Clearwave Capital, LLC holds a diversified book of 166 stocks worth $181.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Fidelity Enh LRG Cap Cor ETF. Their largest long position is Fidelity Enh LRG Cap Cor ETF at 4% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+26.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111821/holdings"
Use Arkolith to show Clearwave Capital, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Clearwave Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust ENHANCED LARGE | $7.7M | 183.1K | 4.2% | ▼−0.7% Reduced · −1K sh | |
| 2 | Alphabet Inc CAP STK CL A | $7.2M | 20.0K | 3.9% | ▲+1.7% Added · +335 sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $6.5M | 143.8K | 3.6% | ▲+13% Added · +16K sh | |
| 4 | Pgim ETF TR PGIM ULTRA SH BD | $6.5M | 132.0K | 3.6% | ▼−15% Reduced · −24K sh | |
| 5 | Broadcom Inc COM | $6.3M | 16.7K | 3.5% | ▲+23% Added · +3K sh | |
| 6 | Nvidia Corporation COM | $5.5M | 27.6K | 3.0% | ▲+8.8% Added · +2K sh | |
| 7 | Corning Inc COM | $5.2M | 20.4K | 2.9% | ▲+4.3% Added · +843 sh | |
| 8 | Apple Inc COM | $5.1M | 17.6K | 2.8% | ▲+2.3% Added · +388 sh | |
| 9 | Amazon Com Inc COM | $5.0M | 21.1K | 2.8% | ▲+4.1% Added · +832 sh | |
| 10 | Microsoft Corp COM | $4.8M | 12.7K | 2.6% | ▲+2.0% Added · +253 sh | |
| 11 | Fidelity Covington Trust HIGH DIVID ETF | $4.4M | 72.5K | 2.4% | ▼−2.9% Reduced · −2K sh | |
| 12 | Fidelity Covington Trust ENHANCED INTL | $4.3M | 106.4K | 2.4% | ▲+24% Added · +20K sh | |
| 13 | Ishares TR MSCI INTL QUALTY | $4.1M | 82.9K | 2.3% | ▲+25% Added · +16K sh | |
| 14 | Micron Technology Inc COM | $3.9M | 3.3K | 2.1% | ▲+5.0% Added · +158 sh | |
| 15 | Arista Networks Inc COM SHS | $3.8M | 22.3K | 2.1% | ▲+7.3% Added · +2K sh | |
| 16 | Fidelity Covington Trust ENHANCED SML CAP | $3.5M | 73.1K | 1.9% | ▲+7.0% Added · +5K sh | |
| 17 | Fidelity Covington Trust BLUE CHIP GRWTH | $3.2M | 52.1K | 1.8% | ▼−1.2% Reduced · −623 sh | |
| 18 | Fidelity Covington Trust ENH MID COR ETF | $3.0M | 74.6K | 1.7% | ▲+18% Added · +11K sh | |
| 19 | Advanced Micro Devices Inc COM | $3.0M | 5.2K | 1.7% | —Held | |
| 20 | Meta Platforms Inc CL A | $2.8M | 4.9K | 1.5% | ▲+17% Added · +717 sh | |
| 21 | Ishares TR RUS 1000 GRW ETF | $2.3M | 18.3K | 1.3% | ▲+300% Added · +14K sh | |
| 22 | Ishares TR RUS 1000 VAL ETF | $2.2M | 8.9K | 1.2% | ▼−4.5% Reduced · −424 sh | |
| 23 | Costco Wholesale Corporation COM | $1.9M | 2.1K | 1.1% | ▲+3.1% Added · +63 sh | |
| 24 | Deere & Co COM | $1.9M | 3.0K | 1.1% | ▲+8.2% Added · +230 sh | |
| 25 | Alphabet Inc CAP STK CL C | $1.8M | 5.1K | 1.0% | ▲+0.1% Added · +3 sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.2K | 0.9% | ▼−0.8% Reduced · −188 sh | |
| 27 | Fidelity Merrimack STR TR LTD TRM BD ETF | $1.6M | 32.2K | 0.9% | ▲+11% Added · +3K sh | |
| 28 | Walmart Inc COM | $1.6M | 14.1K | 0.9% | ▲+2.0% Added · +283 sh | |
| 29 | Vanguard Index FDS VALUE ETF | $1.5M | 7.0K | 0.8% | ▼−7.7% Reduced · −586 sh | |
| 30 | Ishares TR RUS MDCP VAL ETF | $1.5M | 9.1K | 0.8% | ▼−6.0% Reduced · −582 sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.1K | 0.8% | ▼−30% Reduced · −888 sh | |
| 32 | Ge Aerospace COM NEW | $1.3M | 3.5K | 0.7% | ▲+19% Added · +563 sh | |
| 33 | Edison Intl COM | $1.3M | 17.5K | 0.7% | ▲+0.8% Added · +135 sh | |
| 34 | Enbridge Inc COM | $1.2M | 22.0K | 0.7% | ▲+0.9% Added · +204 sh | |
| 35 | Palo Alto Networks Inc COM | $1.1M | 3.3K | 0.6% | ▲+17% Added · +479 sh | |
| 36 | JPMorgan Chase & Co COM | $1.1M | 3.3K | 0.6% | ▲+24% Added · +640 sh | |
| 37 | Visa Inc COM CL A | $1.0M | 3.0K | 0.6% | ▲+13% Added · +351 sh | |
| 38 | Ishares TR US AER DEF ETF | $1.0M | 4.2K | 0.6% | ▲~0% Added · +2 sh | |
| 39 | Crowdstrike Hldgs Inc CL A | $994K | 1.3K | 0.5% | —Held | |
| 40 | Ishares TR RUS MD CP GR ETF | $980K | 6.7K | 0.5% | ▲+0.1% Added · +7 sh | |
| 41 | Goldman Sachs Group Inc COM | $963K | 952 | 0.5% | ▼−1.3% Reduced · −13 sh | |
| 42 | Amgen Inc COM | $915K | 2.5K | 0.5% | ▲+7.2% Added · +170 sh | |
| 43 | Ishares TR CORE MSCI EAFE | $913K | 9.5K | 0.5% | ▼−20% Reduced · −2K sh | |
| 44 | Vanguard Index FDS GROWTH ETF | $900K | 10.5K | 0.5% | ▲+464% Added · +9K sh | |
| 45 | Coreweave Inc COM CL A | $895K | 9.0K | 0.5% | —Held | |
| 46 | Marvell Technology Inc COM | $878K | 2.9K | 0.5% | ▲~0% Added · +1 sh | |
| 47 | Ge Vernova Inc COM | $851K | 725 | 0.5% | ▲+39% Added · +202 sh | |
| 48 | Capital Grp Fixed Incm ETF T SHORT DURATION | $845K | 32.8K | 0.5% | ▼−12% Reduced · −5K sh | |
| 49 | Capital Group Dividend Value SHS CREAT UNIT | $829K | 16.8K | 0.5% | ▲+4.3% Added · +692 sh | |
| 50 | Chevron Corporation COM | $823K | 5.0K | 0.5% | ▲+10% Added · +463 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.