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Colette Tatarenko

Clear Wave Wealth Management Llc

Assets Managed
$462.725M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Wave Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Clear Wave Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 462.725M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Colette Tatarenko, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
New Position
10.99%
$50.836M
77,825 shares@ $653.21 avg price
ur-4⤦
Spdr Gold Tr
Recent Activity
New Position
7.59%
$35.112M↓ Put
81,600 shares@ $430.29 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
5.33%
$24.663M
128,507 shares@ $191.92 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
New Position
4.32%
$19.969M
412,078 shares@ $48.46 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
New Position
3.6%
$16.628M
236,935 shares@ $70.18 avg price
ur-9⤦
Jpmorgan Chase & Co
Recent Activity
New Position
3.25%
$15.002M↓ Put
51,000 shares@ $294.16 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
New Position
3.2%
$14.802M
179,261 shares@ $82.58 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
New Position
2.92%
$13.506M
145,638 shares@ $92.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
2.89%
$13.357M
20,538 shares@ $650.36 avg price
NVDA
Nvidia Corp
Recent Activity
New Position
2.81%
$12.977M
74,409 shares@ $174.4 avg price

1-10 of 177