Clearwater Capital Advisors, Llc Portfolio Stock Holdings
Clearwater Capital Advisors, Llc disclosed 177 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include ISHARES U S ETF TR, WISDOMTREE TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 177
- Portfolio Value
- $1.2B
Holdings by Sector
Clearwater Capital Advisors, Llc Portfolio Holdings in Q1 2026
174 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | NEAR | Other | 12.79% | 3,117,801 | +192,930 | +6.60% | $158,493,401 |
| WISDOMTREE TR | DGRW | Other | 6.59% | 930,174 | +30,454 | +3.38% | $81,706,448 |
| ISHARES TR | LRGF | Other | 6.01% | 1,128,442 | +60,478 | +5.66% | $74,477,201 |
| ISHARES TR | INTF | Other | 5.96% | 1,894,582 | +53,350 | +2.90% | $73,812,907 |
| BLACKROCK ETF TRUST II | BINC | Other | 5.47% | 1,304,331 | +205,235 | +18.67% | $67,733,917 |
| J P MORGAN EXCHANGE TRADED F | BBAG | Other | 4.48% | 1,201,541 | +93,757 | +8.46% | $55,463,138 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.15% | 1,126,738 | +23,539 | +2.13% | $51,435,581 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 3.65% | 909,130 | +56,513 | +6.63% | $45,283,750 |
| ISHARES INC | EMXC | Other | 3.31% | 521,935 | +42,493 | +8.86% | $41,055,392 |
| JANUS DETROIT STR TR | JSI | Other | 3.21% | 771,127 | +171,729 | +28.65% | $39,751,597 |
| ISHARES TR | IGSB | Other | 3.12% | 734,445 | -34,803 | -4.52% | $38,602,453 |
| ISHARES TR | SMLF | Other | 2.92% | 479,209 | +11,204 | +2.39% | $36,175,499 |
| ISHARES TR | MBB | Other | 2.49% | 325,036 | +13,771 | +4.42% | $30,862,177 |
| VANECK ETF TRUST | GDX | Other | 2.09% | 281,825 | -48,606 | -14.71% | $25,863,092 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.98% | 958,308 | +50,843 | +5.60% | $24,571,016 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.94% | 480,429 | +111,139 | +30.10% | $24,016,646 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.55% | 238,850 | +19,288 | +8.78% | $19,253,699 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.46% | 624,063 | +11,761 | +1.92% | $18,147,747 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.18% | 473,011 | +16,319 | +3.57% | $14,644,418 |
| ISHARES TR | MUB | Other | 1.16% | 135,950 | +1,872 | +1.40% | $14,431,093 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.07% | 211,602 | +12,581 | +6.32% | $13,263,196 |
| WISDOMTREE TR | EZM | Other | 1.04% | 191,663 | +7,268 | +3.94% | $12,883,580 |
| GLOBAL X FDS | BOTZ | Other | 1.00% | 373,424 | +8,383 | +2.30% | $12,405,160 |
| APPLE INC | AAPL | Technology | 0.99% | 48,551 | -93 | -0.19% | $12,321,687 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.94% | 112,957 | +3,511 | +3.21% | $11,649,241 |
| ISHARES TR | AGG | Other | 0.78% | 97,252 | -8,253 | -7.82% | $9,654,207 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.77% | 203,226 | +12,414 | +6.51% | $9,498,765 |
| ARK ETF TR | ARKF | Other | 0.75% | 245,638 | +19,143 | +8.45% | $9,336,719 |
| VANGUARD INDEX FDS | VUG | Other | 0.74% | 21,104 | -6 | -0.03% | $9,218,017 |
| ISHARES TR | XT | Other | 0.69% | 126,310 | +2,724 | +2.20% | $8,607,939 |
| ISHARES TR | SUB | Other | 0.61% | 70,430 | -2,284 | -3.14% | $7,500,795 |
| WISDOMTREE TR | WCLD | Other | 0.58% | 261,011 | +42,055 | +19.21% | $7,130,821 |
| IMMUNITYBIO INC | IBRX | Healthcare | 0.44% | 717,524 | -127,560 | -15.09% | $5,503,410 |
| MICROSOFT CORP | MSFT | Technology | 0.43% | 14,320 | -23 | -0.16% | $5,300,962 |
| SPDR SERIES TRUST | SPMB | Other | 0.43% | 236,435 | -97,592 | -29.22% | $5,293,780 |
| ISHARES TR | SCZ | Other | 0.38% | 60,698 | -1,411 | -2.27% | $4,759,348 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.38% | 194,349 | -357,738 | -64.80% | $4,716,851 |
| WISDOMTREE TR | DLN | Other | 0.38% | 52,474 | -232 | -0.44% | $4,687,503 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.35% | 176,063 | +3,907 | +2.27% | $4,357,566 |
| GLOBAL X FDS | SNSR | Other | 0.31% | 103,284 | -5,831 | -5.34% | $3,849,461 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.29% | 28,695 | +51 | +0.18% | $3,590,658 |
| NVIDIA CORPORATION | NVDA | Technology | 0.28% | 19,773 | +4,873 | +32.70% | $3,448,443 |
| ISHARES TR | IVV | Other | 0.24% | 4,629 | +210 | +4.75% | $3,023,829 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.23% | 65,014 | +270 | +0.42% | $2,804,054 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.22% | 54,627 | -623 | -1.13% | $2,767,404 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 12,147 | +328 | +2.78% | $2,529,813 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.17% | 42,437 | -1,693 | -3.84% | $2,112,727 |
| ISHARES INC | RING | Other | 0.16% | 24,743 | -9,904 | -28.59% | $1,954,203 |
| ARK ETF TR | ARKG | Other | 0.15% | 72,288 | -589 | -0.81% | $1,909,849 |
| GLOBAL X FDS | CLOU | Other | 0.15% | 94,361 | -11,638 | -10.98% | $1,840,040 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.15% | 21,590 | -962 | -4.27% | $1,831,696 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 2,743 | +40 | +1.48% | $1,784,016 |
| ARK ETF TR | ARKK | Other | 0.14% | 26,021 | -6,955 | -21.09% | $1,758,760 |
| DBX ETF TR | DBEF | Other | 0.13% | 32,167 | - | - | $1,589,050 |
| WISDOMTREE TR | DTD | Other | 0.13% | 18,119 | - | - | $1,564,757 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.13% | 14,681 | -5,143 | -25.94% | $1,549,580 |
| ISHARES TR | IJH | Other | 0.12% | 22,027 | +1,134 | +5.43% | $1,487,484 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.11% | 9,314 | +1,881 | +25.31% | $1,362,452 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 2,204 | +166 | +8.15% | $1,272,202 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 4,317 | +61 | +1.43% | $1,269,889 |
| ISHARES TR | IJR | Other | 0.10% | 9,471 | -896 | -8.64% | $1,177,341 |
| VANGUARD WORLD FD | MGK | Other | 0.09% | 3,191 | +75 | +2.41% | $1,172,502 |
| ISHARES INC | IEMG | Other | 0.09% | 15,983 | -5 | -0.03% | $1,114,815 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 1,099 | -26 | -2.31% | $1,095,310 |
| SSGA ACTIVE TR | STOT | Other | 0.09% | 23,000 | +279 | +1.23% | $1,083,990 |
| ISHARES TR | IDNA | Other | 0.09% | 36,296 | -1,529 | -4.04% | $1,054,399 |
| ISHARES TR | IXN | Other | 0.08% | 10,518 | - | - | $1,051,485 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.08% | 11,044 | -54 | -0.49% | $1,034,382 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.08% | 21,963 | -2,946 | -11.83% | $1,027,869 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 1,102 | +18 | +1.66% | $1,013,587 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 2,712 | +58 | +2.19% | $1,008,200 |
| BROADCOM INC | AVGO | Technology | 0.08% | 3,184 | +333 | +11.68% | $985,480 |
| VANGUARD INDEX FDS | VOT | Other | 0.08% | 3,776 | - | - | $971,754 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.08% | 12,158 | -6,039 | -33.19% | $963,765 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.07% | 18,442 | +247 | +1.36% | $920,072 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.07% | 17,210 | +7,437 | +76.10% | $908,000 |
| ISHARES INC | EMGF | Other | 0.07% | 15,009 | -328 | -2.14% | $907,009 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.07% | 5,874 | +120 | +2.09% | $905,434 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.07% | 26,785 | -358 | -1.32% | $882,576 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 1,526 | +57 | +3.88% | $873,194 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.07% | 11,351 | - | - | $830,213 |
| ALPHABET INC | GOOG | Communication Services | 0.07% | 2,894 | +346 | +13.58% | $830,193 |
| WISDOMTREE TR | DES | Other | 0.07% | 22,957 | -45 | -0.20% | $825,075 |
| VANGUARD INDEX FDS | VTI | Other | 0.07% | 2,568 | +182 | +7.63% | $823,841 |
| VANECK ETF TRUST | GDXJ | Other | 0.06% | 6,591 | -253 | -3.70% | $791,184 |
| DIREXION SHARES ETF TRUST | SOXL | Other | 0.06% | 16,513 | +16,513 | +100.00% | $791,130 |
| ASML HLDG NV | ASML | Other | 0.06% | 592 | +12 | +2.07% | $781,932 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 3,195 | +26 | +0.82% | $781,042 |
| SPDR SERIES TRUST | SHM | Other | 0.06% | 16,250 | - | - | $777,238 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 2,482 | +122 | +5.17% | $771,271 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.06% | 25,041 | - | - | $729,445 |
| BLACKSTONE INC | BX | Financial Services | 0.06% | 6,332 | +2,966 | +88.12% | $728,099 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 1,517 | +4 | +0.26% | $727,041 |
| WISDOMTREE TR | HEDJ | Other | 0.06% | 13,640 | - | - | $713,372 |
| KKR & CO INC | KKR | Financial Services | 0.06% | 7,680 | +3,021 | +64.84% | $710,400 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 2,429 | +19 | +0.79% | $698,348 |
| WISDOMTREE TR | DHS | Other | 0.06% | 6,317 | +235 | +3.86% | $689,943 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 0.06% | 27,800 | -41,722 | -60.01% | $687,355 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.05% | 6,503 | -957 | -12.83% | $651,536 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 1,971 | -419 | -17.53% | $648,243 |