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Manager record

New Wave Wealth Advisors Llc

Springdale, AR · CIK 2035324 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$380.47MReported 13F valueQ3 2026 · as filed
210Holdings listed
+3.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $235.3M$235.3MQ2 2025142 holdingsQ3 2025: $256.6M$256.6MQ3 2025177 holdingsQ4 2025: $273.3M$273.3MQ4 2025188 holdingsQ1 2026: $288.2M$288.2MQ1 2026192 holdingsQ2 2026: $367.5M$367.5MQ2 2026204 holdingsQ3 2026: $380.5M$380.5MQ3 2026210 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$380.47M · 210 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$366.28M · 204 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR/A · period Q2 2026

$367.49M · 204 holdings listed · amendment (new holdings) · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$288.22M · 192 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$273.35M · 188 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR/A · period Q3 2025

$256.56M · 177 holdings listed · amendment (new holdings) · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$231.03M · 139 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$235.29M · 142 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology