Bsc Private Wealth Management

Clearwater Capital Advisors as of March 31, 2026

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