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Bsc Private Wealth Management

Latest statistics and disclosures from Clearwater Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NEAR, DGRW, LRGF, INTF, BINC, and represent 35.98% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BINC (+$58M), JSI (+$31M), JMUB (+$13M), NEAR (+$6.2M), BBAG, LMBS, DGRW, AVLV, USHY, LRGF.
Started 5 new stock positions in WTFC, JSI, EPD, USHY, VEA.
Reduced shares in these 10 stocks: SCHO (-$50M), IGSB (-$20M), GIGB (-$6.2M), SPMB (-$5.3M), AGG, GDX, MUB, IBDQ, VCSH, AAPL.
Sold out of its positions in ABT, BITB, EMR, FSMB, GEV, USIG, IEFA, IBDQ, SPTS, VZ.
Clearwater Capital Advisors was a net buyer of stock by $14M.
Clearwater Capital Advisors has $1.2B in assets under management (AUM), dropping by 2.21%.
Central Index Key (CIK): 0001690531

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 163 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Short Duration B (NEAR)	12.5	$150M	+4%	2.9M	51.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.7	$81M		900k	89.43	View chart
Ishares Tr U S Equity Factr (LRGF)	6.2	$74M		1.1M	69.43	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.8	$70M		1.8M	37.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	4.8	$58M	+17879%	1.1M	52.77	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.3	$51M	+6%	1.1M	46.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$49M		1.1M	44.41	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.6	$43M	+5%	853k	49.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.4	$41M	-32%	769k	52.88	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.9	$35M		468k	74.88	View chart
Ishares Msci Emrg Chn (EMXC)	2.9	$35M		479k	72.68	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.6	$31M	NEW	599k	52.06	View chart
Ishares Tr Mbs Etf (MBB)	2.5	$30M	-3%	311k	95.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.4	$28M	-6%	330k	85.77	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	2.2	$26M		408k	63.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$24M		908k	26.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$19M	+217%	369k	50.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$17M		612k	28.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$17M	+6%	220k	75.77	View chart
Wisdomtree Tr True Emerging Mk (XC)	1.2	$15M		454k	32.44	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$14M	-11%	134k	107.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.2	$14M		199k	71.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$14M		457k	30.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$14M	-78%	552k	24.37	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.1	$13M		365k	36.23	View chart
Apple (AAPL)	1.1	$13M	-8%	49k	271.86	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.0	$12M	+2%	184k	66.80	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$12M	+2%	109k	108.64	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.9	$11M		227k	47.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$11M	-19%	106k	99.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$10M		21k	487.86	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$8.7M		191k	45.53	View chart
Ishares Tr Future Exponenti (XT)	0.7	$8.6M	-2%	124k	69.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$7.8M		73k	106.70	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$7.7M	+4%	219k	35.01	View chart
Spdr Series Trust State Street Spd (SPMB)	0.6	$7.5M	-41%	334k	22.41	View chart
Microsoft Corporation (MSFT)	0.6	$6.9M	-4%	14k	483.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.8M		62k	77.53	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$4.6M		53k	88.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$4.1M	+2%	172k	24.04	View chart
Global X Fds Internet Of Thng (SNSR)	0.3	$4.0M	-11%	109k	36.96	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$3.8M	-7%	29k	132.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.0M		4.4k	684.97	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.8M		55k	51.13	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$2.8M	-2%	65k	42.94	View chart
NVIDIA Corporation (NVDA)	0.2	$2.8M	-16%	15k	186.50	View chart
Amazon (AMZN)	0.2	$2.7M	-16%	12k	230.82	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$2.6M	-5%	35k	73.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$2.5M	-6%	33k	76.92	View chart
Global X Fds Cloud Computng (CLOU)	0.2	$2.4M		106k	22.62	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$2.2M	+11%	44k	49.84	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.2	$2.1M	-5%	73k	28.97	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$2.1M	-27%	20k	105.65	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$1.9M		23k	82.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.8M		2.7k	681.97	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$1.7M	-34%	70k	24.90	View chart
Immunitybio (IBRX)	0.1	$1.7M		845k	1.98	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.5M		32k	48.11	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.5M		18k	84.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	-49%	18k	79.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M		21k	66.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M	-3%	4.3k	322.22	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+9%	7.4k	177.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M		3.1k	412.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.3M	-14%	2.0k	614.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M		10k	120.18	View chart
Tesla Motors (TSLA)	0.1	$1.2M	-9%	2.7k	449.73	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$1.2M	-2%	25k	47.09	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	-5%	1.1k	1074.68	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		11k	105.00	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.1M	-6%	11k	96.84	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M		16k	67.22	View chart
Ssga Active Tr State Street Dou (STOT)	0.1	$1.1M		23k	47.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M		3.8k	279.14	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$991k	-14%	38k	26.19	View chart
Broadcom (AVGO)	0.1	$987k	-28%	2.9k	346.10	View chart
Costco Wholesale Corporation (COST)	0.1	$970k	-19%	1.1k	862.52	View chart
Meta Platforms Cl A (META)	0.1	$970k	-21%	1.5k	660.31	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$920k		5.8k	159.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$915k		18k	50.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$889k	+4%	27k	32.75	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$887k		15k	57.85	View chart
Home Depot (HD)	0.1	$822k	-42%	2.4k	344.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$817k	-30%	25k	32.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$811k		11k	71.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$800k	-2%	2.4k	335.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$800k	-5%	2.5k	313.83	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$780k	-14%	16k	47.99	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$779k	-2%	6.8k	113.78	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$769k		23k	33.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$761k	-10%	1.5k	502.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$754k	-33%	2.4k	312.94	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$746k	-25%	7.5k	99.94	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$724k		14k	53.06	View chart
McDonald's Corporation (MCD)	0.1	$721k		2.4k	305.58	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$668k		9.8k	68.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$657k	-2%	871.00	753.78	View chart
Johnson & Johnson (JNJ)	0.1	$656k	-2%	3.2k	206.97	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$647k		8.0k	80.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$641k	+94%	4.5k	143.97	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$629k	NEW	17k	37.40	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$621k		580.00	1069.86	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$619k		6.1k	101.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$619k		14k	45.51	View chart
Amgen (AMGN)	0.0	$595k		1.8k	327.31	View chart
Kkr & Co (KKR)	0.0	$594k		4.7k	127.48	View chart
Ge Aerospace Com New (GE)	0.0	$575k	-11%	1.9k	308.00	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$564k		11k	51.60	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$552k		6.4k	86.15	View chart
Procter & Gamble Company (PG)	0.0	$545k	+3%	3.8k	143.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$519k		3.4k	154.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$503k	-38%	6.1k	82.82	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$499k	-6%	11k	47.16	View chart
Micron Technology (MU)	0.0	$456k		1.6k	285.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$443k		1.5k	302.11	View chart
Philip Morris International (PM)	0.0	$438k	+5%	2.7k	160.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$422k		2.1k	198.62	View chart
Cisco Systems (CSCO)	0.0	$417k	+2%	5.4k	77.03	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$413k	+33%	19k	21.27	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$410k	-2%	11k	39.02	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$410k	-23%	8.8k	46.68	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$409k	+3%	2.7k	153.03	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$407k		3.0k	136.73	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$402k		2.4k	168.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$399k		662.00	603.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$394k		5.2k	75.05	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$393k		7.8k	50.58	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$392k		3.3k	118.62	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$391k		9.4k	41.62	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$389k		6.4k	60.35	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$384k	-94%	8.3k	46.25	View chart
At&t (T)	0.0	$384k		15k	24.84	View chart
Walt Disney Company (DIS)	0.0	$376k	-4%	3.3k	113.75	View chart
Abbvie (ABBV)	0.0	$372k	-3%	1.6k	228.49	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$367k		5.2k	70.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$348k	-32%	3.5k	100.38	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$338k	-2%	6.7k	50.47	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$334k	-2%	8.1k	41.36	View chart
Pepsi (PEP)	0.0	$318k		2.2k	143.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$315k	-3%	1.1k	290.22	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$303k		5.9k	51.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$294k		3.0k	96.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$290k		3.1k	94.16	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$285k		3.4k	82.73	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$281k		2.5k	113.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$275k		1.9k	143.52	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$265k		3.8k	69.31	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$262k		5.4k	48.18	View chart
Duke Energy Corp Com New (DUK)	0.0	$253k	+6%	2.2k	117.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$251k	-15%	776.00	323.01	View chart
Pure Storage Cl A (PSTG)	0.0	$246k	-4%	3.7k	67.01	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$234k	+3%	8.0k	29.14	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$228k		2.0k	113.82	View chart
Exelon Corporation (EXC)	0.0	$226k		5.2k	43.59	View chart
Evergy (EVRG)	0.0	$223k		3.1k	72.49	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$218k	-2%	11k	20.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$213k		971.00	219.78	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$211k		2.6k	81.01	View chart
Wintrust Financial Corporation (WTFC)	0.0	$208k	NEW	1.5k	139.82	View chart
Enterprise Products Partners (EPD)	0.0	$202k	NEW	6.3k	32.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$200k	NEW	3.2k	62.47	View chart
Red Cat Hldgs (RCAT)	0.0	$99k		13k	7.93	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$41k	-3%	26k	1.54	View chart

Past Filings by Clearwater Capital Advisors

SEC 13F filings are viewable for Clearwater Capital Advisors going back to 2016

Clearwater Capital Advisors 2025 Q4 filed Feb. 9, 2026
Clearwater Capital Advisors 2025 Q3 filed Nov. 14, 2025
Clearwater Capital Advisors 2025 Q2 filed Aug. 12, 2025
Clearwater Capital Advisors 2025 Q1 filed May 8, 2025
Clearwater Capital Advisors 2024 Q4 filed Feb. 10, 2025
Clearwater Capital Advisors 2024 Q3 filed Nov. 12, 2024
Clearwater Capital Advisors 2024 Q2 filed Aug. 6, 2024
Clearwater Capital Advisors 2024 Q1 filed May 9, 2024
Clearwater Capital Advisors 2023 Q4 filed Feb. 7, 2024
Clearwater Capital Advisors 2023 Q3 filed Oct. 24, 2023
Clearwater Capital Advisors 2023 Q2 filed Aug. 8, 2023
Clearwater Capital Advisors 2023 Q1 filed May 10, 2023
Clearwater Capital Advisors 2022 Q4 filed Jan. 27, 2023
Clearwater Capital Advisors 2022 Q3 filed Nov. 1, 2022
Clearwater Capital Advisors 2022 Q2 filed July 21, 2022
Clearwater Capital Advisors 2022 Q1 filed May 3, 2022

View all past filings

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