NEW WAVE WEALTH ADVISORS LLC - Portfolio Stock Holdings
NEW WAVE WEALTH ADVISORS LLC disclosed 228 stock positions in a recent SEC 13F filing. $365,601,943 of stock holdings were filed, with the largest holdings including WMT, FYC, and JEPQ. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $386,754,978 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
228Est. Stock Holding Value:
$365,601,943Top Stock Holdings By Sector
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Portfolio Stock Holdings - NEW WAVE WEALTH ADVISORS LLC
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% of Portfolio
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