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Clearwater Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Clearwater Capital Advisors, LLC

Investment Activity

  • Clearwater Capital Advisors, LLC has $1.36 billion in total holdings as of June 30, 2026.
  • Clearwater Capital Advisors, LLC owns shares of 189 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 4.16% of the portfolio was purchased this quarter.
  • About 1.53% of the portfolio was sold this quarter.
  • This quarter, Clearwater Capital Advisors, LLC has purchased 177 new stocks and bought additional shares in 72 stocks.
  • Clearwater Capital Advisors, LLC sold shares of 61 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

025072158 - AMERICAN CENTY ETF TR
$580,602 Holding
46434V621 - iShares Core Dividend Growth ETF
$516,888 Holding
032095101 - Amphenol
$399,718 Holding
025072323 - Avantis U.S. Small Cap Equity ETF
$334,504 Holding
75513E101 - RTX
$318,381 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
104,340 shares (about $8.99M)
iShares Short Duration Bond Active ETF
131,958 shares (about $6.68M)
iShares Flexible Income Active ETF
124,657 shares (about $6.52M)
JANUS DETROIT STR TR
96,554 shares (about $4.94M)

Largest Sales this Quarter

Schwab Short-Term U.S. Treasury ETF
89,405 shares (about $2.16M)
iShares MSCI Emerging Markets ex China ETF
17,058 shares (about $1.75M)
ARK Genomic Revolution ETF
26,991 shares (about $1.14M)
Global X Internet of Things ETF
19,405 shares (about $969.66K)
Schwab US Small-Cap ETF
21,862 shares (about $789.87K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClearwater Capital Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$164,632,788$6,684,992 â–²4.2%3,249,75912.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$89,738,422$795,176 â–²0.9%938,4906.6%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$86,947,832$1,603,735 â–²1.9%1,149,6476.4%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$77,604,891$2,826 â–²0.0%1,894,6515.7%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$74,793,247$6,524,549 â–²9.6%1,428,9885.5%ETF
JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock logo
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
$59,314,074$4,103,245 â–²7.4%1,290,8394.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$56,038,385$737,962 â–¼-1.3%1,112,0934.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$51,648,877$1,745,032 â–¼-3.3%504,8773.8%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$47,402,493$2,146,015 â–²4.7%952,2403.5%ETF
JANUS DETROIT STR TR
$44,433,945$4,944,530 â–²12.5%867,6813.3%HEND SECU IN ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$42,318,391$398,277 â–¼-0.9%474,7413.1%ETF
AMERICAN CENTY ETF TR
$40,604,444$798,070 â–²2.0%474,0843.0%AVAN EMER EX ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$38,804,901$312,626 â–²0.8%740,4102.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$32,895,165$2,172,733 â–²7.1%348,0232.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$28,594,470$391,478 â–²1.4%971,6102.1%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$25,346,092$1,009,959 â–²4.2%500,3671.9%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$22,440,123$654,614 â–²3.0%246,0271.6%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$22,039,332$775,626 â–²3.6%292,1051.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$21,757,514$789,874 â–¼-3.5%602,2011.6%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$19,107,260$94,792 â–²0.5%212,6571.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$17,134,994$304,915 â–¼-1.7%464,7411.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$14,581,994$48,967 â–¼-0.3%135,4951.1%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$14,552,165$27,282 â–²0.2%192,0231.1%ETF
Apple Inc. stock logo
AAPL
Apple
$14,460,854$412,051 â–²2.9%49,9751.1%Technology
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$14,318,725$151,001 â–²1.1%377,4041.0%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$12,567,561$196,479 â–²1.6%114,7510.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,805,747$8,987,848 â–²494.4%125,4440.8%ETF
ARK ETF TR
$10,339,249$646,356 â–²6.7%262,0180.8%BLOC FIN INN ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$10,079,786$357,209 â–¼-3.4%121,9870.7%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$9,860,204$80,986 â–²0.8%204,9090.7%ETF
WisdomTree Cloud Computing Fund stock logo
WCLD
WisdomTree Cloud Computing Fund
$9,425,557$1,058,614 â–²12.7%294,0350.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$9,410,524$215,479 â–¼-2.2%95,0750.7%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$7,508,265$9,582 â–²0.1%70,5200.6%ETF
ImmunityBio, Inc. stock logo
IBRX
ImmunityBio
$6,281,9230.0%717,5240.5%Healthcare
Microsoft Corporation stock logo
MSFT
Microsoft
$5,594,989$253,283 â–²4.7%14,9990.4%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,992,403$115,454 â–²2.4%180,2310.4%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$4,975,410$78,886 â–¼-1.6%51,6550.4%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$4,949,786$325,079 â–¼-6.2%221,8640.4%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$4,814,048$179,596 â–¼-3.6%58,5150.4%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$4,563,247$491,656 â–²12.1%32,1600.3%ETF
Direxion Daily Semiconductors Bull 3x Shares stock logo
SOXL
Direxion Daily Semiconductors Bull 3x Shares
$4,361,464$42,673 â–¼-1.0%16,3530.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,230,580$274,128 â–²6.9%21,1430.3%Technology
Global X Internet of Things ETF stock logo
SNSR
Global X Internet of Things ETF
$4,191,417$969,664 â–¼-18.8%83,8790.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,422,565$44,186 â–¼-1.3%4,5700.3%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$3,263,300$292,160 â–²9.8%71,4070.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,092,651$197,581 â–²6.8%12,9760.2%Consumer Discretionary
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$2,853,603$47,566 â–²1.7%55,5530.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,533,349$2,158,237 â–¼-46.0%104,9440.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,115,008$66,467 â–²3.2%2,8320.2%ETF
Global X Cloud Computing ETF stock logo
CLOU
Global X Cloud Computing ETF
$1,988,932$156,838 â–¼-7.3%87,4640.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,984,225$117,738 â–²6.3%1,7190.1%Technology
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,983,833$128,681 â–¼-6.1%39,8520.1%ETF
ARK ETF TR
$1,971,443$131,575 â–¼-6.3%24,3930.1%INNOVATION ETF
ARK Genomic Revolution ETF stock logo
ARKG
ARK Genomic Revolution ETF
$1,905,192$1,135,242 â–¼-37.3%45,2970.1%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,780,254$145,574 â–¼-7.6%19,9580.1%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$1,743,189$14,095 â–¼-0.8%31,9090.1%ETF
WisdomTree U.S. Total Dividend Fund stock logo
DTD
WisdomTree U.S. Total Dividend Fund
$1,689,5390.0%18,1190.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,655,552$42,950 â–¼-2.5%21,4700.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,616,029$202,945 â–²14.4%4,9370.1%Finance
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$1,589,290$9,109 â–¼-0.6%24,6020.1%ETF
Invesco Short Term Treasury ETF stock logo
TBLL
Invesco Short Term Treasury ETF
$1,549,8740.0%14,6810.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,543,667$221,895 â–²16.8%1,2870.1%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,500,170$122,989 â–¼-7.6%2,0370.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,364,803$1,084,282 â–²386.5%15,5250.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,316,400$88,244 â–¼-6.3%8,8760.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,296,529$27,503 â–¼-2.1%15,6510.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,286,494$145,934 â–²12.8%3,0590.1%Consumer Discretionary
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$1,268,7350.0%11,0440.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$1,253,509$266,132 â–¼-17.5%8,6760.1%ETF
PALANTIR TECHNOLOGIES INC
$1,247,086$160,421 â–²14.8%10,6890.1%CL A
ASML Holding N.V. stock logo
ASML
ASML
$1,231,464$53,715 â–²4.6%6190.1%Technology
STOT
State Street DoubleLine Short Duration Total Return Tactical ETF
$1,189,060$106,685 â–²9.9%25,2670.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,159,040$2,450 â–²0.2%3,7840.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,126,636$279,248 â–²33.0%33,2930.1%ETF
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$1,114,953$23,252 â–¼-2.0%5,7540.1%ETF
iShares Genomics Immunology and Healthcare ETF stock logo
IDNA
iShares Genomics Immunology and Healthcare ETF
$1,110,173$114,818 â–¼-9.4%32,8940.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,101,608$233,685 â–²26.9%3,0830.1%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,063,198$40,634 â–²4.0%3,0090.1%Communication Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,038,591$10,292 â–²1.0%1,1100.1%Consumer Staples
iShares Emerging Markets Equity Factor ETF stock logo
EMGF
iShares Emerging Markets Equity Factor ETF
$1,036,465$63,076 â–¼-5.7%14,1480.1%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$1,022,7760.0%21,9630.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$950,2630.0%2,5680.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$947,465$14,668 â–²1.6%18,7320.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$933,187$27,661 â–¼-2.9%11,8080.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$915,113$103,626 â–²12.8%3,6030.1%Healthcare
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$911,924$21,967 â–¼-2.4%22,4170.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$910,442$60,771 â–¼-6.3%25,1090.1%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$876,5550.0%13,5900.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$852,582$350,174 â–¼-29.1%2,2570.1%Technology
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$850,203$164,655 â–²24.0%34,4770.1%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$850,1900.0%11,3510.1%ETF
AMPLIFY ETF TR
$844,372$22,035 â–²2.7%8,0470.1%AMPLIFY CYBERSEC
Meta Platforms, Inc. stock logo
META
Meta Platforms
$840,551$19,155 â–¼-2.2%1,4920.1%Communication Services
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$832,816$728,714 â–²700.0%6,9680.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$831,620$2,286 â–¼-0.3%4,3650.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$794,218$35,032 â–²4.6%1,5870.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$781,715$1,684 â–¼-0.2%17,1730.1%SHS REP COM UT
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$779,4320.0%16,2500.1%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$778,312$155,126 â–²24.9%4,0590.1%ETF
WisdomTree Europe Hedged Equity Fund stock logo
HEDJ
WisdomTree Europe Hedged Equity Fund
$777,4800.0%13,6400.1%ETF

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