New Wave Wealth Advisors
$366M 13F equity value
229 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New Wave Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WMT | WALMART INC | 273,929 | $31M | 8.5% |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 102,390 | $13M | 3.6% |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 191,234 | $12M | 3.2% |
| EMXC | ISHARES INC | 105,723 | $11M | 3.0% |
| DTCR | GLOBAL X FDS | 354,196 | $11M | 2.9% |
| IVES | WEDBUSH SER TR | 280,218 | $11M | 2.9% |
| IEV | ISHARES TR | 136,508 | $10M | 2.7% |
| XLK | SELECT SECTOR SPDR TR | 51,436 | $10M | 2.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 12,938 | $10M | 2.6% |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 221,872 | $9M | 2.4% |
Track New Wave Wealth Advisors's 13F portfolio: $366M in reported holdings, 229 positions. Top holdings and quarterly changes on SentiSense.
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