Clearwave Capital, LLC holds a diversified book of 166 stocks worth $181.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clearwave Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $574.3B |
| Royal Bank Of Canada | 80 / 80 | $161.1B |
| Wells Fargo & Company | 80 / 80 | $156.4B |
| UBS Group AG | 80 / 80 | $148.7B |
| Raymond James Financial Inc | 80 / 80 | $112.2B |
| Jones Financial Companies LLLP | 80 / 80 | $84.8B |
| Envestnet Asset Management Inc | 80 / 80 | $78.7B |
| LPL Financial LLC | 80 / 80 | $77.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Clearwave Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.