Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Red Wave Investments LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Red Wave Investments LLC (CIK 1846493) reported $334.7M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($43.2M, 12.89%), VUSB ($32.9M, 9.82%), VBIL ($21.3M, 6.37%), QQQ ($18.5M, 5.53%), VT ($16.1M, 4.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$43.2M12.89%134,523Trimmed
2VUSBVANGUARD BD INDEX FDS$32.9M9.82%660,081Added
3VBILVANGUARD INSTL INDEX FD$21.3M6.37%281,795Added
4QQQINVESCO QQQ TR$18.5M5.53%32,080Trimmed
5VTVANGUARD INTL EQUITY INDEX F$16.1M4.82%116,591Trimmed
6SGOVISHARES TR$15.1M4.52%150,363Trimmed
7VTVVANGUARD INDEX FDS$11.5M3.44%58,750Trimmed
8VBVANGUARD INDEX FDS$10.5M3.15%40,201Trimmed
9VOVANGUARD INDEX FDS$10.3M3.07%35,842Trimmed
10IVVISHARES TR$10.2M3.06%15,684Trimmed
11DFACDIMENSIONAL ETF TRUST$10.1M3.02%260,238Trimmed
12CHYMCHIME FINL INC$7.0M2.09%373,224New
13IDEVISHARES TR$6.4M1.91%76,404Trimmed
14VVVANGUARD INDEX FDS$6.1M1.81%20,266Trimmed
15AAPLAPPLE INC$5.9M1.77%23,327Trimmed
16SPDWSPDR INDEX SHS FDS$5.5M1.65%120,755Trimmed
17NVDANVIDIA CORPORATION$5.4M1.62%31,148Trimmed
18VXUSVANGUARD STAR FDS$5.3M1.58%68,536Trimmed
19SPEMSPDR INDEX SHS FDS$5.3M1.57%112,039Trimmed
20VNQVANGUARD INDEX FDS$5.0M1.49%56,136Trimmed
21LQDISHARES TR$4.4M1.32%40,432Trimmed
22FIREFLY AEROSPACE INC$4.2M1.26%148,291New
23BIVVANGUARD BD INDEX FDS$3.6M1.07%46,232Trimmed
24MSFTMICROSOFT CORP$2.9M0.88%7,968Hold
25VUGVANGUARD INDEX FDS$2.8M0.83%6,373Trimmed

Source: SEC Form 13F filings · as of 2026-03-31