NEW WAVE WEALTH ADVISORS LLC - Portfolio Stock Holdings
NEW WAVE WEALTH ADVISORS LLC disclosed 229 stock positions in a recent SEC 13F filing. $372,385,746 of stock holdings were filed, with the largest holdings including WMT, SPY, and FYC. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
229Est. Stock Holding Value:
$372,385,746Top Stock Holdings By Sector
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Portfolio Stock Holdings - NEW WAVE WEALTH ADVISORS LLC
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Portfolio Options Holdings - NEW WAVE WEALTH ADVISORS LLC
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