Clearwater Capital Advisors, LLC
Sector Allocation
- Other85.5%$1.2B
- Financials10.3%$140.5M
- Technology2.6%$35.8M
- Healthcare0.7%$9.9M
- Consumer Discretionary0.4%$6.0M
- Consumer Staples0.2%$2.2M
- Industrials0.1%$1.5M
- Utilities0.1%$820,717
- Communication Services0.1%$761,224
- Materials0.0%$286,082
AUM History
13fpro.ai/research/fund/clearwater-capital-advisors-llc-1690531
Conviction and streaks
Stable · top 10 = 55.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$164.6M
WT
$89.7M- ISHARES$86.9M
- ISHARES$77.6M
- BLACKROCK$74.8M
- J$59.3M
- SPDR$56.0M
- ISHARES$51.6M
- FIRST$47.4M
- JANUS$44.4M
- ISHARES$42.3M
- AMERICAN$40.6M
- ISHARES$38.8M
- ISHARES$32.9M
- SCHWAB$28.6M
- J$25.3M
- AMERICAN$22.4M
- VANECK$22.0M
- SCHWAB$21.8M
- FIRST$19.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clearwater-capital-advisors-llc-1690531
Clearwater Capital Advisors, LLC 13F holdings — Q2 2026
$1.4B portfolio (+10.1% QoQ) · 189 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
- 1
ISHARES U S ETF TR - SHOR DURA BD ETF
$164.6M
12.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $89.7M
6.6% of stocks
+0.9%This quarter-2.3%Since filed10+ qtrsHeldAIQuality61.4#787Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 3
ISHARES TR - U S EQUITY FACTR
$86.9M
6.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - INTL EQTY FACTOR
$77.6M
5.7% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF
$74.8M
5.5% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - BETABUILDERS US
$59.3M
4.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR INDEX SHS FDS - ST STR PO EX ETF
$56.0M
4.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES INC - MSCI EMRG CHN
$51.6M
3.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT
$47.4M
3.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
JANUS DETROIT STR TR - HEND SECU IN ETF
$44.4M
3.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES U S ETF TR - SHOR DURA BD ETF | $164.6M | 12.1% | +4% | — | — | — | — | |
| 2 | $89.7M | 6.6% | +0.9% | -2.3% | 10+ qtrsTrimmed 2 qtrs in a row | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - U S EQUITY FACTR | $86.9M | 6.4% | +2% | — | — | — | — | |
| 4 | ISHARES TR - INTL EQTY FACTOR | $77.6M | 5.7% | +0.0% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $74.8M | 5.5% | +10% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $59.3M | 4.3% | +7% | — | — | — | — | |
| 7 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $56.0M | 4.1% | -1% | — | — | — | — | |
| 8 | ISHARES INC - MSCI EMRG CHN | $51.6M | 3.8% | -3% | — | — | — | — | |
| 9 | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $47.4M | 3.5% | +5% | — | — | — | — | |
| 10 | JANUS DETROIT STR TR - HEND SECU IN ETF | $44.4M | 3.3% | +13% | — | — | — | — |
All holdings — Clearwater Capital Advisors, LLC (Q2 2026)
189 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - US SML CAP EQTetf/fund | — | $42.3M | 3.1% | 475K | -0.9% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETFetf/fund | — | $40.6M | 3.0% | 474K | +2% | — | — | 13F |
| 13 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $38.8M | 2.8% | 740K | +0.8% | — | — | 13F |
| 14 | — | ISHARES TR - MBS ETFetf/fund | — | $32.9M | 2.4% | 348K | +7% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $28.6M | 2.1% | 972K | +1% | — | — | 13F |
| 16 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $25.3M | 1.9% | 500K | +4% | — | — | 13F |
| 17 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $22.4M | 1.6% | 246K | +3% | — | — | 13F |
| 18 | — | VANECK ETF TRUST - GOLD MINERS ETFetf/fund | — | $22.0M | 1.6% | 292K | +4% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $21.8M | 1.6% | 602K | -4% | — | — | 13F |
| 20 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $19.1M | 1.4% | 213K | +0.5% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $17.1M | 1.3% | 465K | -2% | — | — | 13F |
| 22 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $14.6M | 1.1% | 135K | -0.3% | — | — | 13F |
| 23 | WisdomTree, Inc. | Financials | $14.6M | 1.1% | 192K | +0.2% | 10+ qtrsTrimmed 2 qtrs in a row | 61.4 | 13F | |
| 24 | Apple Inc. | Technology | $14.5M | 1.1% | 50K | +3% | 10+ qtrs | 75.7 | 13F | |
| 25 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $14.3M | 1.1% | 377K | +1% | — | — | 13F |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $12.6M | 0.9% | 115K | +2% | |||
| 27 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $10.8M | 0.8% | 125K | +494% | |||
| 28 | — | ARK ETF TR - BLOC FIN INN ETF | — | $10.3M | 0.8% | 262K | +7% | |||
| 29 | — | ISHARES TR - FUTU EXPO TE ETF | — | $10.1M | 0.7% | 122K | -3% | |||
| 30 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $9.9M | 0.7% | 205K | +0.8% | |||
| 31 | $WT | WisdomTree, Inc. | Financials | $9.4M | 0.7% | 294K | +13% | |||
| 32 | — | ISHARES TR - CORE US AGGBD ET | — | $9.4M | 0.7% | 95K | -2% | |||
| 33 | — | ISHARES TR - SHRT NAT MUN ETF | — | $7.5M | 0.6% | 71K | +0.1% | |||
| 34 | $IBRX | ImmunityBio, Inc. | Healthcare | $6.3M | 0.5% | 718K | — | |||
| 35 | $MSFT | MICROSOFT CORP | Technology | $5.6M | 0.4% | 15K | +5% | |||
| 36 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $5.0M | 0.4% | 180K | +2% | |||
| 37 | $WT | WisdomTree, Inc. | Financials | $5.0M | 0.4% | 52K | -2% | |||
| 38 | — | SPDR SERIES TRUST - ST STR BACKE ETF | — | $4.9M | 0.4% | 222K | -6% | |||
| 39 | — | ISHARES TR - EAFE SML CP ETF | — | $4.8M | 0.3% | 59K | -4% | |||
| 40 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $4.6M | 0.3% | 32K | +12% | |||
| 41 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $4.4M | 0.3% | 16K | -1.0% | |||
| 42 | $NVDA | NVIDIA CORP | Technology | $4.2M | 0.3% | 21K | +7% | |||
| 43 | — | GLOBAL X FDS - INTERNET OF THNG | — | $4.2M | 0.3% | 84K | -19% | |||
| 44 | — | ISHARES TR - CORE S&P500 ETF | — | $3.4M | 0.3% | 4,570 | -1% | |||
| 45 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.3M | 0.2% | 71K | +10% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.1M | 0.2% | 13K | +7% | |||
| 47 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $2.9M | 0.2% | 56K | +2% | |||
| 48 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $2.5M | 0.2% | 105K | -46% | |||
| 49 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.1% | 2,832 | +3% | |||
| 50 | — | GLOBAL X FDS - CLOUD COMPUTNG | — | $2.0M | 0.1% | 87K | -7% | |||
| 51 | $MU | MICRON TECHNOLOGY INC | Technology | $2.0M | 0.1% | 1,719 | +6% | |||
| 52 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $2.0M | 0.1% | 40K | -6% | |||
| 53 | — | ARK ETF TR - INNOVATION ETF | — | $2.0M | 0.1% | 24K | -6% | |||
| 54 | — | ARK ETF TR - GENOMIC REV ETF | — | $1.9M | 0.1% | 45K | -37% | |||
| 55 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $1.8M | 0.1% | 20K | -8% | |||
| 56 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $1.7M | 0.1% | 32K | -0.8% | |||
| 57 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.1% | 18K | — | |||
| 58 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.7M | 0.1% | 21K | -3% | |||
| 59 | $JPM | JPMORGAN CHASE & CO | Financials | $1.6M | 0.1% | 4,937 | +14% | |||
| 60 | — | ISHARES INC - MSCI GBL GOLD MN | — | $1.6M | 0.1% | 25K | -0.6% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.1% | 15K | — | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $1.5M | 0.1% | 1,287 | +17% | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.5M | 0.1% | 2,037 | -8% | |||
| 64 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $1.4M | 0.1% | 16K | +387% | |||
| 65 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.3M | 0.1% | 8,876 | -6% | |||
| 66 | — | ISHARES INC - CORE MSCI EMKT | — | $1.3M | 0.1% | 16K | -2% | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.1% | 3,059 | +13% | |||
| 68 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.3M | 0.1% | 11K | — | |||
| 69 | — | ISHARES TR - GLOBAL TECH ETF | — | $1.3M | 0.1% | 8,676 | -18% | |||
| 70 | $PLTR | Palantir Technologies Inc. | Technology | $1.2M | 0.1% | 11K | +15% | |||
| 71 | $ASML | ASML HOLDING NV | Technology | $1.2M | 0.1% | 619 | +5% | |||
| 72 | — | SSGA ACTIVE TR - ST STR TOTAL ETF | — | $1.2M | 0.1% | 25K | +10% | |||
| 73 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.2M | 0.1% | 3,784 | +0.2% | |||
| 74 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.1M | 0.1% | 33K | +33% | |||
| 75 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $1.1M | 0.1% | 5,754 | -2% | |||
| 76 | — | ISHARES TR - GENOMICS IMMUN | — | $1.1M | 0.1% | 33K | -9% | |||
| 77 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.1% | 3,083 | +27% | |||
| 78 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.1% | 3,009 | +4% | |||
| 79 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.0M | 0.1% | 1,110 | +1% | |||
| 80 | — | ISHARES INC - EMNG MKTS EQT | — | $1.0M | 0.1% | 14K | -6% | |||
| 81 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | — | $1.0M | 0.1% | 22K | — | |||
| 82 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $950K | 0.1% | 2,568 | — | |||
| 83 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $947K | 0.1% | 19K | +2% | |||
| 84 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $933K | 0.1% | 12K | -3% | |||
| 85 | $JNJ | JOHNSON & JOHNSON | Healthcare | $915K | 0.1% | 3,603 | +13% | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $912K | 0.1% | 22K | -2% | |||
| 87 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $910K | 0.1% | 25K | -6% | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $877K | 0.1% | 14K | — | |||
| 89 | $AVGO | Broadcom Inc. | Technology | $853K | 0.1% | 2,257 | -29% | |||
| 90 | — | SCHWAB STRATEGIC TR - 1 5YR CORP BD | — | $850K | 0.1% | 34K | +24% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $850K | 0.1% | 11K | — | |||
| 92 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $844K | 0.1% | 8,047 | +3% | |||
| 93 | $META | Meta Platforms, Inc. | Technology | $841K | 0.1% | 1,492 | -2% | |||
| 94 | — | VANGUARD WORLD FD - INF TECH ETF | — | $833K | 0.1% | 6,968 | +700% | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $832K | 0.1% | 4,365 | -0.3% | |||
| 96 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $794K | 0.1% | 1,587 | +5% | |||
| 97 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $782K | 0.1% | 17K | -0.2% | |||
| 98 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $779K | 0.1% | 16K | — | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $778K | 0.1% | 4,059 | +25% | |||
| 100 | $WT | WisdomTree, Inc. | Financials | $777K | 0.1% | 14K | — | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $774K | 0.1% | 6,593 | +22% | |||
| 102 | $AMGN | AMGEN INC | Healthcare | $731K | 0.1% | 2,018 | +11% | |||
| 103 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $723K | 0.1% | 2,051 | +4% | |||
| 104 | $GE | GENERAL ELECTRIC CO | Industrials | $720K | 0.1% | 1,928 | +2% | |||
| 105 | $BX | Blackstone Inc. | Financials | $719K | 0.1% | 6,113 | -3% | |||
| 106 | $KKR | KKR & Co. Inc. | Financials | $705K | 0.1% | 7,680 | — | |||
| 107 | $MCD | MCDONALDS CORP | Consumer Discretionary | $692K | 0.1% | 2,560 | +3% | |||
| 108 | $WT | WisdomTree, Inc. | Financials | $673K | 0.1% | 5,919 | -6% | |||
| 109 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $652K | 0.1% | 1,122 | +1% | |||
| 110 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $633K | 0.1% | 6,441 | -2% | |||
| 111 | $AGQ | ProShares Trust II | Financials | $626K | 0.1% | 4,031 | — | |||
| 112 | — | ISHARES TR - BROAD USD HIGH | — | $623K | 0.1% | 17K | — | |||
| 113 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $604K | 0.0% | 6,235 | -3% | |||
| 114 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $581K | 0.0% | 6,454 | New | |||
| 115 | $GS | GOLDMAN SACHS GROUP INC | Financials | $580K | 0.0% | 5,793 | -11% | |||
| 116 | — | ISHARES TR - FUTU AI TECH ETF | — | $579K | 0.0% | 7,598 | +40% | |||
| 117 | $WT | WisdomTree, Inc. | Financials | $571K | 0.0% | 11K | -3% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $561K | 0.0% | 8,787 | — | |||
| 119 | — | ISHARES TR - ULTRA SHORT DUR | — | $525K | 0.0% | 10K | — | |||
| 120 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $522K | 0.0% | 1,427 | — | |||
| 121 | — | ISHARES TR - CORE DIV GRWTH | — | $517K | 0.0% | 6,820 | New | |||
| 122 | $PM | Philip Morris International Inc. | Consumer Staples | $514K | 0.0% | 2,841 | +2% | |||
| 123 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $498K | 0.0% | 5,151 | — | |||
| 124 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $494K | 0.0% | 647 | +19% | |||
| 125 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | — | $473K | 0.0% | 10K | -5% | |||
| 126 | $IVZ | Invesco Ltd. | Financials | $473K | 0.0% | 5,248 | — | |||
| 127 | — | WISDOMTREE TR - EM EX ST-OWNED | — | $471K | 0.0% | 9,575 | -8% | |||
| 128 | — | ISHARES TR - MSCI USA VALUE | — | $471K | 0.0% | 2,356 | -9% | |||
| 129 | $GS | GOLDMAN SACHS GROUP INC | Financials | $468K | 0.0% | 8,991 | -1% | |||
| 130 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $466K | 0.0% | 662 | — | |||
| 131 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $454K | 0.0% | 3,099 | +8% | |||
| 132 | $ABBV | AbbVie Inc. | Healthcare | $448K | 0.0% | 1,781 | +3% | |||
| 133 | — | ISHARES TR - ISHARES BIOTECH | — | $440K | 0.0% | 2,314 | -11% | |||
| 134 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $434K | 0.0% | 3,101 | -6% | |||
| 135 | — | ISHARES TR - MSCI USA QLT FCT | — | $431K | 0.0% | 1,965 | -5% | |||
| 136 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $405K | 0.0% | 618 | -2% | |||
| 137 | $T | AT&T INC. | Communication Services | $402K | 0.0% | 19K | -0.9% | |||
| 138 | $APH | AMPHENOL CORP /DE/ | Technology | $400K | 0.0% | 2,267 | New | |||
| 139 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $392K | 0.0% | 6,279 | -2% | |||
| 140 | — | ISHARES TR - HDG MSCI EAFE | — | $379K | 0.0% | 8,069 | — | |||
| 141 | $WT | WisdomTree, Inc. | Financials | $376K | 0.0% | 7,914 | — | |||
| 142 | $IVZ | Invesco Ltd. | Financials | $370K | 0.0% | 5,351 | +3% | |||
| 143 | $MS | MORGAN STANLEY | Financials | $361K | 0.0% | 1,727 | +32% | |||
| 144 | $DIS | Walt Disney Co | Communication Services | $359K | 0.0% | 3,733 | +6% | |||
| 145 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $356K | 0.0% | 4,424 | +247% | |||
| 146 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $352K | 0.0% | 7,694 | -18% | |||
| 147 | — | ISHARES TR - S&P MC 400GR ETF | — | $343K | 0.0% | 2,918 | — | |||
| 148 | $GS | GOLDMAN SACHS GROUP INC | Financials | $338K | 0.0% | 6,689 | — | |||
| 149 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $335K | 0.0% | 4,561 | New | |||
| 150 | — | ISHARES TR - MRGSTR MD CP ETF | — | $333K | 0.0% | 3,446 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 72 added to, 61 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
- AMERICAN CENTY ETF TR - AVANTIS US LARG$581K
first bought this quarter
- ISHARES TR - CORE DIV GRWTH$517K
first bought this quarter
$APHAMPHENOL CORP /DE/$400K
first bought this quarter
- AMERICAN CENTY ETF TR - AVAN US SMAL ETF$335K
first bought this quarter
$RTXRTX Corp$318K
first bought this quarter
$GLWCORNING INC /NY$286K
first bought this quarter
+14 more in the Excel export
Added to (72)
- VANGUARD INDEX FDS - GROWTH ETF+494%
now $10.8M
- ISHARES U S ETF TR - SHOR DURA BD ETF+4%
now $164.6M
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+10%
now $74.8M
- JANUS DETROIT STR TR - HEND SECU IN ETF+13%
now $44.4M
- J P MORGAN EXCHANGE TRADED F - BETABUILDERS US+7%
now $59.3M
- ISHARES TR - MBS ETF+7%
now $32.9M
+66 more in the Excel export
Trimmed (61)
- SCHWAB STRATEGIC TR - SHT TM US TRES-46%
now $2.5M
- ISHARES INC - MSCI EMRG CHN-3%
now $51.6M
- ARK ETF TR - GENOMIC REV ETF-37%
now $1.9M
- GLOBAL X FDS - INTERNET OF THNG-19%
now $4.2M
- SCHWAB STRATEGIC TR - US SML CAP ETF-4%
now $21.8M
- SPDR INDEX SHS FDS - ST STR PO EX ETF-1%
now $56.0M
+55 more in the Excel export
Sold out (6)
- ISHARES TRwas $391K
$MAMastercard Incwas $270K
held 1 qtr
- ISHARES TRwas $266K
$XOM.R34088EXXON MOBIL CORPwas $216K
$PSXPhillips 66was $214K
- VANGUARD TAX-MANAGED FDSwas $204K
Holdings by quarter
Every 13F Clearwater Capital Advisors, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Clearwater Capital Advisors's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 16% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Clearwater Capital Advisors, LLC disclosed 189 positions worth $1.4B in its Form 13F-HR for Q2 2026, followed by $WT. During the quarter the fund opened 20 new positions and exited 6. 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.
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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 an AI quality ranking built from its SEC filings (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.