DOSSIER · 13F-HR · Q1 2026

Clearwater Capital Advisors, LLC

$1.2B in tracked AUM across 177 positions as of Q1 2026.

CC
CIK 0001690531 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
177
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Clearwater Capital Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NEAR
ISHARES U S ETF TR
$158M3.1M12.8%
02
DGRW
WISDOMTREE TR
$82M930K6.6%
03
LRGF
ISHARES TR
$74M1.1M6.0%
04
INTF
ISHARES TR
$74M1.9M6.0%
05
BINC
BLACKROCK ETF TRUST II
$68M1.3M5.5%
06
BBAG
J P MORGAN EXCHANGE TRADED F
$55M1.2M4.5%
07
SPDW
SPDR INDEX SHS FDS
$51M1.1M4.2%
08
LMBS
FIRST TR EXCHANGE-TRADED FD
$45M909K3.7%
09
EMXC
ISHARES INC
$41M522K3.3%
10
JSI
JANUS DETROIT STR TR
$40M771K3.2%

Filing history

2026Q1Mar 31
$1.2B 3.3%
177 positionsView →
2025Q4Dec 31
$1.2B 2.2%
163 positionsView →
2025Q3Sep 30
$1.2B 7.2%
168 positionsView →
2025Q2Jun 30
$1.1B 5.8%
163 positionsLocked
2025Q1Mar 31
$1.0B 1.2%
169 positionsLocked
2024Q4Dec 31
$1.0B 0.5%
171 positionsLocked
2024Q3Sep 30
$1.0B 8.8%
172 positionsLocked
2024Q2Jun 30
$944M 0.7%
157 positionsLocked
2024Q1Mar 31
$938M 5.1%
158 positionsLocked
2023Q4Dec 31
$892M 9.3%
155 positionsLocked
2023Q3Sep 30
$816M 2.8%
141 positionsLocked
2023Q2Jun 30
$840M 2.5%
149 positionsLocked
Showing 12 of 37