Clearwave Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 2, 2026), Clearwave Capital, LLC reported 138 stock positions worth $135.4 million. Its top holding was Pgim Ultra Short Bond ETF (PULS) at 5.1% of the portfolio, followed by Fidelity Enh LRG Cap Cor ETF (FELC, 4.7%) and Alphabet Class A (GOOGL, 4.4%).

Most Recent 13F
Q2 2026
Location
UPLAND, CA
CIK
0002111821
Portfolio Value
$135.4M (Q4 2025)
SEC Filing
0001214659-26-002649 ↗ filed Mar 2, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $135.4M $135.4M Q4 2025 Q1 2026: $146.3M Q1 2026 Q2 2026: $181.4M Q2 2026

Holdings 138 stocks · $135.4M

PULS Pgim Ultra Short Bond ETF 5.06% 138,163 $6.9M —
FELC Fidelity Enh LRG Cap Cor ETF 4.66% 165,269 $6.3M —
GOOGL Alphabet Inc. Class A 4.38% 18,940 $5.9M —
FBND Fidelity Total Bond ETF 3.91% 115,144 $5.3M —
NVDA Nvidia Corp. 3.39% 24,583 $4.6M —
AAPL Apple Inc. 3.35% 16,712 $4.5M —
AVGO Broadcom Inc. 3.23% 12,649 $4.4M —
AMZN Amazon.com Inc. 3.03% 17,777 $4.1M —
FDVV Fidelity High Dividend ETF 2.97% 70,877 $4.0M —
FBCG Fidelity Blue Chip Grow ETF 1.96% 48,484 $2.7M —
ANET Arista Networks Inc. 1.89% 19,512 $2.6M —
MSFT Microsoft Corp. 1.83% 5,119 $2.5M —
FENI Fidelity Enhanced Intl ETF 1.82% 67,538 $2.5M —
META Meta Platforms Inc. Class A 1.81% 3,722 $2.5M —
IQLT iShares MSCI International Q 1.72% 51,332 $2.3M —
FESM Fidelity Enhanced Small Cap 1.71% 61,355 $2.3M —
IWF iShares Russell 1000 Growth 1.60% 4,589 $2.2M —
IWD iShares Russell 1000 Value E 1.44% 9,282 $2.0M —
VOO Vanguard S&P 500 ETF 1.39% 2,996 $1.9M —
FMDE Fidelity Enhanced Mid Cap Co. 1.38% 51,309 $1.9M —
COST Costco Wholesale Corp. 1.25% 1,962 $1.7M —
GLW Corning Inc. 1.22% 18,866 $1.7M —
GOOG Alphabet Inc. Class C 1.18% 5,074 $1.6M —
WMT Walmart Inc. 1.11% 13,494 $1.5M —
VTV Vanguard Mrngstr Val ETF-Aui 1.07% 7,561 $1.4M —
IWS iShares Russell Mid-Cap Valu 0.99% 9,531 $1.3M —
VEA Vanguard Ftse Developed ETF 0.99% 21,512 $1.3M —
FLTB Fidelity Ltd. TRM BND ETF 0.98% 26,084 $1.3M —
DE Deere & Co. 0.92% 2,665 $1.2M —
IEFA iShares Core MSCI Eafe ETF 0.78% 11,755 $1.1M —
ENB Enbridge Inc. 0.77% 21,709 $1.0M —
EIX Edison International 0.76% 17,169 $1.0M —
MU Micron Technology Inc. 0.76% 3,587 $1.0M —
AMD Advanced Micro Devices 0.74% 4,685 $1.0M —
CGSD Cap Group Short Duration 0.71% 37,207 $968K —
AGG iShares Core U.S. Aggregate 0.69% 9,355 $934K —
ITA iShares U.S. Aerospace & Def 0.67% 4,218 $906K —
IWP iShares Russell Mid-Cap Grow 0.66% 6,525 $894K —
VUG Vanguard Mrngstar GR ETF-Sui 0.65% 1,792 $874K —
V Visa Inc. Class A 0.64% 2,455 $861K —
GS Goldman Sachs Group Inc. 0.62% 961 $844K —
GE General Electric filed as GE AEROSPACE 0.62% 2,721 $838K —
AMGN Amgen Inc. 0.54% 2,233 $731K —
CGGR Cap Group Growth Equity 0.53% 16,278 $724K —
TSLA Tesla Inc. 0.53% 1,589 $715K —
JPM JPMorgan Chase & Co. 0.53% 2,208 $712K —
CRDO Credo Technology Group Holdi 0.52% 4,920 $708K —
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.52% 16,138 $704K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.51% 2,392 $694K —
COHR Coherent Corp. 0.51% 3,715 $686K —
HD Home Depot Inc. 0.50% 1,975 $680K —
CGMS Cap Group US Multi-Sect Bond 0.50% 24,291 $671K —
CGCP Cap Group Core Plus Income 0.49% 29,192 $661K —
CVX Chevron Corp. 0.48% 4,238 $646K —
SHOP Shopify Inc. Class A 0.48% 3,998 $644K —
EPD Enterprise Products Partners 0.47% 19,880 $637K —
VZ Verizon Communications Inc. 0.47% 15,515 $632K —
VTI VG Morningstar TS MKT ETF-US 0.46% 1,878 $630K —
CRWD CrowdStrike Holdings Inc. Class A 0.45% 1,302 $610K —
CGCB Cap Group Core Bond 0.44% 22,643 $600K —
DKS Dick's Sporting Goods Inc. 0.43% 2,909 $576K —
JCI Johnson Controls Internation 0.42% 4,763 $570K —
RITM Rithm Capital Corp. 0.42% 51,971 $566K —
JEPI JPMorgan Equity Premium Inco 0.41% 9,745 $558K —
UPS United Parcel Service Class B 0.41% 5,547 $550K —
UNH Unitedhealth Group Inc. 0.40% 1,628 $537K —
CB Chubb Ltd. 0.39% 1,679 $524K —
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.38% 8,948 $520K —
LLY Eli Lilly & Co. 0.38% 481 $517K —
ETR Entergy Corp. 0.38% 5,499 $508K —
MTZ Mastec Inc. 0.36% 2,265 $492K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 1,627 $482K —
SO The Southern Co. 0.35% 5,482 $478K —
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 681 $464K —
PG The Procter & Gamble Co. 0.34% 3,186 $457K —
TXN Texas Instruments Inc. 0.32% 2,478 $430K —
PLTR Palantir Technologies Inc. Class A 0.31% 2,394 $426K —
TFC Truist Financial Corp. 0.31% 8,467 $417K —
ABBV Abbvie Inc. 0.30% 1,782 $407K —
MBB iShares MBS ETF 0.30% 4,248 $405K —
VGSH Vanguard Short-Term Treasury 0.29% 6,772 $398K —
SPH Suburban Propane Partners LP 0.29% 21,350 $396K —
QQQ Invesco QQQ Trust Series 1 0.29% 634 $390K —
CRWV Coreweave Inc. Class A 0.28% 5,387 $386K —
IJR iShares Core S&P Small-Cap E 0.28% 3,149 $378K —
PRU Prudential Financial Inc. 0.28% 3,341 $377K —
VWO Vanguard Ftse Emerging Marke 0.28% 6,998 $376K —
IEMG iShares Core MSCI Emerging 0.27% 5,524 $371K —
IJH iShares Core S&P Midcap ETF 0.27% 5,570 $368K —
IP International Paper Co. 0.27% 9,251 $364K —
DELL Dell Technologies -C 0.27% 2,852 $359K —
VLO Valero Energy Corp. 0.26% 2,186 $356K —
ORCL Oracle Corp. 0.26% 1,784 $348K —
MMM 3M Co. 0.26% 2,161 $346K —
BX Blackstone Inc. 0.25% 2,233 $344K —
GEV GE Vernova Inc. 0.25% 523 $342K —
ETN Eaton Corp. PLC 0.25% 1,063 $339K —
WAB Wabtec Corp. 0.25% 1,583 $338K —
JNJ Johnson & Johnson 0.25% 1,624 $336K —
WMB Williams Cos Inc. 0.24% 5,495 $330K —
IYE iShares U.S. Energy ETF 0.24% 6,924 $329K —
AXON Axon Enterprise Inc. 0.24% 573 $325K —
SPOT Spotify Technology SA 0.24% 560 $325K —
SCHW Schwab (charles) Corp. 0.24% 3,240 $324K —
IVW iShares S&P 500 Growth ETF 0.23% 2,570 $317K —
AIT Applied Industrial Tech Inc. 0.23% 1,229 $316K —
ARCC Ares Capital Corp. 0.23% 15,120 $306K —
XSD SS SPDR S&P Semiconductor 0.23% 950 $306K —
DUK Duke Energy Corp. 0.22% 2,585 $303K —
FBTC Fidelity Wise Origin Bitcoin 0.22% 3,963 $302K —
IGSB iShares 1-5Y Inv Grade Corp. 0.22% 5,557 $294K —
CSCO Cisco Systems Inc. 0.21% 3,732 $287K —
CYBR Cyberark Software Ltd./Israel 0.20% 612 $273K —
BMI Badger Meter Inc. 0.20% 1,555 $271K —
EMR Emerson Electric Co. 0.19% 1,978 $262K —
VIG Vanguard Dividend Apprec ETF 0.19% 1,169 $257K —
MRVL Marvell Technology Inc. 0.18% 2,945 $250K —
QCOM Qualcomm Inc. 0.18% 1,452 $248K —
IWN iShares Russell 2000 Value E 0.18% 1,359 $246K —
PM Philip Morris International 0.18% 1,531 $246K —
URI United Rentals Inc. 0.18% 302 $245K —
VXUS Vanguard Total Intl Stock 0.18% 3,225 $243K —
MUB iShares National Muni Bond E 0.18% 2,238 $240K —
NFLX Netflix Inc. 0.18% 2,548 $239K —
RIO Rio Tinto PLC-Spon ADR 0.17% 2,883 $231K —
PEG Public Service Enterprise GP 0.17% 2,841 $228K —
AXP American Express Co. 0.17% 606 $224K —
IWO iShares Russell 2000 Growth 0.16% 692 $223K —
CCEP Coca-Cola Europacific Partne 0.16% 2,451 $222K —
SFM Sprouts Farmers Market Inc. 0.16% 2,733 $218K —
PANW Palo Alto Networks Inc. 0.16% 1,155 $213K —
EQIX Equinix Inc. 0.15% 269 $206K —
PFF iShares Preferred & Income S 0.15% 6,594 $204K —
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.15% 5,849 $204K —
MELI MercadoLibre Inc. 0.15% 101 $203K —
BA The Boeing Co. 0.15% 930 $202K —
VCIT Vanguard Int-Term Corporate 0.15% 2,410 $202K —
CHI Calamos Convert Opport & Inc. 0.10% 13,060 $137K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$181.4MFELC, GOOGL, FBND, PULS, AVGO
Q1 2026 146$146.3MPULS, FELC, FBND, GOOGL, MSFT
Q4 2025 138$135.4MPULS, FELC, GOOGL, FBND, NVDA