Clearwater Capital Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Clearwater Capital Advisors, Llc disclosed 188 stock positions valued at approximately $1.36B as of quarter-end June 30, 2026. The largest holdings include ISHARES U S ETF TR, WISDOMTREE TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 188
- Portfolio Value
- $1.36B
Holdings by Sector
Clearwater Capital Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | NEAR | Other | 12.06% | 3,249,759 | +131,958 | +4.23% | $164,632,788 |
| WISDOMTREE TR | DGRW | Other | 6.58% | 938,490 | +8,316 | +0.89% | $89,738,422 |
| ISHARES TR | LRGF | Other | 6.37% | 1,149,647 | +21,205 | +1.88% | $86,947,832 |
| ISHARES TR | INTF | Other | 5.69% | 1,894,651 | +69 | +0.00% | $77,604,891 |
| BLACKROCK ETF TRUST II | BINC | Other | 5.48% | 1,428,988 | +124,657 | +9.56% | $74,793,247 |
| J P MORGAN EXCHANGE TRADED F | BBAG | Other | 4.35% | 1,290,839 | +89,298 | +7.43% | $59,314,074 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.11% | 1,112,093 | -14,645 | -1.30% | $56,038,385 |
| ISHARES INC | EMXC | Other | 3.78% | 504,877 | -17,058 | -3.27% | $51,648,877 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 3.47% | 952,240 | +43,110 | +4.74% | $47,402,493 |
| JANUS DETROIT STR TR | JSI | Other | 3.26% | 867,681 | +96,554 | +12.52% | $44,433,945 |
| ISHARES TR | SMLF | Other | 3.10% | 474,741 | -4,468 | -0.93% | $42,318,391 |
| ISHARES TR | IGSB | Other | 2.84% | 740,410 | +5,965 | +0.81% | $38,804,901 |
| ISHARES TR | MBB | Other | 2.41% | 348,023 | +22,987 | +7.07% | $32,895,165 |
| SCHWAB STRATEGIC TR | SCHX | Other | 2.10% | 971,610 | +13,302 | +1.39% | $28,594,470 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.86% | 500,367 | +19,938 | +4.15% | $25,346,092 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.64% | 246,027 | +7,177 | +3.00% | $22,440,123 |
| VANECK ETF TRUST | GDX | Other | 1.62% | 292,105 | +10,280 | +3.65% | $22,039,332 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.59% | 602,201 | -21,862 | -3.50% | $21,757,514 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.40% | 212,657 | +1,055 | +0.50% | $19,107,260 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.26% | 464,741 | -8,270 | -1.75% | $17,134,994 |
| ISHARES TR | MUB | Other | 1.07% | 135,495 | -455 | -0.33% | $14,581,994 |
| WISDOMTREE TR | EZM | Other | 1.07% | 192,023 | +360 | +0.19% | $14,552,165 |
| APPLE INC | AAPL | Technology | 1.06% | 49,975 | +1,424 | +2.93% | $14,460,854 |
| GLOBAL X FDS | BOTZ | Other | 1.05% | 377,404 | +3,980 | +1.07% | $14,318,725 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.92% | 114,751 | +1,794 | +1.59% | $12,567,561 |
| VANGUARD INDEX FDS | VUG | Other | 0.79% | 125,444 | +104,340 | +494.41% | $10,805,747 |
| ARK ETF TR | ARKF | Other | 0.76% | 262,018 | +16,380 | +6.67% | $10,339,249 |
| ISHARES TR | XT | Other | 0.74% | 121,987 | -4,323 | -3.42% | $10,079,786 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.72% | 204,909 | +1,683 | +0.83% | $9,860,204 |
| WISDOMTREE TR | WCLD | Other | 0.69% | 294,035 | +33,024 | +12.65% | $9,425,557 |
Showing 30 of 188 holdings in the latest reporting period.