Red Wave Investments LLC

All 13F Filings

Location
Dillsburg, PA
Most recent 13F
Q4 2025
Holdings value ($000)
336,154
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/6/2026 113 336,154 13F-HR Red Wave Investments LLC
Q3 2025 10/28/2025 108 325,938 13F-HR Red Wave Investments LLC
Q2 2025 7/31/2025 109 304,099 13F-HR Red Wave Investments LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 209.2 K 62.7% 8.914 K 0 8.914 K
ETFs 123.5 K 37.0% 1.355 K 0 1.355 K
Debt 939 0.3% 0 1 -1
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Fund Snapshot

Q4 2025
Latest filed
2/6/2026
Total value ($000)
336,154
Holdings
113
QoQ value change ($000)
10,216 (3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.