Red Wave Investments LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$304.1B

Holdings

109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
139,901$42.5B13.98%
2
VUSBVANGUARD BD INDEX FDS
626,285$31.2B10.27%
3
NDQINVESCO QQQ TR
34,421$19.0B6.24%
4
SGOVISHARES TR
173,475$17.5B5.74%
5
VTVANGUARD INTL EQUITY INDEX F
122,316$15.7B5.17%
6
VTVVANGUARD INDEX FDS
61,685$10.9B3.59%
7
VOVANGUARD INDEX FDS
37,619$10.5B3.46%
8
VBVANGUARD INDEX FDS
41,986$9.9B3.27%
9
IVVISHARES TR
15,899$9.9B3.25%
10
DFACDIMENSIONAL ETF TRUST
266,269$9.5B3.14%
11
VBILVANGUARD INSTL INDEX FD
90,205$6.8B2.24%
12
VVVANGUARD INDEX FDS
21,825$6.2B2.05%
13
IDEVISHARES TR
78,288$6.0B1.96%
14
VXUSVANGUARD STAR FDS
79,771$5.5B1.81%
15
VNQVANGUARD INDEX FDS
59,754$5.3B1.75%
16
SPDWSPDR INDEX SHS FDS
131,420$5.3B1.75%
17
NVDANVIDIA CORPORATION
32,417$5.1B1.68%
18
SPEMSPDR INDEX SHS FDS
118,062$5.0B1.66%
19
LQDISHARES TR
45,688$5.0B1.65%
20
AAPLAPPLE INC
23,517$4.8B1.59%
21
MSFTMICROSOFT CORP
8,029$4.0B1.31%
22
BIVVANGUARD BD INDEX FDS
48,327$3.7B1.23%
23
VUGVANGUARD INDEX FDS
6,662$2.9B0.96%
24
VWOVANGUARD INTL EQUITY INDEX F
53,924$2.7B0.88%
25
BNDXVANGUARD CHARLOTTE FDS
52,743$2.6B0.86%
26
AMZNAMAZON COM INC
10,769$2.4B0.78%
27
VSSVANGUARD INTL EQUITY INDEX F
16,791$2.3B0.74%
28
HDHOME DEPOT INC
6,148$2.3B0.74%
29
JNKSPDR SERIES TRUST
22,927$2.2B0.73%
30
LQDHISHARES U S ETF TR
22,758$2.1B0.69%
31
SPYSPDR S&P 500 ETF TR
3,288$2.0B0.67%
32
IVLUISHARES TR
60,155$2.0B0.65%
33
COSTCOSTCO WHSL CORP NEW
1,853$1.8B0.60%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
3,535$1.7B0.56%
35
WMTWALMART INC
17,175$1.7B0.55%
36
MAMASTERCARD INCORPORATED
2,743$1.5B0.51%
37
BNDVANGUARD BD INDEX FDS
19,490$1.4B0.47%
38
JPMJPMORGAN CHASE & CO.
4,800$1.4B0.46%
39
GOOGLALPHABET INC
7,728$1.4B0.45%
40
AVGOBROADCOM INC
4,434$1.2B0.40%
41
METAMETA PLATFORMS INC
1,655$1.2B0.40%
42
XOMEXXON MOBIL CORP
10,079$1.1B0.36%
43
VVISA INC
2,817$1.0B0.33%
44
BSVVANGUARD BD INDEX FDS
12,181$958.6M0.32%
45
DFAXDIMENSIONAL ETF TRUST
28,765$844.8M0.28%
46
PCYINVESCO EXCH TRADED FD TR II
40,551$828.5M0.27%
47
CSCOCISCO SYS INC
11,047$766.4M0.25%
48
TSLATESLA INC
2,392$759.8M0.25%
49
GOOGALPHABET INC
4,270$757.5M0.25%
50
TIPISHARES TR
6,360$699.9M0.23%
51
ICSHISHARES TR
13,734$696.5M0.23%
52
JNJJOHNSON & JOHNSON
4,450$679.7M0.22%
53
CHDCHURCH & DWIGHT CO INC
7,005$673.2M0.22%
54
NFLXNETFLIX INC
489$654.8M0.22%
55
MRKMERCK & CO INC
7,578$599.9M0.20%
56
SNOWSNOWFLAKE INC
2,655$594.1M0.20%
57
SOSOUTHERN CO
6,007$551.7M0.18%
58
ABBVABBVIE INC
2,958$549.1M0.18%
59
VBRVANGUARD INDEX FDS
2,527$492.8M0.16%
60
BACBANK AMERICA CORP
9,991$472.8M0.16%
61
LLYELI LILLY & CO
592$461.5M0.15%
62
WMWASTE MGMT INC DEL
1,956$447.5M0.15%
63
HONHONEYWELL INTL INC
1,906$443.8M0.15%
64
ACNACCENTURE PLC IRELAND
1,473$440.2M0.14%
65
AMDADVANCED MICRO DEVICES INC
2,961$420.2M0.14%
66
NVONOVO-NORDISK A S
5,956$411.1M0.14%
67
IGHGPROSHARES TR
5,075$397.6M0.13%
68
DKSDICKS SPORTING GOODS INC
2,003$396.2M0.13%
69
TAT&T INC
13,118$379.6M0.12%
70
ADBEADOBE INC
941$364.1M0.12%
71
PNCPNC FINL SVCS GROUP INC
1,907$355.5M0.12%
72
PGPROCTER AND GAMBLE CO
2,219$353.5M0.12%
73
HYGISHARES TR
4,155$335.1M0.11%
74
MUMICRON TECHNOLOGY INC
2,644$325.9M0.11%
75
LMTLOCKHEED MARTIN CORP
683$316.2M0.10%
76
LDOSLEIDOS HOLDINGS INC
2,001$315.7M0.10%
77
ABTABBOTT LABS
2,316$315.0M0.10%
78
SBUXSTARBUCKS CORP
3,433$314.6M0.10%
79
INTUINTUIT
389$306.4M0.10%
80
KOCOCA COLA CO
4,308$304.8M0.10%
81
VTIPVANGUARD MALVERN FDS
5,997$301.5M0.10%
82
UNHUNITEDHEALTH GROUP INC
927$289.2M0.10%
83
DUKDUKE ENERGY CORP NEW
2,423$285.9M0.09%
84
VGKVANGUARD INTL EQUITY INDEX F
3,616$280.2M0.09%
85
NOWSERVICENOW INC
265$272.4M0.09%
86
TRVTRAVELERS COMPANIES INC
1,000$267.5M0.09%
87
VSTVISTRA CORP
1,376$266.7M0.09%
88
BPOPPOPULAR INC
2,402$264.7M0.09%
89
MCDMCDONALDS CORP
875$255.5M0.08%
90
CATCATERPILLAR INC
644$249.9M0.08%
91
USBUS BANCORP DEL
5,384$243.6M0.08%
92
BKNGBOOKING HOLDINGS INC
42$243.1M0.08%
93
GPIGROUP 1 AUTOMOTIVE INC
545$238.0M0.08%
94
BSXBOSTON SCIENTIFIC CORP
2,197$236.0M0.08%
95
PANWPALO ALTO NETWORKS INC
1,150$235.3M0.08%
96
AMATAPPLIED MATLS INC
1,274$233.2M0.08%
97
ORCLORACLE CORP
1,066$233.1M0.08%
98
DISDISNEY WALT CO
1,773$219.9M0.07%
99
CSXCSX CORP
6,723$219.4M0.07%
100
TXNTEXAS INSTRS INC
1,042$216.3M0.07%
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