | AVGO | BROADCOM INC | 17K | $6M | 3.5% | +23% |
| 6 | NVDA | NVIDIA CORPORATION | 28K | $6M | 3.0% | +9% |
| 7 | GLW | CORNING INC | 20K | $5M | 2.9% | +4% |
| 8 | AAPL | APPLE INC | 18K | $5M | 2.8% | +2% |
| 9 | AMZN | AMAZON COM INC | 21K | $5M | 2.8% | +4% |
| 10 | MSFT | MICROSOFT CORP | 13K | $5M | 2.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEARWAVE SIGNAL
AC read
Clearwave Capital, LLC is a institutional fund managing $181 million in assets. The fund runs a portfolio of 166 positions.
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