CLEAR WAVE WEALTH MANAGEMENT LLC has recently submitted its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the firm manages a total of $576 million in assets. This update is significant as it provides insights into the firm's investment strategies and market positions, which can influence trends in the asset management industry.

Based in Red Bank, New Jersey, CLEAR WAVE WEALTH MANAGEMENT LLC operates under the Central Index Key (CIK) number 0002113615. The firm is categorized under the SIC description of 'other' and has been active in the financial markets, filing a series of reports including its latest 13F-HR on November 4, 2026. The firm’s previous filings include similar reports on August 6, 2026, and May 13, 2026, showcasing its consistent engagement with regulatory requirements.

The filing indicates that CLEAR WAVE holds a diverse range of investments, with a total of 191 entries reported. Notably, the firm has significant positions in various exchange-traded funds (ETFs) and stocks, including major names like Apple Inc., NVIDIA Corporation, and Amazon.com Inc. This diversification reflects a strategic approach to asset management, aiming to balance risk and return across different sectors.

This report may have implications for various stakeholders, including investors and competitors in the wealth management sector. By analyzing CLEAR WAVE's investment choices, other firms may adjust their strategies or seek to capitalize on similar opportunities in the market. The firm’s holdings in ETFs like the iShares Core S&P 500 ETF and the Invesco QQQ Trust suggest a focus on technology and large-cap stocks, which are currently popular among investors.

Looking ahead, the filing does not specify what actions will follow this report. However, it sets the stage for future disclosures and potential shifts in investment strategy as market conditions evolve. The accession number for this filing is 0002113615-26-000005, which can be referenced for further details.