Clearwater Capital Advisors, LLC
13F Reported Value
ⓘ$1.2B
Holdings
177
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Clearwater Capital Advisors, LLC disclosed 177 positions worth $1.2B in its Form 13F-HR for Q1 2026, followed by $WT. During the quarter the fund opened 10 new positions and exited 0. The portfolio is most concentrated in Other (85.5% of disclosed assets). All figures are sourced directly from Clearwater Capital Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1690531.
AI Fund Analysis
Concentrating
$WT$WTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES U S ETF TR
—Quality
$158.5M3,117,801 sh- 62.9#716
Quality
$81.7M930,174 sh ISHARES TR
—Quality
$74.5M1,128,442 shISHARES TR
—Quality
$73.8M1,894,582 shBLACKROCK ETF TRUST II
—Quality
$67.7M1,304,331 shJ P MORGAN EXCHANGE TRADED F
—Quality
$55.5M1,201,541 shSPDR INDEX SHS FDS
—Quality
$51.4M1,126,738 shFIRST TR EXCHANGE-TRADED FD
—Quality
$45.3M909,130 shISHARES INC
—Quality
$41.1M521,935 shJANUS DETROIT STR TR
—Quality
$39.8M771,127 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES U S ETF TR | — | $158.5M | 3,117,801 |
| WisdomTree, Inc.$WT | 62.9#716 | $81.7M | 930,174 |
| ISHARES TR | — | $74.5M | 1,128,442 |
| ISHARES TR | — | $73.8M | 1,894,582 |
| BLACKROCK ETF TRUST II | — | $67.7M | 1,304,331 |
| J P MORGAN EXCHANGE TRADED F | — | $55.5M | 1,201,541 |
| SPDR INDEX SHS FDS | — | $51.4M | 1,126,738 |
| FIRST TR EXCHANGE-TRADED FD | — | $45.3M | 909,130 |
| ISHARES INC | — | $41.1M | 521,935 |
| JANUS DETROIT STR TR | — | $39.8M | 771,127 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clearwater Capital Advisors, LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$1.1B
Financials
$133.2M
Technology
$28.0M
Healthcare
$8.3M
Consumer Discretionary
$5.0M
Industrials
$1.8M
Consumer Staples
$1.2M
Communication Services
$907,619
Full Holdings — Clearwater Capital Advisors, LLC (Q1 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES U S ETF TR | $158.5M | 12.8% | +7% | — |
| 2 | $WT | WisdomTree, Inc. | $81.7M | 6.6% | +3% | 62.9 |
| 3 | — | ISHARES TR | $74.5M | 6.0% | +6% | — |
| 4 | — | ISHARES TR | $73.8M | 6.0% | +3% | — |
| 5 | — | BLACKROCK ETF TRUST II | $67.7M | 5.5% | +19% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $55.5M | 4.5% | +8% | — |
| 7 | — | SPDR INDEX SHS FDS | $51.4M | 4.2% | +2% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD | $45.3M | 3.6% | +7% | — |
| 9 | — | ISHARES INC | $41.1M | 3.3% | +9% | — |
| 10 | — | JANUS DETROIT STR TR | $39.8M | 3.2% | +29% | — |
| 11 | — | ISHARES TR | $38.6M | 3.1% | -5% | — |
| 12 | — | ISHARES TR | $36.2M | 2.9% | +2% | — |
| 13 | — | AMERICAN CENTY ETF TR | $31.4M | 2.5% | +14% | — |
| 14 | — | ISHARES TR | $30.9M | 2.5% | +4% | — |
| 15 | — | VANECK ETF TRUST | $25.9M | 2.1% | -15% | — |
| 16 | — | SCHWAB STRATEGIC TR | $24.6M | 2.0% | +6% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $24.0M | 1.9% | +30% | — |
| 18 | — | AMERICAN CENTY ETF TR | $19.3M | 1.6% | +9% | — |
| 19 | — | SCHWAB STRATEGIC TR | $18.1M | 1.5% | +2% | — |
| 20 | — | SCHWAB STRATEGIC TR | $14.6M | 1.2% | +4% | — |
| 21 | — | ISHARES TR | $14.4M | 1.2% | +1% | — |
| 22 | — | FIRST TR EXCHANGE-TRADED FD | $13.3M | 1.1% | +6% | — |
| 23 | $WT | WisdomTree, Inc. | $12.9M | 1.0% | +4% | 62.9 |
| 24 | — | GLOBAL X FDS | $12.4M | 1.0% | +2% | — |
| 25 |  $AAPL | Apple Inc. | $12.3M | 1.0% | -0% | 76.1 |
| 26 | — | FIRST TR EXCHANGE-TRADED FD | $11.6M | 0.9% | +3% | — |
| 27 | — | ISHARES TR | $9.7M | 0.8% | -8% | — |
| 28 | — | SCHWAB STRATEGIC TR | $9.5M | 0.8% | +7% | — |
| 29 | — | ARK ETF TR | $9.3M | 0.8% | +8% | — |
| 30 | — | VANGUARD INDEX FDS | $9.2M | 0.7% | -0% | — |
| 31 | — | ISHARES TR | $8.6M | 0.7% | +2% | — |
| 32 | — | ISHARES TR | $7.5M | 0.6% | -3% | — |
| 33 | $WT | WisdomTree, Inc. | $7.1M | 0.6% | +19% | 62.9 |
| 34 | $WT | WisdomTree, Inc. | $7.0M | 0.6% | -51% | 62.9 |
| 35 |  $IBRX | ImmunityBio, Inc. | $5.5M | 0.4% | -15% | 30 |
| 36 |  $MSFT | MICROSOFT CORP | $5.3M | 0.4% | -0% | 83.7 |
| 37 | — | SPDR SERIES TRUST | $5.3M | 0.4% | -29% | — |
| 38 | — | ISHARES TR | $4.8M | 0.4% | -2% | — |
| 39 | — | SCHWAB STRATEGIC TR | $4.7M | 0.4% | -65% | — |
| 40 | $WT | WisdomTree, Inc. | $4.7M | 0.4% | -0% | 62.9 |
| 41 | — | SCHWAB STRATEGIC TR | $4.4M | 0.3% | +2% | — |
| 42 | — | GLOBAL X FDS | $3.8M | 0.3% | -5% | — |
| 43 | — | GOLDMAN SACHS ETF TR | $3.6M | 0.3% | +0% | — |
| 44 |  $NVDA | NVIDIA CORP | $3.4M | 0.3% | +33% | 90.2 |
| 45 | — | ISHARES TR | $3.0M | 0.2% | +5% | — |
| 46 |  $GS | GOLDMAN SACHS GROUP INC | $2.8M | 0.2% | +0% | — |
| 47 | — | FIRST TR EXCH TRADED FD III | $2.8M | 0.2% | -1% | — |
| 48 |  $AMZN | AMAZON COM INC | $2.5M | 0.2% | +3% | 74.6 |
| 49 | — | VANGUARD BD INDEX FDS | $2.1M | 0.2% | -4% | — |
| 50 | — | ISHARES INC | $2.0M | 0.2% | -29% | — |
| 51 | — | ARK ETF TR | $1.9M | 0.1% | -1% | — |
| 52 | — | GLOBAL X FDS | $1.8M | 0.1% | -11% | — |
| 53 | — | AMERICAN CENTY ETF TR | $1.8M | 0.1% | -4% | — |
| 54 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.1% | +1% | — |
| 55 | — | ARK ETF TR | $1.8M | 0.1% | -21% | — |
| 56 | — | DBX ETF TR | $1.6M | 0.1% | +0% | — |
| 57 | $WT | WisdomTree, Inc. | $1.6M | 0.1% | +0% | 62.9 |
| 58 |  $IVZ | Invesco Ltd. | $1.5M | 0.1% | -26% | — |
| 59 | — | ISHARES TR | $1.5M | 0.1% | +5% | — |
| 60 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.1% | +25% | 85.8 |
| 61 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.1% | +8% | — |
| 62 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.1% | +1% | 35.6 |
| 63 | — | ISHARES TR | $1.2M | 0.1% | -9% | — |
| 64 | — | VANGUARD WORLD FD | $1.2M | 0.1% | +2% | — |
| 65 | — | ISHARES INC | $1.1M | 0.1% | -0% | — |
| 66 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | -2% | 67 |
| 67 | — | SSGA ACTIVE TR | $1.1M | 0.1% | +1% | — |
| 68 | — | ISHARES TR | $1.1M | 0.1% | -4% | — |
| 69 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 70 | — | FIRST TR EXCHANGE TRADED FD | $1.0M | 0.1% | -0% | — |
| 71 | — | AMERICAN CENTY ETF TR | $1.0M | 0.1% | -12% | — |
| 72 |  $LLY | ELI LILLY & Co | $1.0M | 0.1% | +2% | 89.3 |
| 73 |  $TSLA | Tesla, Inc. | $1.0M | 0.1% | +2% | 50.1 |
| 74 |  $AVGO | Broadcom Inc. | $985,480 | 0.1% | +12% | 86.4 |
| 75 | — | VANGUARD INDEX FDS | $971,754 | 0.1% | +0% | — |
| 76 | — | VANGUARD SCOTTSDALE FDS | $963,765 | 0.1% | -33% | — |
| 77 | — | VANGUARD MUN BD FDS | $920,072 | 0.1% | +1% | — |
| 78 |  $GBTC | Grayscale Bitcoin Trust ETF | $908,000 | 0.1% | +76% | — |
| 79 | — | ISHARES INC | $907,009 | 0.1% | -2% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED ALP | $905,434 | 0.1% | +2% | — |
| 81 | — | SCHWAB STRATEGIC TR | $882,576 | 0.1% | -1% | — |
| 82 |  $META | Meta Platforms, Inc. | $873,194 | 0.1% | +4% | 80.9 |
| 83 | $IVZ | Invesco Ltd. | $830,213 | 0.1% | +0% | — |
| 84 |  $GOOGL | Alphabet Inc. | $830,193 | 0.1% | +14% | 80.2 |
| 85 | $WT | WisdomTree, Inc. | $825,075 | 0.1% | -0% | 62.9 |
| 86 | — | VANGUARD INDEX FDS | $823,841 | 0.1% | +8% | — |
| 87 | — | VANECK ETF TRUST | $791,184 | 0.1% | -4% | — |
| 88 | — | DIREXION SHARES ETF TRUST | $791,130 | 0.1% | NEW | — |
| 89 |  $ASML | ASML HOLDING NV | $781,932 | 0.1% | +2% | — |
| 90 |  $JNJ | JOHNSON & JOHNSON | $781,042 | 0.1% | +1% | 72.8 |
| 91 | — | SPDR SERIES TRUST | $777,238 | 0.1% | +0% | — |
| 92 |  $MCD | MCDONALDS CORP | $771,271 | 0.1% | +5% | 73.9 |
| 93 | — | SCHWAB STRATEGIC TR | $729,445 | 0.1% | +0% | — |
| 94 |  $BX | Blackstone Inc. | $728,099 | 0.1% | +88% | 68 |
| 95 |  $BRK.B | BERKSHIRE HATHAWAY INC | $727,041 | 0.1% | +0% | 64.5 |
| 96 | $WT | WisdomTree, Inc. | $713,372 | 0.1% | +0% | 62.9 |
| 97 |  $KKR | KKR & Co. Inc. | $710,400 | 0.1% | +65% | 49.8 |
| 98 |  $GOOG | Alphabet Inc. | $698,348 | 0.1% | +1% | 80.2 |
| 99 | $WT | WisdomTree, Inc. | $689,943 | 0.1% | +4% | 62.9 |
| 100 | — | SCHWAB STRATEGIC TR | $687,355 | 0.1% | -60% | — |
| 101 | $GS | GOLDMAN SACHS GROUP INC | $651,536 | 0.1% | -13% | — |
| 102 |  $HD | HOME DEPOT, INC. | $648,243 | 0.1% | -18% | 69.2 |
| 103 |  $AMGN | AMGEN INC | $639,664 | 0.1% | +0% | 79.5 |
| 104 | — | ISHARES TR | $619,612 | 0.1% | +0% | — |
| 105 | $IVZ | Invesco Ltd. | $615,084 | 0.1% | +0% | — |
| 106 | — | VANGUARD WORLD FD | $607,715 | 0.1% | +0% | — |
| 107 | — | FIRST TR EXCHANGE-TRADED ALP | $591,687 | 0.1% | +0% | — |
| 108 | $WT | WisdomTree, Inc. | $591,366 | 0.1% | +0% | 62.9 |
| 109 | — | AMPLIFY ETF TR | $588,481 | 0.1% | -3% | — |
| 110 | — | SELECT SECTOR SPDR TR | $581,704 | 0.1% | -2% | — |
| 111 |  $T | AT&T INC. | $567,918 | 0.1% | +27% | 71.9 |
| 112 |  $MU | MICRON TECHNOLOGY INC | $546,288 | 0.0% | +1% | 88.4 |
| 113 |  $GE | GENERAL ELECTRIC CO | $533,718 | 0.0% | +1% | 74.8 |
| 114 | — | FIRST TR EXCHANGE-TRADED FD | $531,654 | 0.0% | +22% | — |
| 115 | — | ISHARES TR | $525,335 | 0.0% | +34% | — |
| 116 | — | VANECK ETF TRUST | $491,694 | 0.0% | +0% | — |
| 117 |  $PM | Philip Morris International Inc. | $462,685 | 0.0% | +2% | 80.5 |
| 118 | — | ISHARES TR | $438,166 | 0.0% | +9% | — |
| 119 | — | VANGUARD INDEX FDS | $431,311 | 0.0% | -3% | — |
| 120 | — | AMPLIFY ETF TR | $420,828 | 0.0% | +17% | — |
| 121 | — | WISDOMTREE TR | $418,187 | 0.0% | -1% | — |
| 122 |  $CSCO | CISCO SYSTEMS, INC. | $417,921 | 0.0% | -0% | 72.3 |
| 123 |  $PG | PROCTER & GAMBLE Co | $415,068 | 0.0% | -24% | 72.9 |
| 124 | $IVZ | Invesco Ltd. | $410,705 | 0.0% | +0% | — |
| 125 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $408,296 | 0.0% | +0% | — |
| 126 | — | FIRST TR EXCHANGE-TRADED ALP | $402,484 | 0.0% | +0% | — |
| 127 | — | ISHARES TR | $397,239 | 0.0% | -2% | — |
| 128 | $IVZ | Invesco Ltd. | $394,598 | 0.0% | +0% | — |
| 129 | $GS | GOLDMAN SACHS GROUP INC | $393,165 | 0.0% | -3% | — |
| 130 | — | ISHARES TR | $391,382 | 0.0% | -22% | — |
| 131 |  $ABBV | AbbVie Inc. | $376,476 | 0.0% | +6% | 59.3 |
| 132 |  $PEP | PEPSICO INC | $369,652 | 0.0% | +7% | 62.7 |
| 133 | — | ISHARES TR | $366,282 | 0.0% | -13% | — |
| 134 | — | VANGUARD INDEX FDS | $365,868 | 0.0% | +18% | — |
| 135 | — | FIRST TR EXCHANGE-TRADED FD | $359,560 | 0.0% | -1% | — |
| 136 | $IVZ | Invesco Ltd. | $347,071 | 0.0% | -0% | — |
| 137 | — | ISHARES TR | $342,893 | 0.0% | +0% | — |
| 138 |  $DIS | Walt Disney Co | $339,701 | 0.0% | +7% | 68.9 |
| 139 | — | VANGUARD WHITEHALL FDS | $338,261 | 0.0% | +19% | — |
| 140 | $GS | GOLDMAN SACHS GROUP INC | $338,129 | 0.0% | +0% | — |
| 141 |  $AGQ | ProShares Trust II | $316,064 | 0.0% | NEW | — |
| 142 | — | PROSHARES TR | $314,197 | 0.0% | NEW | — |
| 143 | $WT | WisdomTree, Inc. | $300,372 | 0.0% | -3% | 62.9 |
| 144 |  $ETHW | Bitwise Ethereum ETF | $294,840 | 0.0% | +1% | — |
| 145 | — | ISHARES TR | $293,610 | 0.0% | -4% | — |
| 146 | — | FIRST TR EXCHANGE TRADED FD | $290,272 | 0.0% | +96% | — |
| 147 | — | ISHARES TR | $287,500 | 0.0% | +0% | — |
| 148 | — | ISHARES TR | $285,176 | 0.0% | +0% | — |
| 149 |  $DUK | Duke Energy CORP | $278,510 | 0.0% | -1% | 64 |
| 150 |  $MA | Mastercard Inc | $269,817 | 0.0% | NEW | 81.7 |
| 151 | — | ISHARES TR | $265,944 | 0.0% | -24% | — |
| 152 | $IVZ | Invesco Ltd. | $265,176 | 0.0% | +0% | — |
| 153 | — | EXCHANGE TRADED CONCEPTS TRU | $255,450 | 0.0% | -2% | — |
| 154 |  $EXC | EXELON CORP | $253,924 | 0.0% | +0% | 63.9 |
| 155 | — | PROSHARES TR | $253,049 | 0.0% | NEW | — |
| 156 | — | ISHARES TR | $252,891 | 0.0% | +0% | — |
| 157 |  $EVRG | Evergy, Inc. | $251,823 | 0.0% | +0% | 56.2 |
| 158 | — | VANECK ETF TRUST | $241,119 | 0.0% | -94% | — |
| 159 | — | ISHARES TR | $240,693 | 0.0% | -1% | — |
| 160 | $IVZ | Invesco Ltd. | $226,440 | 0.0% | -1% | — |
| 161 |  $AMD | ADVANCED MICRO DEVICES INC | $225,801 | 0.0% | NEW | 78.8 |
| 162 | $WT | WisdomTree, Inc. | $223,421 | 0.0% | -1% | 62.9 |
| 163 |  $WTFC | WINTRUST FINANCIAL CORP | $221,749 | 0.0% | +7% | 34.1 |
| 164 | — | VANGUARD SPECIALIZED FUNDS | $219,577 | 0.0% | +5% | — |
| 165 | — | FIRST TR EXCHANGE-TRADED FD | $219,540 | 0.0% | +0% | — |
| 166 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $219,472 | 0.0% | -8% | 66.4 |
| 167 | — | EVERPURE INC | $216,736 | 0.0% | +0% | — |
| 168 |  $XOM | EXXON MOBIL CORP | $215,686 | 0.0% | NEW | 61.8 |
| 169 |  $MS | MORGAN STANLEY | $214,764 | 0.0% | NEW | — |
| 170 |  $PSX | Phillips 66 | $213,809 | 0.0% | NEW | 47.6 |
| 171 | $WT | WisdomTree, Inc. | $211,900 | 0.0% | +0% | 62.9 |
| 172 |  $CRWD | CrowdStrike Holdings, Inc. | $211,603 | 0.0% | NEW | 55 |
| 173 | — | VANGUARD TAX-MANAGED FDS | $203,839 | 0.0% | -1% | — |
| 174 | — | ISHARES TR | $202,335 | 0.0% | -35% | — |
| 175 | $IVZ | Invesco Ltd. | $200,720 | 0.0% | NEW | — |
| 176 |  $RCAT | Red Cat Holdings, Inc. | $163,625 | 0.0% | +0% | 30 |
| 177 |  $NNDM | Nano Dimension Ltd. | $44,801 | 0.0% | +0% | — |
New Positions (10)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Clearwater Capital Advisors, LLC including:
Track Clearwater Capital Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Clearwater Capital Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Clearwater Capital Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Clearwater Capital Advisors, LLC (SEC CIK: 1690531), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Clearwater Capital Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.