Red Wave Investments LLC

CIK: 0001846493Latest portfolio: $336.2M · Q4 2025

Holdings

113

Total Value

$336.2M

New Positions

113

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VTIVANGUARD INDEX FDS
139,064$46.6M13.87%NEW
2
VUSBVANGUARD BD INDEX FDS
653,738$32.6M9.69%NEW
3
NDQINVESCO QQQ TR
32,903$20.2M6.01%NEW
4
VBILVANGUARD INSTL INDEX FD
256,193$19.3M5.75%NEW
5
VTVANGUARD INTL EQUITY INDEX F
123,609$17.4M5.19%NEW
6
SGOVISHARES TR
160,041$16.1M4.78%NEW
7
VTVVANGUARD INDEX FDS
59,577$11.4M3.38%NEW
8
VOVANGUARD INDEX FDS
37,866$11.0M3.27%NEW
9
VBVANGUARD INDEX FDS
42,541$11.0M3.26%NEW
10
IVVISHARES TR
15,739$10.8M3.21%NEW
11
DFACDIMENSIONAL ETF TRUST
262,428$10.4M3.09%NEW
12
VVVANGUARD INDEX FDS
21,857$6.9M2.05%NEW
13
AAPLAPPLE INC
23,399$6.4M1.89%NEW
14
IDEVISHARES TR
76,727$6.3M1.88%NEW
15
SPDWSPDR INDEX SHS FDS
136,110$6.0M1.80%NEW
16
NVDANVIDIA CORPORATION
31,284$5.8M1.74%NEW
17
VXUSVANGUARD STAR FDS
75,002$5.7M1.68%NEW
18
SPEMSPDR INDEX SHS FDS
118,941$5.6M1.66%NEW
19
VNQVANGUARD INDEX FDS
61,134$5.4M1.61%NEW
20
LQDISHARES TR
40,476$4.5M1.33%NEW
21
MSFTMICROSOFT CORP
7,968$3.9M1.15%NEW
22
BIVVANGUARD BD INDEX FDS
46,512$3.6M1.08%NEW
23
VUGVANGUARD INDEX FDS
6,391$3.1M0.93%NEW
24
VWOVANGUARD INTL EQUITY INDEX F
50,498$2.7M0.81%NEW
25
BNDXVANGUARD CHARLOTTE FDS
50,510$2.4M0.73%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.662432582193242e+173T)
Technology0.0% ($6.3615834385315e+48T)
Consumer Cyclical0.0% ($2.3442115987396287e+25T)
Healthcare0.0% ($9.207936766363063e+22T)
Industrials0.0% ($427369367330.2T)
Communication Services0.0% ($242013391.1T)
Consumer Defensive0.0% ($19131546.6T)
Unknown0.0% ($202.1T)
Utilities0.0% ($516.3B)
Energy0.0% ($1.2B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$336.2M113
Q3 2025Oct 28, 2025$325.9B0
Q2 2025Jul 31, 2025$304.1B109
Q1 2025May 2, 2025$278.8B98

Fund Information

CIK0001846493
Most Recent FilingFeb 6, 2026
Number of Filings4

Red Wave Investments LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $336.2M across 113 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 13.9% of the portfolio. Compared to the previous quarter, the fund opened 113 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.