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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 36.82% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BINC (+$11M), NEAR (+$9.8M), JSI (+$8.9M), JMUB (+$5.6M), BBAG, LRGF, AVXC, EMXC, LMBS, DGRW.
Started 15 new stock positions in QLD, CRWD, SOXL, SMH, SSO, MA, PSX, PRF, ROM, AMD. DIVO, FTHI, XOM, IEFA, MS.
Reduced shares in these 10 stocks: SCHO (-$8.7M), XC (-$7.2M), GDX, SPMB, IGSB, SCHJ, IBRX, AGG, RING, TBLL.
Sold out of its position in GIGB.
Clearwater Capital Advisors was a net buyer of stock by $46M.
Clearwater Capital Advisors has $1.2B in assets under management (AUM), dropping by 3.29%.
Central Index Key (CIK): 0001690531

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 177 positions in its portfolio as reported in the March 2026 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)	12.8	$159M	+6%	3.1M	50.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.6	$82M	+3%	930k	87.84	View chart
Ishares Tr U S Equity Factr (LRGF)	6.0	$75M	+5%	1.1M	66.00	View chart
Ishares Tr Intl Eqty Factor (INTF)	6.0	$74M	+2%	1.9M	38.96	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	5.5	$68M	+18%	1.3M	51.93	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	4.5	$56M	+8%	1.2M	46.16	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	4.2	$51M	+2%	1.1M	45.65	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.7	$45M	+6%	909k	49.81	View chart
Ishares Msci Emrg Chn (EMXC)	3.3	$41M	+8%	522k	78.66	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	3.2	$40M	+28%	771k	51.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.1	$39M	-4%	734k	52.56	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.9	$36M	+2%	479k	75.49	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	2.5	$31M	+13%	465k	67.63	View chart
Ishares Tr Mbs Etf (MBB)	2.5	$31M	+4%	325k	94.95	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.1	$26M	-14%	282k	91.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$25M	+5%	958k	25.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.9	$24M	+30%	480k	49.99	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$19M	+8%	239k	80.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$18M		624k	29.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$15M	+3%	473k	30.96	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$14M		136k	106.15	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.1	$13M	+6%	212k	62.68	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.0	$13M	+3%	192k	67.22	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.0	$12M	+2%	373k	33.22	View chart
Apple (AAPL)	1.0	$12M		49k	253.79	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.9	$12M	+3%	113k	103.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$9.7M	-7%	97k	99.27	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$9.5M	+6%	203k	46.74	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.8	$9.3M	+8%	246k	38.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$9.2M		21k	436.79	View chart
Ishares Tr Future Exponenti (XT)	0.7	$8.6M	+2%	126k	68.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$7.5M	-3%	70k	106.50	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$7.1M	+19%	261k	27.32	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.6	$7.0M	-50%	225k	31.20	View chart
Immunitybio (IBRX)	0.4	$5.5M	-15%	718k	7.67	View chart
Microsoft Corporation (MSFT)	0.4	$5.3M		14k	370.18	View chart
Spdr Series Trust State Street Spd (SPMB)	0.4	$5.3M	-29%	236k	22.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.8M	-2%	61k	78.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$4.7M	-64%	194k	24.27	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$4.7M		53k	89.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$4.4M	+2%	176k	24.75	View chart
Global X Fds Internet Of Thng (SNSR)	0.3	$3.8M	-5%	103k	37.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$3.6M		29k	125.13	View chart
NVIDIA Corporation (NVDA)	0.3	$3.4M	+32%	20k	174.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.0M	+4%	4.6k	653.24	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$2.8M		65k	43.13	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$2.8M		55k	50.66	View chart
Amazon (AMZN)	0.2	$2.5M	+2%	12k	208.27	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$2.1M	-3%	42k	49.78	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$2.0M	-28%	25k	78.98	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.2	$1.9M		72k	26.42	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$1.8M	-10%	94k	19.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.8M	-4%	22k	84.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.8M		2.7k	650.39	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.8M	-21%	26k	67.59	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.6M		32k	49.40	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.6M		18k	86.36	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.5M	-25%	15k	105.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	+5%	22k	67.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.4M	+25%	9.3k	146.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.3M	+8%	2.2k	577.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M		4.3k	294.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-8%	9.5k	124.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M	+2%	3.2k	367.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M		16k	69.75	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-2%	1.1k	996.64	View chart
Ssga Active Tr State Street Dou (STOT)	0.1	$1.1M		23k	47.13	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$1.1M	-4%	36k	29.05	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		11k	99.97	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.0M		11k	93.66	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$1.0M	-11%	22k	46.80	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M		1.1k	919.77	View chart
Tesla Motors (TSLA)	0.1	$1.0M	+2%	2.7k	371.76	View chart
Broadcom (AVGO)	0.1	$986k	+11%	3.2k	309.51	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$972k		3.8k	257.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$964k	-33%	12k	79.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$920k		18k	49.89	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$908k	+76%	17k	52.76	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$907k	-2%	15k	60.43	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$905k	+2%	5.9k	154.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$883k		27k	32.95	View chart
Meta Platforms Cl A (META)	0.1	$873k	+3%	1.5k	572.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$830k		11k	73.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$830k	+13%	2.9k	286.87	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$825k		23k	35.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$824k	+7%	2.6k	320.81	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$791k	-3%	6.6k	120.04	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.1	$791k	NEW	17k	47.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$782k	+2%	592.00	1320.83	View chart
Johnson & Johnson (JNJ)	0.1	$781k		3.2k	244.46	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$777k		16k	47.83	View chart
McDonald's Corporation (MCD)	0.1	$771k	+5%	2.5k	310.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$729k		25k	29.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$728k	+88%	6.3k	114.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$727k		1.5k	479.26	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$713k		14k	52.30	View chart
Kkr & Co (KKR)	0.1	$710k	+64%	7.7k	92.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$698k		2.4k	287.50	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$690k	+3%	6.3k	109.22	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$687k	-60%	28k	24.73	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$652k	-12%	6.5k	100.19	View chart
Home Depot (HD)	0.1	$648k	-17%	2.0k	328.89	View chart
Amgen (AMGN)	0.1	$640k		1.8k	351.85	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$620k		17k	36.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$615k		14k	45.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$608k		871.00	697.72	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$592k		6.4k	92.35	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$591k		11k	54.09	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$589k	-2%	7.8k	75.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$582k		4.4k	132.90	View chart
At&t (T)	0.0	$568k	+26%	20k	28.99	View chart
Micron Technology (MU)	0.0	$546k		1.6k	337.84	View chart
Ge Aerospace Com New (GE)	0.0	$534k		1.9k	283.74	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$532k	+21%	3.3k	163.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$525k	+33%	10k	50.62	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$492k		11k	46.43	View chart
Philip Morris International (PM)	0.0	$463k	+2%	2.8k	165.36	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$438k	+8%	2.6k	168.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$431k	-2%	1.4k	302.25	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$421k	NEW	9.4k	44.85	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$418k		10k	40.10	View chart
Cisco Systems (CSCO)	0.0	$418k		5.4k	77.59	View chart
Procter & Gamble Company (PG)	0.0	$415k	-24%	2.9k	144.42	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$411k		8.8k	46.74	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$408k		662.00	616.76	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$403k		3.3k	121.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$397k	-2%	2.1k	191.81	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$395k		5.2k	75.19	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$393k	-3%	9.1k	43.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$391k	-21%	4.7k	82.57	View chart
Abbvie (ABBV)	0.0	$377k	+6%	1.7k	217.49	View chart
Pepsi (PEP)	0.0	$370k	+7%	2.4k	155.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$366k	-13%	2.6k	142.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$366k	+17%	1.3k	287.18	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$360k		6.4k	56.19	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$347k		5.2k	66.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$343k		8.1k	42.50	View chart
Walt Disney Company (DIS)	0.0	$340k	+6%	3.5k	96.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$338k	+19%	2.3k	148.10	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$338k		6.7k	50.55	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.0	$316k	NEW	4.0k	78.41	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$314k	NEW	5.2k	61.00	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$300k	-2%	5.7k	52.54	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$295k		20k	15.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$294k	-3%	2.9k	100.62	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$290k	NEW	13k	22.95	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$288k		3.4k	83.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$285k		3.1k	92.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$279k		2.1k	130.94	View chart
Mastercard Incorporated Cl A (MA)	0.0	$270k	NEW	540.00	499.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$266k	-23%	2.6k	100.66	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$265k		2.5k	107.62	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$255k	-2%	3.7k	68.43	View chart
Exelon Corporation (EXC)	0.0	$254k		5.2k	49.02	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$253k	NEW	4.9k	51.88	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$253k		5.4k	46.53	View chart
Evergy (EVRG)	0.0	$252k		3.1k	81.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$241k	NEW	629.00	383.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$241k		767.00	313.81	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$226k		11k	21.42	View chart
Advanced Micro Devices (AMD)	0.0	$226k	NEW	1.1k	203.42	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$223k		7.9k	28.23	View chart
Wintrust Financial Corporation (WTFC)	0.0	$222k	+7%	1.6k	138.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$220k	+5%	1.0k	215.06	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$220k		2.0k	109.77	View chart
Enterprise Products Partners (EPD)	0.0	$220k	-7%	5.8k	37.84	View chart
Everpure Cl A (PSTG)	0.0	$217k		3.7k	59.04	View chart
Exxon Mobil Corporation (XOM)	0.0	$216k	NEW	1.3k	169.70	View chart
Morgan Stanley Com New (MS)	0.0	$215k	NEW	1.3k	164.57	View chart
Phillips 66 (PSX)	0.0	$214k	NEW	1.2k	182.12	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$212k		2.6k	81.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$212k	NEW	542.00	390.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$204k		3.2k	64.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$202k	NEW	2.2k	90.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$201k	NEW	4.2k	47.53	View chart
Red Cat Hldgs (RCAT)	0.0	$164k		13k	13.09	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$45k		26k	1.70	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 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
Clearwater Capital Advisors 2022 Q2 filed July 21, 2022

View all past filings

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