Fund HoldingsRed Wave Investments LLC

Total Portfolio Value
$334.60M
Total Bought
$28.31M
Total Sold
$29.44M
Net Transaction
-$1.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHIME FINL INC(CHYM)0373,224+373,22406,9902.09%+6,990
SPDR INDEX SHS FDS
ST STR PO EX ETF
0120,755+120,75505,5121.65%+5,512
SPDR INDEX SHS FDS
ST PORT MARK ETF
0112,039+112,03905,2561.57%+5,256
FIREFLY AEROSPACE INC(FLY)0148,291+148,29104,2221.26%+4,222
VANGUARD INSTL INDEX FD256,193281,795+25,60219,32521,3186.37%+1,993
INVESCO CURRENCYSHARES EURO(FXE)06,878+6,87807340.22%+734
EXXON MOBIL CORP10,07710,07701,2131,7100.51%+497
SPDR SERIES TRUST
ST STR SP500DIV
08,049+8,04903660.11%+366
VANGUARD BD INDEX FDS
VANGUARD ULTRA
653,738660,081+6,34332,58232,8629.82%+280
CORNING INC(GLW)01,921+1,92102610.08%+261
ELEMENT SOLUTIONS INC(ESI)07,299+7,29902490.07%+249
GILEAD SCIENCES INC(GILD)01,787+1,78702490.07%+249
COSTCO WHOLESALE CORPORATION(COST)01,781+1,78101,7750.53%+1,775
WALMART INC(WMT)17,17517,117-581,9132,1270.64%+214
MONOLITHIC PWR SYS INC(MPWR)0194+19402120.06%+212
TEXAS INSTRS INC(TXN)01,042+1,04202020.06%+202
JOHNSON & JOHNSON(JNJ)4,4504,399-519211,0750.32%+154
VANGUARD INDEX FDS59,57758,750-82711,37911,5273.44%+148
PALANTIR TECHNOLOGIES INC(PLTR)(Put)01,000+1,0000146+146
MICRON TECHNOLOGY INC(MU)2,3842,439+556808240.25%+144
PALANTIR TECHNOLOGIES INC(PLTR)0901+90101320.04%+132
APPLIED MATLS INC1,2741,311+373274480.13%+121
MERCK & CO INC(MRK)7,5367,476-607938990.27%+106
ISHARES TR
MSCI INTL VLU FT
59,38059,38002,2592,3560.70%+97
CSX CORP(CSX)6,5538,085+1,5322383320.10%+94
LOCKHEED MARTIN CORP(LMT)68468403314140.12%+83
CATERPILLAR INC(CAT)645636-93704510.13%+81
CHEVRON CORPORATION(CVX)1,3851,38502112870.09%+75
CHURCH & DWIGHT CO INC(CHD)7,0117,01105886540.20%+66
KLA CORP(KLAC)23123102813400.10%+59
HONEYWELL INTL INC(HON)1,8851,88503684260.13%+58
ISHARES TR
CORE MSCI INTL
76,72776,404-3236,3286,3851.91%+57
SOUTHERN CO(SO)5,9235,904-195175700.17%+53
LAM RESEARCH CORP(LRCX)1,2351,23502112640.08%+52
AT&T INC(T)11,93811,748-1902973410.10%+44
POPULAR INC(BPOP)2,4022,539+1372993410.10%+42
DUKE ENERGY CORP NEW(DUK)2,4232,42302843170.09%+33
DIMENSIONAL ETF TRUST
WORLD EX US CORE
24,30124,30107958260.25%+30
COCA COLA CO(KO)4,2034,178-252943180.09%+24
WASTE MGMT INC DEL(WM)1,9471,94704284470.13%+20
ABBVIE INC(ABBV)2,9613,193+2326776950.21%+18
STARBUCKS CORP(SBUX)3,4263,411-152883060.09%+17
AMGEN INC(AMGN)62262202042190.07%+15
VANGUARD INDEX FDS2,4622,454-85215330.16%+12
RTX CORPORATION(RTX)1,1901,19002182300.07%+11
NETFLIX INC.(NFLX)04,718+4,71804540.14%+454
TJX COS INC NEW(TJX)1,7441,74402682790.08%+11
MCDONALDS CORP(MCD)87787702682730.08%+5
VANGUARD MALVERN FDS5,9975,99702973000.09%+3
ISHARES TR6,3256,32506956980.21%+3
TRAVELERS COMPANIES INC(TRV)1,0001,00002902920.09%+2
DICKS SPORTING GOODS INC(DKS)2,0032,00303973970.12%+1
PNC FINL SVCS GROUP INC(PNC)1,9051,906+13983970.12%-1
PROSHARES TR
INVT INT RT HG
5,0755,07503983940.12%-4
ISHARES TR4,1554,15503353310.10%-4
LOWES COS INC(LOW)97297202342300.07%-5
VANGUARD INTL EQUITY INDEX F5,5755,597+224664610.14%-5
US BANCORP(USB)5,3845,38402872800.08%-7
GOLDMAN SACHS GROUP INC(GS)27927902452360.07%-9
PROCTER & GAMBLE CO(PG)2,2242,126-983193070.09%-12
QUANTUM SI INC37,00037,000041290.01%-12
VISTRA CORP(VST)1,3761,37602222070.06%-15
MORGAN STANLEY(MS)1,4521,45202582390.07%-19
TESLA INC(TSLA)2,1962,591+3959889630.29%-24
ADVANCED MICRO DEVICES INC(AMD)2,9933,028+356416160.18%-25
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
050,262+50,26202,4150.72%+2,415
INVESCO EXCH TRADED FD TR II39,81839,81808628320.25%-30
ISHARES TR
ULTRA SHORT DUR
13,73413,103-6316956630.20%-31
VANGUARD INTL EQUITY INDEX F50,49849,582-9162,7152,6800.80%-35
ABBOTT LABORATORIES2,3162,482+1662902550.08%-35
SPDR SERIES TRUST
ST BLOO HIGH ETF
21,17621,015-1612,0592,0120.60%-47
LEIDOS HOLDINGS INC(LDOS)2,0012,00103613110.09%-50
ISHARES TR040,432+40,43204,4071.32%+4,407
VANGUARD BD INDEX FDS46,51246,232-2803,6223,5681.07%-54
UNITEDHEALTH GROUP INC(UNH)927909-183062460.07%-60
CISCO SYS INC(CSCO)9,6508,763-8877436800.20%-63
BANK AMERICA CORP9,9919,738-2535504750.14%-75
CHECK POINT SOFTWARE TECH LT
ORD
02,554+2,55403650.11%+365
STATE STR SPDR S&P 500 ETF T(SPY)3,3653,403+382,2942,2130.66%-81
ELI LILLY & CO(LLY)592602+106365540.17%-83
ISHARES U S ETF TR
INT RT HDG C B
22,32621,669-6572,0842,0010.60%-83
BERKSHIRE HATHAWAY INC DEL3,5303,518-121,7741,6860.50%-89
HOME DEPOT INC(HD)06,133+6,13302,0170.60%+2,017
ACCENTURE PLC IRELAND
SHS CLASS A
1,3741,348-263692670.08%-101
ADOBE INC(ADBE)939929-103292260.07%-103
ALPHABET INC(GOOG)4,2704,301+311,3401,2340.37%-106
META PLATFORMS INC(META)01,714+1,71409810.29%+981
VANGUARD BD INDEX FDS20,57918,897-1,6821,5241,3920.42%-133
BROADCOM INC(AVGO)4,3344,416+821,5001,3670.41%-133
SNOWFLAKE INC(SNOW)01,950+1,95002940.09%+294
JPMORGAN CHASE & CO(JPM)4,7464,744-21,5291,3960.42%-134
VISA INC(V)2,8172,81709888510.25%-137
ALPHABET INC(GOOG)7,7357,770+352,4212,2340.67%-187
MASTERCARD INCORPORATED(MA)2,6792,67901,5291,3390.40%-191
THERMO FISHER SCIENTIFIC INC(TMO)3590-3592080-208
AMAZON COM INC(AMZN)10,15610,253+972,3442,1350.64%-209
BOSTON SCIENTIFIC CORP(BSX)2,1970-2,1972090-209
ORACLE CORP(ORCL)000000
MOODYS CORP(MCO)4120-4122100-210
PALO ALTO NETWORKS INC(PANW)1,1500-1,1502120-212
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