Bsc Private Wealth Management

Clearwater Capital Advisors as of June 30, 2026

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