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Red Wave Investments LLC
Red Wave Investments LLC is an investment advisory firm headquartered in Dillsburg, Pennsylvania. Founded at least by 2021, the firm is a registered investment adviser (RIA) managing portfolios primarily for high net worth individuals and individual investors in the United States. The company typically has a small staff of 2-3 employees and reports a focus on personal service and tailored investment management. Red Wave Investments LLC is registered with the SEC (CIK: 0001846493) and serves over 150 clients, with most of its assets managed on a discretionary basis.
Investment Strategy
Red Wave Investments LLC manages portfolios focusing on U.S. and international equities as well as fixed income ETFs, including prominent holdings in broad market index funds, sector ETFs, and blue-chip stocks. The firm mainly serves individuals (including high net worth clients) and pursues a diversified, risk-managed strategy with an emphasis on ETF-based core exposure, sector rotation, and capital preservation. Portfolio turnover is relatively low, indicating a long-term, disciplined investment philosophy tailored to client needs.
Latest 13F Filing Activity
Red Wave Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $304M. The fund increased holdings in Vanguard Instl Index FD, Vanguard Index FDS, Invesco QQQ TR among other positions. Red Wave Investments LLC reduced exposure to Vanguard Index FDS, Apple Inc., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.98% | $42.5M | 139,901 | $198.61 | $303.93 | +$2.3M |
V VUSB | VANGUARD BD INDEX FDS | 10.27% | $31.2M | 626,285 | $49.40 | $49.87 | -$276.0K |
Q QQQ | INVESCO QQQ TR | 6.24% | $19.0M | 34,421 | $269.08 | $551.64 | +$1.8M |
S SGOV | ISHARES TR | 5.74% | $17.5M | 173,475 | $100.56 | $100.69 | +$849.2K |
V VT | VANGUARD INTL EQUITY INDEX F | 5.17% | $15.7M | 122,316 | $93.83 | $128.52 | +$1.7M |
Industry Allocation
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