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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 36.18% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$9.0M), NEAR (+$6.7M), BINC (+$6.5M), JSI, BBAG, MBB, LMBS, LRGF, MGK, WCLD.
Started 20 new stock positions in SLYG, FINX, APH, DGRO, TQQQ, AMAT, CVSA, AVLC, BAC, SNOW. AVSC, DE, VOO, TSM, GLW, PRFZ, IYW, EMR, RTX, DVY.
Reduced shares in these 10 stocks: XC (-$7.0M), SCHO, EMXC, ARKG, SNSR, SCHA, SPDW, SMLF, SHY, XT.
Sold out of its positions in XOM, PEY, SHY, SGOV, MA, PSX, VEA, XC.
Clearwater Capital Advisors was a net buyer of stock by $36M.
Clearwater Capital Advisors has $1.4B in assets under management (AUM), dropping by 10.14%.
Central Index Key (CIK): 0001690531

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Positions held by Bsc Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 189 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	12.1	$165M	+4%	3.2M	50.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.6	$90M		939k	95.62	View chart
Ishares Tr U S Equity Factr (LRGF)	6.4	$87M		1.1M	75.63	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.7	$78M		1.9M	40.96	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	5.5	$75M	+9%	1.4M	52.34	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.3	$59M	+7%	1.3M	45.95	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.1	$56M		1.1M	50.39	View chart
Ishares Msci Emrg Chn (EMXC)	3.8	$52M	-3%	505k	102.30	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.5	$47M	+4%	952k	49.78	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	3.3	$44M	+12%	868k	51.21	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.1	$42M		475k	89.14	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	3.0	$41M	+2%	474k	85.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.8	$39M		740k	52.41	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$33M	+7%	348k	94.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$29M		972k	29.43	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.9	$25M	+4%	500k	50.66	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$22M	+3%	246k	91.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.6	$22M	+3%	292k	75.45	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$22M	-3%	602k	36.13	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.4	$19M		213k	89.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$17M		465k	36.87	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$15M		136k	107.62	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.1	$15M		192k	75.78	View chart
Apple (AAPL)	1.1	$15M	+2%	50k	289.36	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.0	$14M		377k	37.94	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.9	$13M		115k	109.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$11M	+494%	125k	86.14	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.8	$10M	+6%	262k	39.46	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.7	$10M	-3%	122k	82.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$9.9M		205k	48.12	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.7	$9.4M	+12%	294k	32.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$9.4M	-2%	95k	98.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$7.5M		71k	106.47	View chart
Immunitybio (IBRX)	0.5	$6.3M		718k	8.76	View chart
Microsoft Corporation (MSFT)	0.4	$5.6M	+4%	15k	373.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$5.0M	+2%	180k	27.70	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$5.0M		52k	96.32	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.4	$4.9M	-6%	222k	22.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.8M	-3%	59k	82.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$4.6M	+12%	32k	141.89	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.3	$4.4M		16k	266.71	View chart
NVIDIA Corporation (NVDA)	0.3	$4.2M	+6%	21k	200.09	View chart
Global X Fds Internet Of Thng (SNSR)	0.3	$4.2M	-18%	84k	49.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.4M		4.6k	748.92	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$3.3M	+9%	71k	45.70	View chart
Amazon (AMZN)	0.2	$3.1M	+6%	13k	238.34	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.9M		56k	51.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.5M	-46%	105k	24.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.1M	+3%	2.8k	746.82	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$2.0M	-7%	88k	22.74	View chart
Micron Technology (MU)	0.1	$2.0M	+6%	1.7k	1154.29	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.0M	-6%	40k	49.78	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.0M	-6%	24k	80.82	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$1.9M	-37%	45k	42.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.8M	-7%	20k	89.20	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.7M		32k	54.63	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.7M		18k	93.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M	-2%	22k	77.11	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.6M	+14%	4.9k	327.33	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$1.6M		25k	64.60	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.1	$1.5M		15k	105.57	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	+16%	1.3k	1199.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M	-7%	2.0k	736.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	+386%	16k	87.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-6%	8.9k	148.31	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.3M	-2%	16k	82.84	View chart
Tesla Motors (TSLA)	0.1	$1.3M	+12%	3.1k	420.56	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.3M		11k	114.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M	-17%	8.7k	144.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+14%	11k	116.67	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.2M	+4%	619.00	1989.44	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.1	$1.2M	+9%	25k	47.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.2M		3.8k	306.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.1M	+32%	33k	33.84	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.1M	-2%	5.8k	193.77	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$1.1M	-9%	33k	33.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M	+26%	3.1k	357.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M	+3%	3.0k	353.34	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M		1.1k	935.67	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$1.0M	-5%	14k	73.26	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$1.0M		22k	46.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$950k		2.6k	370.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$948k		19k	50.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$933k	-2%	12k	79.03	View chart
Johnson & Johnson (JNJ)	0.1	$915k	+12%	3.6k	253.99	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$912k	-2%	22k	40.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$910k	-6%	25k	36.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$877k		14k	64.50	View chart
Broadcom (AVGO)	0.1	$853k	-29%	2.3k	377.75	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$850k	+24%	35k	24.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$850k		11k	74.90	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$844k	+2%	8.0k	104.93	View chart
Meta Platforms Cl A (META)	0.1	$841k	-2%	1.5k	563.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$833k	+700%	7.0k	119.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$832k		4.4k	190.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$794k	+4%	1.6k	500.45	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$782k		17k	45.52	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$779k		16k	47.97	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$778k	+24%	4.1k	191.75	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$778k		14k	57.00	View chart
Cisco Systems (CSCO)	0.1	$774k	+22%	6.6k	117.46	View chart
Amgen (AMGN)	0.1	$731k	+11%	2.0k	362.12	View chart
Home Depot (HD)	0.1	$723k	+4%	2.1k	352.68	View chart
Ge Aerospace Com New (GE)	0.1	$721k	+2%	1.9k	373.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$719k	-3%	6.1k	117.68	View chart
Kkr & Co (KKR)	0.1	$705k		7.7k	91.78	View chart
McDonald's Corporation (MCD)	0.1	$692k	+3%	2.6k	270.27	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$673k	-6%	5.9k	113.68	View chart
Advanced Micro Devices (AMD)	0.0	$652k		1.1k	580.89	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$633k	-2%	6.4k	98.25	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.0	$626k		4.0k	155.22	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$623k		17k	37.02	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$604k	-2%	6.2k	96.80	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.0	$581k	NEW	6.5k	89.96	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$580k	-10%	5.8k	100.16	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$579k	+39%	7.6k	76.16	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$571k	-3%	11k	54.11	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$561k		8.8k	63.85	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$525k		10k	50.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$522k		1.4k	365.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$517k	NEW	6.8k	75.79	View chart
Philip Morris International (PM)	0.0	$514k		2.8k	180.94	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$498k		5.2k	96.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$494k	+19%	647.00	763.14	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$473k	-4%	10k	46.99	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$473k		5.2k	90.10	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$471k	-8%	9.6k	49.18	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$471k	-8%	2.4k	199.81	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$468k		9.0k	52.00	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$466k		662.00	703.34	View chart
Procter & Gamble Company (PG)	0.0	$454k	+7%	3.1k	146.62	View chart
Abbvie (ABBV)	0.0	$448k	+2%	1.8k	251.64	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$440k	-10%	2.3k	190.19	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$434k	-6%	3.1k	139.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$431k	-5%	2.0k	219.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$405k		618.00	655.78	View chart
At&t (T)	0.0	$402k		19k	20.70	View chart
Amphenol Corp Cl A (APH)	0.0	$400k	NEW	2.3k	176.32	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$392k		6.3k	62.46	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$379k		8.1k	46.92	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$376k		7.9k	47.47	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$370k	+3%	5.4k	69.08	View chart
Morgan Stanley Com New (MS)	0.0	$361k	+32%	1.7k	209.04	View chart
Walt Disney Company (DIS)	0.0	$359k	+5%	3.7k	96.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$356k	+247%	4.4k	80.57	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$352k	-18%	7.7k	45.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$343k		2.9k	117.50	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.0	$338k		6.7k	50.58	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$335k	NEW	4.6k	73.34	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$333k		3.4k	96.56	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$329k		4.9k	67.37	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$327k	+2%	3.8k	85.66	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$321k		5.7k	56.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$318k	NEW	1.7k	189.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$314k	+16%	2.5k	126.58	View chart
Wintrust Financial Corporation (WTFC)	0.0	$309k	+20%	1.9k	160.72	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$304k	+2%	3.2k	96.46	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$302k		767.00	393.96	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$301k		2.5k	122.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$290k	-19%	1.8k	158.03	View chart
Everpure Cl A (P)	0.0	$289k		3.7k	78.79	View chart
Corning Incorporated (GLW)	0.0	$286k	NEW	1.1k	255.43	View chart
Evergy (EVRG)	0.0	$266k		3.1k	86.43	View chart
Deere & Company (DE)	0.0	$265k	NEW	418.00	634.33	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$249k	-17%	10k	23.85	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$245k		2.0k	122.40	View chart
Exelon Corporation (EXC)	0.0	$242k		5.2k	46.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$238k	NEW	945.00	252.23	View chart
Pepsi (PEP)	0.0	$236k	-26%	1.7k	135.36	View chart
Bank of America Corporation (BAC)	0.0	$235k	NEW	4.1k	56.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$230k	-4%	971.00	236.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$230k	NEW	481.00	477.57	View chart
Global X Fds Fintech Etf (FINX)	0.0	$229k	NEW	9.3k	24.69	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$228k		4.2k	54.03	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$220k		20k	11.28	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$218k		2.6k	83.79	View chart
Applied Materials (AMAT)	0.0	$217k	NEW	300.00	723.00	View chart
Emerson Electric (EMR)	0.0	$213k	NEW	1.5k	143.15	View chart
Enterprise Products Partners (EPD)	0.0	$213k		5.8k	36.76	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$213k	NEW	2.6k	81.00	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$212k	NEW	1.8k	119.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$212k		2.2k	96.58	View chart
Snowflake Com Shs (SNOW)	0.0	$211k	NEW	827.00	254.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$210k	NEW	306.00	687.19	View chart
Adtalem Global Ed (CVSA)	0.0	$202k	NEW	1.6k	124.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$202k	NEW	3.6k	55.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$202k	NEW	1.3k	156.30	View chart
Red Cat Hldgs (RCAT)	0.0	$133k		13k	10.65	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$38k		26k	1.45	View chart

Past Filings by Clearwater Capital Advisors

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

Clearwater Capital Advisors 2026 Q2 filed Aug. 6, 2026
Clearwater Capital Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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