Wavvest Wealth LLC
Wavvest Wealth LLC is an Investment Adviser institutional filer with the SEC under CIK 2153571, reporting 97 portfolio positions, with 1 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: DE
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-21
Top 10 portfolio positions
The largest reported holdings in Wavvest Wealth LLC's most recent 13F filing, ranked by reported market value.
- INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)
- ISHARES CORE S&P 500 ETF (IVV)
- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)
- JPMORGAN ULTRA-SHORT INCOME ETF (JPST)
- ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF (CORO)
- ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)
- PUTNAM FOCUSED LARGE CAP VALUE ETF (PVAL)
- STATE STREET SPDR S&P 500 ETF (SPY)
- DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)
- SCHWAB U.S. LARGE-CAP ETF (SCHX)
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