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Home > Institutional Investor > Clear Wave Wealth Management Llc > Profile

Instuitional Investor - Clear Wave Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Clear Wave Wealth Management Llc
Portfolio Value $462,725,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,825 $50,835,965 10.99%
2.
Spdr Gold TrustPUT
 GLD 81,600 $35,111,664 7.59%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 128,507 $24,662,983 5.33%
4.
Ishares Trust
 HYG 412,078 $19,969,296 4.32%
5.
Ishares Tr
 236,935 $16,628,072 3.59%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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