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Clearwater Capital Advisors, LLC

Portfolio Manager
Clearwater Capital Advisors, LLC
Performance
+1.44% (2025 Q4)
AUM (13F)
$1.24B
# of Holdings
177
Performance Rank
Allocation (Top 20)
76.89%

Clearwater Capital Advisors, LLC Holdings Map

Top 50 Clearwater Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEAR
ISHARES U S ETF TR
12.79%3.12M$158.5M
+6.60%(+192.93K)
2025-Q1: 2.61M shares2025-Q2: 2.61M shares2025-Q3: 2.80M shares2025-Q4: 2.92M shares2026-Q1: 3.12M shares
$50.31(+0.73%)
2026-03-31
DGRW
WISDOMTREE TR
6.59%930.2K$81.7M
+3.38%(+30.45K)
2025-Q1: 867.2K shares2025-Q2: 876.0K shares2025-Q3: 887.2K shares2025-Q4: 899.7K shares2026-Q1: 930.2K shares
$48.46(+99.50%)
2026-03-31
LRGF
ISHARES TR
6.01%1.13M$74.5M
+5.66%(+60.48K)
2025-Q1: 1.06M shares2025-Q2: 1.07M shares2025-Q3: 1.06M shares2025-Q4: 1.07M shares2026-Q1: 1.13M shares
$36.77(+103.25%)
2026-03-31
INTF
ISHARES TR
5.96%1.89M$73.8M
+2.90%(+53.35K)
2025-Q1: 1.85M shares2025-Q2: 1.84M shares2025-Q3: 1.85M shares2025-Q4: 1.84M shares2026-Q1: 1.89M shares
$25.74(+60.40%)
2026-03-31
BINC
BLACKROCK ETF TRUST II
5.47%1.30M$67.7M
+18.67%(+205.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 6.1K shares2025-Q4: 1.10M shares2026-Q1: 1.30M shares
$52.90(-1.31%)
2026-03-31
BBAG
J P MORGAN EXCHANGE TRADED F
4.48%1.20M$55.5M
+8.46%(+93.76K)
2025-Q1: 969.9K shares2025-Q2: 972.3K shares2025-Q3: 1.04M shares2025-Q4: 1.11M shares2026-Q1: 1.20M shares
$45.89(-0.27%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
4.15%1.13M$51.4M
+2.13%(+23.54K)
2025-Q1: 1.12M shares2025-Q2: 1.11M shares2025-Q3: 1.11M shares2025-Q4: 1.10M shares2026-Q1: 1.13M shares
$28.59(+75.70%)
2026-03-31
LMBS
FIRST TR EXCHANGE-TRADED FD
3.65%909.1K$45.3M
+6.63%(+56.51K)
2025-Q1: 746.0K shares2025-Q2: 755.5K shares2025-Q3: 807.0K shares2025-Q4: 852.6K shares2026-Q1: 909.1K shares
$48.64(+2.58%)
2026-03-31
EMXC
ISHARES INC
3.31%521.9K$41.1M
+8.86%(+42.49K)
2025-Q1: 0 shares2025-Q2: 480.0K shares2025-Q3: 483.6K shares2025-Q4: 479.4K shares2026-Q1: 521.9K shares
$60.55(+60.57%)
2026-03-31
JSI
JANUS DETROIT STR TR
3.21%771.1K$39.8M
+28.65%(+171.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 599.4K shares2026-Q1: 771.1K shares
$52.08(-1.18%)
2026-03-31

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