StockDriftsStockDriftsTop 50 Clearwater Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | 12.06% | 3.25M | $164.6M | +4.23%(+131.96K) | $50.32(+0.43%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 6.58% | 938.5K | $89.7M | +0.89%(+8.32K) | $48.78(+104.19%) | 2026-06-30 | |
| LRGF | ISHARES TR | 6.37% | 1.15M | $86.9M | +1.88%(+21.20K) | $37.38(+111.94%) | 2026-06-30 | |
| INTF | ISHARES TR | 5.69% | 1.89M | $77.6M | +0.00%(+69) | $25.74(+68.21%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 5.48% | 1.43M | $74.8M | +9.56%(+124.66K) | $52.83(-1.52%) | 2026-06-30 | |
| BBAG | J P MORGAN EXCHANGE TRADED F | 4.35% | 1.29M | $59.3M | +7.43%(+89.30K) | $45.90(-1.37%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.11% | 1.11M | $56.0M | -1.30%(-14.64K) | $28.59(+82.56%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.78% | 504.9K | $51.6M | -3.27%(-17.06K) | $52.45(+89.56%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.47% | 952.2K | $47.4M | +4.74%(+43.11K) | $48.69(+2.04%) | 2026-06-30 | |
| JSI | JANUS DETROIT STR TR | 3.26% | 867.7K | $44.4M | +12.52%(+96.55K) | $52.02(-1.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.66% | +31.87% | +4.49% | +24.56% |
| Top 20 Holdings Unweighted | +12.02% | +40.57% | +5.22% | +28.99% |
Clearwater Capital Advisors, LLC reports $1.36B in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are NEAR (12.1%), DGRW (6.6%) and LRGF (6.4%). The top 20 holdings account for 76.69% of reported assets. Its disclosed equity book has returned +31.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearwater Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1690531). View Clearwater Capital Advisors, LLC’s 13F filings on SEC