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Clearwave Capital, LLC 13F Filings, Portfolio & Analysis

CIK: 0002111821
Upland 1425 W. Foothill Blvd. Ste 120
Zip Code: 91786
Latest Portfolio Value
$135.44 M
Total Holdings
138
Latest Report Date
Q4 2025
Top 10 Concentration
35.98%

Clearwave Capital, LLC — Portfolio Overview & Company Profile

Clearwave Capital, LLC (CIK: 0002111821) is a financial institution headquartered at 1425 W. Foothill Blvd. Ste 120, , Upland, California 91786. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $135,437,206, comprising 138 distinct securities. Over its filing history, it has submitted 1 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 36.0%.

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$135.3 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$136,873 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
138,163 $6.85 M 5.06% ▲ 138,163
165,269 $6.31 M 4.66% ▲ 165,269
18,940 $5.93 M 4.38% ▲ 18,940
115,144 $5.3 M 3.91% ▲ 115,144
24,583 $4.58 M 3.39% ▲ 24,583
16,712 $4.54 M 3.35% ▲ 16,712
12,649 $4.38 M 3.23% ▲ 12,649
17,777 $4.1 M 3.03% ▲ 17,777
70,877 $4.02 M 2.97% ▲ 70,877
48,484 $2.66 M 1.96% ▲ 48,484

Historical Portfolio Charts