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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, SCHO, and represent 36.26% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: AVLV (+$15M), NEAR (+$10M), IGSB, BBAG, SCHO, LMBS, MBB, JMUB, XT, DGRW.
Started 7 new stock positions in ABT, DLS, WTAI, GEV, BINC, AVLV, MU.
Reduced shares in these 10 stocks: SNSR (-$9.7M), ARKG (-$5.2M), GDX, ARKK, ARKF, IDNA, MUB, CIBR, AAPL, LRGF.
Sold out of its positions in CRWD, EES.
Clearwater Capital Advisors was a net buyer of stock by $22M.
Clearwater Capital Advisors has $1.2B in assets under management (AUM), dropping by 7.22%.
Central Index Key (CIK): 0001690531

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 168 positions in its portfolio as reported in the September 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)	12.3	$144M	+7%	2.8M	51.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.7	$79M		887k	88.96	View chart
Ishares Tr U S Equity Factr (LRGF)	6.3	$73M		1.1M	69.08	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.6	$66M		1.8M	35.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.4	$63M	+5%	2.6M	24.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.2	$61M	+5%	1.1M	53.03	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.1	$49M	+7%	1.0M	46.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.0	$47M		1.1M	42.79	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.4	$40M	+6%	807k	49.79	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.9	$35M		466k	74.35	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$33M		484k	67.51	View chart
Ishares Tr Mbs Etf (MBB)	2.6	$31M	+7%	322k	95.15	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.3	$27M	-11%	354k	76.40	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	2.1	$24M		406k	59.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$24M		902k	26.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$17M		608k	27.90	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$16M	-3%	152k	106.49	View chart
Wisdomtree Tr True Emerging Mk (XC)	1.3	$16M		451k	34.63	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.3	$15M	-2%	197k	76.01	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$15M	NEW	206k	72.26	View chart
Apple (AAPL)	1.1	$14M	-2%	53k	254.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$13M		450k	29.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$13M		130k	100.25	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.1	$13M		364k	35.43	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	1.1	$13M		572k	22.44	View chart
Ark Etf Tr Fintech Innova (ARKF)	1.1	$13M	-10%	226k	56.80	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$12M		107k	112.35	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.0	$12M		180k	65.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$10M		21k	479.61	View chart
Ishares Tr Future Exponenti (XT)	0.8	$9.1M	+13%	126k	71.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$8.5M		187k	45.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$7.9M		74k	106.78	View chart
Microsoft Corporation (MSFT)	0.7	$7.8M	-2%	15k	517.96	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$7.4M		210k	35.17	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.6	$6.6M	+4%	142k	46.69	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$5.9M	+23%	116k	50.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.8M		63k	76.72	View chart
Global X Fds Internet Of Thng (SNSR)	0.4	$4.8M	-66%	123k	39.01	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$4.6M		53k	87.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$4.0M		31k	130.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.9M		169k	23.28	View chart
NVIDIA Corporation (NVDA)	0.3	$3.3M	+8%	18k	186.58	View chart
Amazon (AMZN)	0.3	$3.1M	+23%	14k	219.57	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.0M	-45%	35k	86.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.0M		4.4k	669.33	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$2.9M	-2%	27k	105.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.9M		36k	79.93	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.8M	+3%	56k	50.70	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$2.7M		66k	41.11	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$2.6M		106k	24.95	View chart
Global X Fds Cloud Computng (CLOU)	0.2	$2.5M		107k	23.26	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$2.4M	-2%	37k	64.71	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.2	$2.1M	-70%	77k	27.77	View chart
Immunitybio (IBRX)	0.2	$2.1M		846k	2.46	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$2.0M	+9%	40k	49.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.8M		2.7k	666.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$1.8M		22k	78.90	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$1.7M		69k	25.19	View chart
Home Depot (HD)	0.1	$1.7M		4.2k	405.17	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.5M		18k	84.00	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.5M	-3%	32k	46.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.4M		2.4k	600.28	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M		4.4k	315.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M	-2%	21k	65.26	View chart
Meta Platforms Cl A (META)	0.1	$1.4M	-7%	1.9k	734.26	View chart
Tesla Motors (TSLA)	0.1	$1.3M	-8%	2.9k	444.73	View chart
Broadcom (AVGO)	0.1	$1.3M	+167%	4.0k	329.91	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+2%	1.4k	925.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M	-2%	3.1k	402.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	-6%	6.8k	182.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M		10k	118.83	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$1.2M	+6%	26k	47.21	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.2M	-3%	12k	98.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M		36k	31.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M		3.8k	293.79	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		11k	103.21	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$1.1M	-2%	23k	47.38	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M		16k	65.92	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$1.0M	-34%	44k	23.61	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$997k		10k	100.23	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$924k		5.8k	160.66	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$916k		19k	48.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$899k		18k	50.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$887k		3.6k	243.07	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$883k	-10%	16k	56.58	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$877k		9.8k	89.77	View chart
Eli Lilly & Co. (LLY)	0.1	$874k		1.1k	763.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$869k	-9%	26k	33.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$849k		1.7k	502.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$834k		11k	73.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$813k		9.8k	82.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$802k		2.4k	328.17	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$776k		23k	33.68	View chart
McDonald's Corporation (MCD)	0.1	$710k		2.3k	303.84	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$699k		8.0k	86.80	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$693k	-14%	7.0k	99.03	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$688k		14k	50.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$665k		891.00	746.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$654k	-9%	2.7k	243.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$644k	-9%	2.3k	281.86	View chart
Ge Aerospace Com New (GE)	0.1	$633k		2.1k	300.79	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$613k		6.1k	100.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$606k		14k	44.58	View chart
Kkr & Co (KKR)	0.1	$605k		4.7k	129.95	View chart
Johnson & Johnson (JNJ)	0.1	$600k		3.2k	185.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$580k		3.4k	170.83	View chart
Procter & Gamble Company (PG)	0.0	$566k		3.7k	153.63	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$562k		580.00	968.09	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$552k		19k	29.32	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$551k		12k	47.72	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$541k		6.5k	83.33	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$537k		11k	49.15	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$529k		11k	46.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$514k	-8%	5.1k	100.70	View chart
Amgen (AMGN)	0.0	$513k		1.8k	282.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$441k		1.5k	297.62	View chart
At&t (T)	0.0	$438k		16k	28.24	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$434k	+29%	15k	29.82	View chart
Philip Morris International (PM)	0.0	$419k	+2%	2.6k	162.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$416k	-12%	2.1k	194.50	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$408k	-15%	11k	37.94	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$400k		7.7k	52.22	View chart
Walt Disney Company (DIS)	0.0	$396k	-3%	3.5k	114.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$395k		662.00	596.03	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$394k		7.8k	50.75	View chart
Abbvie (ABBV)	0.0	$389k		1.7k	231.54	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$388k		2.6k	151.06	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$386k		3.3k	116.82	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$385k		6.5k	59.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$385k		5.2k	73.29	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$382k		9.4k	40.73	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$376k		5.2k	72.11	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$372k	-4%	3.0k	125.05	View chart
Cisco Systems (CSCO)	0.0	$361k		5.3k	68.42	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$346k		6.8k	50.70	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$344k		2.4k	144.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$329k		1.1k	293.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$327k		8.3k	39.61	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$326k	NEW	6.1k	53.24	View chart
Pure Storage Cl A (PSTG)	0.0	$321k		3.8k	83.81	View chart
Pepsi (PEP)	0.0	$318k		2.3k	140.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$310k		5.9k	52.30	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$301k		15k	20.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$295k		921.00	320.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$293k		3.1k	95.14	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$291k		3.0k	95.89	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$286k		3.4k	83.05	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$280k	+3%	2.5k	113.62	View chart
Verizon Communications (VZ)	0.0	$274k		6.2k	43.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$270k	+3%	1.9k	140.95	View chart
Micron Technology (MU)	0.0	$268k	NEW	1.6k	167.32	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$251k	-8%	5.5k	45.78	View chart
Duke Energy Corp Com New (DUK)	0.0	$251k		2.0k	123.75	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$250k		3.8k	65.56	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$242k		3.9k	62.22	View chart
Evergy (EVRG)	0.0	$234k		3.1k	76.02	View chart
Exelon Corporation (EXC)	0.0	$233k		5.2k	45.01	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$230k	-5%	11k	21.07	View chart
Ge Vernova (GEV)	0.0	$224k	NEW	365.00	614.90	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$222k	NEW	7.8k	28.56	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$219k		2.0k	109.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$210k	-7%	971.00	215.79	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$207k	NEW	2.6k	79.51	View chart
Abbott Laboratories (ABT)	0.0	$205k	NEW	1.5k	133.95	View chart
Emerson Electric (EMR)	0.0	$201k		1.5k	131.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$200k	-7%	2.3k	87.31	View chart
Red Cat Hldgs (RCAT)	0.0	$129k		13k	10.35	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$43k		27k	1.57	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 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
Clearwater Capital Advisors 2021 Q4 filed Jan. 26, 2022

View all past filings

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