Clearwave Capital, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Clearwave Capital, LLC reported 146 stock positions worth $146.3 million. Its top holding was Pgim Ultra Short Bond ETF (PULS) at 5.3% of the portfolio, followed by Fidelity Enh LRG Cap Cor ETF (FELC, 4.6%) and Fidelity Total Bond ETF (FBND, 4.0%). Compared with Q4 2025, it opened 21 new positions, sold out of 13, added to 100 and reduced 10. The biggest buy was Microsoft (MSFT, shares +144%) and the biggest sale an exit from Credo Technology Group Holdi (CRDO).

Most Recent 13F
Q2 2026
Location
UPLAND, CA
CIK
0002111821
Portfolio Value
$146.3M (Q1 2026)
SEC Filing
0001214659-26-005232 ↗ filed Apr 29, 2026

Holdings Value

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

Holdings 146 stocks · $146.3M
PULS Pgim Ultra Short Bond ETF 5.28% 155,999 $7.7M Add +12.9%
FELC Fidelity Enh LRG Cap Cor ETF 4.58% 184,494 $6.7M Add +11.6%
FBND Fidelity Total Bond ETF 3.98% 127,605 $5.8M Add +10.8%
GOOGL Alphabet Inc. Class A 3.87% 19,698 $5.7M Add +4.0%
MSFT Microsoft Corp. 3.16% 12,489 $4.6M Add +144.0%
NVDA Nvidia Corp. 3.02% 25,362 $4.4M Add +3.2%
AAPL Apple Inc. 2.98% 17,186 $4.4M Add +2.8%
AMZN Amazon.com Inc. 2.89% 20,306 $4.2M Add +14.2%
AVGO Broadcom Inc. 2.88% 13,590 $4.2M Add +7.4%
FDVV Fidelity High Dividend ETF 2.82% 74,649 $4.1M Add +5.3%
FENI Fidelity Enhanced Intl ETF 2.19% 85,939 $3.2M Add +27.3%
IQLT iShares MSCI International Q 2.10% 66,438 $3.1M Add +29.4%
GLW Corning Inc. 1.82% 19,602 $2.7M Add +3.9%
FBCG Fidelity Blue Chip Grow ETF 1.81% 52,768 $2.6M Add +8.8%
FESM Fidelity Enhanced Small Cap 1.77% 68,321 $2.6M Add +11.3%
ANET Arista Networks Inc. 1.74% 20,782 $2.6M Add +6.5%
META Meta Platforms Inc. Class A 1.65% 4,227 $2.4M Add +13.6%
FMDE Fidelity Enhanced Mid Cap Co. 1.55% 63,175 $2.3M Add +23.1%
COST Costco Wholesale Corp. 1.38% 2,019 $2.0M Add +2.9%
IWD iShares Russell 1000 Value E 1.36% 9,305 $2.0M Add +0.3%
IWF iShares Russell 1000 Growth 1.33% 4,567 $1.9M Reduce -0.5%
VOO Vanguard S&P 500 ETF 1.22% 2,995 $1.8M Reduce -0.0%
WMT Walmart Inc. 1.17% 13,767 $1.7M Add +2.0%
DE Deere & Co. 1.08% 2,802 $1.6M Add +5.1%
VEA Vanguard Ftse Developed ETF 1.02% 23,375 $1.5M Add +8.7%
VTV Vanguard Mrngstr Val ETF-Aui 1.02% 7,567 $1.5M Add +0.1%
FLTB Fidelity Ltd. TRM BND ETF 1.00% 29,116 $1.5M Add +11.6%
GOOG Alphabet Inc. Class C 1.00% 5,077 $1.5M Add +0.1%
IWS iShares Russell Mid-Cap Valu 0.97% 9,718 $1.4M Add +2.0%
EIX Edison International 0.87% 17,316 $1.3M Add +0.9%
ENB Enbridge Inc. 0.81% 21,829 $1.2M Add +0.6%
MU Micron Technology Inc. 0.74% 3,188 $1.1M Reduce -11.1%
IEFA iShares Core MSCI Eafe ETF 0.73% 11,755 $1.1M No change
AMD Advanced Micro Devices 0.72% 5,185 $1.1M Add +10.7%
CGSD Cap Group Short Duration 0.66% 37,435 $965K Add +0.6%
CVX Chevron Corp. 0.64% 4,502 $932K Add +6.2%
AGG iShares Core U.S. Aggregate 0.63% 9,316 $925K Reduce -0.4%
ITA iShares U.S. Aerospace & Def 0.63% 4,220 $923K Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.59% 6,686 $857K Add +2.5%
GE General Electric filed as GE AEROSPACE 0.57% 2,943 $835K Add +8.2%
AMGN Amgen Inc. 0.57% 2,358 $830K Add +5.6%
VZ Verizon Communications Inc. 0.56% 16,306 $819K Add +5.1%
GS Goldman Sachs Group Inc. 0.56% 965 $817K Add +0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.55% 1,852 $809K Add +3.4%
V Visa Inc. Class A 0.55% 2,645 $800K Add +7.7%
JPM JPMorgan Chase & Co. 0.53% 2,618 $770K Add +18.6%
EPD Enterprise Products Partners 0.52% 19,926 $754K Add +0.2%
CRWV Coreweave Inc. Class A 0.48% 8,987 $696K Add +66.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.47% 2,399 $689K Add +0.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.47% 16,138 $687K No change
CGMS Cap Group US Multi-Sect Bond 0.46% 24,490 $667K Add +0.8%
CGCP Cap Group Core Plus Income 0.45% 29,400 $657K Add +0.7%
CGGR Cap Group Growth Equity 0.45% 16,278 $654K No change
HD Home Depot Inc. 0.45% 1,986 $653K Add +0.6%
JCI Johnson Controls Internation 0.43% 4,774 $625K Add +0.2%
ETR Entergy Corp. 0.42% 5,522 $620K Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.41% 1,884 $604K Add +0.3%
CGCB Cap Group Core Bond 0.41% 22,775 $598K Add +0.6%
TSLA Tesla Inc. 0.40% 1,570 $584K Reduce -1.2%
DKS Dick's Sporting Goods Inc. 0.39% 2,909 $577K No change
JEPI JPMorgan Equity Premium Inco 0.38% 9,806 $556K Add +0.6%
CB Chubb Ltd. 0.38% 1,685 $549K Add +0.4%
UPS United Parcel Service Class B 0.37% 5,543 $545K Reduce -0.1%
VLO Valero Energy Corp. 0.37% 2,187 $540K Add +0.1%
SO The Southern Co. 0.36% 5,460 $527K Reduce -0.4%
LLY Eli Lilly & Co. 0.35% 563 $517K Add +17.1%
CRWD CrowdStrike Holdings Inc. Class A 0.35% 1,302 $508K No change
PG The Procter & Gamble Co. 0.34% 3,453 $499K Add +8.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.34% 8,948 $497K No change
RITM Rithm Capital Corp. 0.34% 52,336 $496K Add +0.7%
TXN Texas Instruments Inc. 0.33% 2,487 $483K Add +0.4%
SHOP Shopify Inc. Class A 0.32% 3,998 $474K No change
GEV GE Vernova Inc. 0.31% 523 $457K No change
PANW Palo Alto Networks Inc. 0.31% 2,847 $456K Add +146.5%
IYE iShares U.S. Energy ETF 0.31% 6,941 $450K Add +0.3%
C Citigroup Inc. 0.30% 3,934 $446K New
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 683 $444K Add +0.3%
UNH Unitedhealth Group Inc. 0.30% 1,639 $444K Add +0.7%
JNJ Johnson & Johnson 0.29% 1,752 $428K Add +7.9%
TFC Truist Financial Corp. 0.29% 9,235 $425K Add +9.1%
CRS Carpenter Technology 0.29% 1,069 $422K New
SPH Suburban Propane Partners LP 0.29% 21,386 $421K Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.29% 7,727 $418K Add +10.4%
MBB iShares MBS ETF 0.28% 4,269 $405K Add +0.5%
PLTR Palantir Technologies Inc. Class A 0.28% 2,769 $405K Add +15.7%
FCFS Firstcash Holdings Inc. 0.27% 2,128 $400K New
WMB Williams Cos Inc. 0.27% 5,495 $400K No change
VGSH Vanguard Short-Term Treasury 0.27% 6,799 $398K Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 1,630 $395K Add +0.2%
IJR iShares Core S&P Small-Cap E 0.27% 3,153 $392K Add +0.1%
ABBV Abbvie Inc. 0.27% 1,787 $389K Add +0.3%
ORCL Oracle Corp. 0.26% 2,629 $387K Add +47.4%
IEMG iShares Core MSCI Emerging 0.26% 5,524 $385K No change
ETN Eaton Corp. PLC 0.26% 1,066 $381K Add +0.3%
IJH iShares Core S&P Midcap ETF 0.26% 5,575 $376K Add +0.1%
SCHW Schwab (charles) Corp. 0.26% 3,984 $374K Add +23.0%
MPWR Monolithic Power Systems Inc. 0.26% 342 $374K New
MCK McKesson Corp. 0.25% 428 $370K New
BX Blackstone Inc. 0.25% 3,202 $368K Add +43.4%
QQQ Invesco QQQ Trust Series 1 0.25% 627 $362K Reduce -1.1%
APG Api Group Corp. 0.24% 8,698 $352K New
LRN Stride Inc. 0.24% 3,960 $349K New
DUK Duke Energy Corp. 0.23% 2,602 $341K Add +0.7%
IP International Paper Co. 0.23% 9,321 $333K Add +0.8%
PRU Prudential Financial Inc. 0.22% 3,359 $328K Add +0.5%
CSCO Cisco Systems Inc. 0.22% 4,193 $325K Add +12.3%
VSEC Vse Corp. 0.22% 1,745 $322K New
LYB Lyondellbasell Indu Class A 0.22% 3,949 $318K New
AMKR Amkor Technology Inc. 0.22% 7,008 $316K New
MMM 3M Co. 0.22% 2,169 $315K Add +0.4%
XSD SS SPDR S&P Semiconductor 0.21% 951 $310K Add +0.1%
NFLX Netflix Inc. 0.21% 3,183 $306K Add +24.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.20% 5,586 $294K Add +0.5%
MRVL Marvell Technology Inc. 0.20% 2,947 $292K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.20% 2,572 $291K Add +0.1%
URI United Rentals Inc. 0.20% 399 $291K Add +32.1%
ADBE Adobe Inc. 0.19% 1,154 $281K New
PEG Public Service Enterprise GP 0.19% 3,381 $274K Add +19.0%
ARCC Ares Capital Corp. 0.19% 15,120 $272K No change
SPOT Spotify Technology SA 0.19% 560 $272K No change
IWN iShares Russell 2000 Value E 0.18% 1,426 $270K Add +4.9%
RIO Rio Tinto PLC-Spon ADR 0.18% 2,883 $269K No change
STX Seagate Technology Holdings 0.18% 683 $268K New
EQIX Equinix Inc. 0.18% 270 $265K Add +0.4%
EMR Emerson Electric Co. 0.18% 1,984 $260K Add +0.3%
PM Philip Morris International 0.17% 1,532 $253K Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.17% 1,174 $252K Add +0.4%
VXUS Vanguard Total Intl Stock 0.17% 3,228 $249K Add +0.1%
CAT Caterpillar Inc. 0.17% 346 $245K New
MUB iShares National Muni Bond E 0.16% 2,250 $239K Add +0.5%
BMI Badger Meter Inc. 0.16% 1,559 $237K Add +0.3%
XOM Exxon Mobil Corp. 0.16% 1,381 $234K New
LMT Lockheed Martin Corp. 0.16% 386 $234K New
QCOM Qualcomm Inc. 0.16% 1,801 $232K Add +24.0%
IWO iShares Russell 2000 Growth 0.16% 727 $228K Add +5.1%
FBTC Fidelity Wise Origin Bitcoin 0.16% 3,864 $228K Reduce -2.5%
CCEP Coca-Cola Europacific Partne 0.15% 2,451 $222K No change
KLAC KLA Corp. 0.15% 150 $221K New
MCD McDonald's Corp. 0.15% 699 $217K New
AEP American Electric Power 0.15% 1,649 $216K New
AXON Axon Enterprise Inc. 0.14% 497 $211K Reduce -13.3%
NEE Nextera Energy Inc. 0.14% 2,271 $211K New
VCIT Vanguard Int-Term Corporate 0.14% 2,422 $200K Add +0.5%
VONG Vanguard Russell 1000 Growth 0.14% 1,824 $200K New
CHI Calamos Convert Opport & Inc. 0.10% 13,060 $140K No change
LWLG Lightwave Logic Inc. 0.06% 13,500 $95K New

Portfolio Sells Q4 2025 → Q1 2026
CRDO Credo Technology Group Holdi Sold out 0.00% −0.52
COHR Coherent Corp. Sold out 0.00% −0.51
MTZ Mastec Inc. Sold out 0.00% −0.36
IWF iShares Russell 1000 Growth Reduce -0.5% 1.33% −0.27
DELL Dell Technologies -C Sold out 0.00% −0.27
WAB Wabtec Corp. Sold out 0.00% −0.25
AIT Applied Industrial Tech Inc. Sold out 0.00% −0.23
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.20
AXP American Express Co. Sold out 0.00% −0.17
VOO Vanguard S&P 500 ETF Reduce -0.0% 1.22% −0.16
SFM Sprouts Farmers Market Inc. Sold out 0.00% −0.16
PFF iShares Preferred & Income S Sold out 0.00% −0.15
CGIE Cap Group Intl Equity Sold out 0.00% −0.15
MELI MercadoLibre Inc. Sold out 0.00% −0.15
BA The Boeing Co. Sold out 0.00% −0.15
TSLA Tesla Inc. Reduce -1.2% 0.40% −0.13
AXON Axon Enterprise Inc. Reduce -13.3% 0.14% −0.10
FBTC Fidelity Wise Origin Bitcoin Reduce -2.5% 0.16% −0.07
AGG iShares Core U.S. Aggregate Reduce -0.4% 0.63% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 0.25% −0.04
UPS United Parcel Service Class B Reduce -0.1% 0.37% −0.03
MU Micron Technology Inc. Reduce -11.1% 0.74% −0.02
SO The Southern Co. Reduce -0.4% 0.36% +0.01

Portfolio Buys Q4 2025 → Q1 2026
MSFT Microsoft Corp. Add +144.0% 3.16% +1.33
GLW Corning Inc. Add +3.9% 1.82% +0.60
IQLT iShares MSCI International Q Add +29.4% 2.10% +0.38
FENI Fidelity Enhanced Intl ETF Add +27.3% 2.19% +0.36
C Citigroup Inc. New 0.30% +0.30
CRS Carpenter Technology New 0.29% +0.29
FCFS Firstcash Holdings Inc. New 0.27% +0.27
MPWR Monolithic Power Systems Inc. New 0.26% +0.26
MCK McKesson Corp. New 0.25% +0.25
APG Api Group Corp. New 0.24% +0.24
LRN Stride Inc. New 0.24% +0.24
PULS Pgim Ultra Short Bond ETF Add +12.9% 5.28% +0.22
VSEC Vse Corp. New 0.22% +0.22
LYB Lyondellbasell Indu Class A New 0.22% +0.22
AMKR Amkor Technology Inc. New 0.22% +0.22
ADBE Adobe Inc. New 0.19% +0.19
CRWV Coreweave Inc. Class A Add +66.8% 0.48% +0.19
STX Seagate Technology Holdings New 0.18% +0.18
FMDE Fidelity Enhanced Mid Cap Co. Add +23.1% 1.55% +0.17
CAT Caterpillar Inc. New 0.17% +0.17
DE Deere & Co. Add +5.1% 1.08% +0.16
XOM Exxon Mobil Corp. New 0.16% +0.16
CVX Chevron Corp. Add +6.2% 0.64% +0.16
LMT Lockheed Martin Corp. New 0.16% +0.16
PANW Palo Alto Networks Inc. Add +146.5% 0.31% +0.15
KLAC KLA Corp. New 0.15% +0.15
MCD McDonald's Corp. New 0.15% +0.15
AEP American Electric Power New 0.15% +0.15
NEE Nextera Energy Inc. New 0.14% +0.14
VONG Vanguard Russell 1000 Growth New 0.14% +0.14
COST Costco Wholesale Corp. Add +2.9% 1.38% +0.13
VLO Valero Energy Corp. Add +0.1% 0.37% +0.11
EIX Edison International Add +0.9% 0.87% +0.11
VZ Verizon Communications Inc. Add +5.1% 0.56% +0.09
FBND Fidelity Total Bond ETF Add +10.8% 3.98% +0.07
LWLG Lightwave Logic Inc. New 0.06% +0.06
IYE iShares U.S. Energy ETF Add +0.3% 0.31% +0.06
FESM Fidelity Enhanced Small Cap Add +11.3% 1.77% +0.06
WMT Walmart Inc. Add +2.0% 1.17% +0.06
ETR Entergy Corp. Add +0.4% 0.42% +0.05
EPD Enterprise Products Partners Add +0.2% 0.52% +0.04
JNJ Johnson & Johnson Add +7.9% 0.29% +0.04
ENB Enbridge Inc. Add +0.6% 0.81% +0.04
NFLX Netflix Inc. Add +24.9% 0.21% +0.03
VEA Vanguard Ftse Developed ETF Add +8.7% 1.02% +0.03
EQIX Equinix Inc. Add +0.4% 0.18% +0.03
AMGN Amgen Inc. Add +5.6% 0.57% +0.03
FLTB Fidelity Ltd. TRM BND ETF Add +11.6% 1.00% +0.03
PEG Public Service Enterprise GP Add +19.0% 0.19% +0.02
URI United Rentals Inc. Add +32.1% 0.20% +0.02

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