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Filers›Holding Co.›Clearwater Capital Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Clearwater Capital Advisors, LLC

Clearwater's holding co. based in New York, NY — $1.2B in tracked AUM across 177 positions as of Q1 2026.

C
Clearwater·New York, NY·Holding Co.
CIK 0001690531 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 7.2%
vs prior
Holdings
177
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Clearwater
haiku-4-5 · 177 positions indexed
Sector mix
  • Tech24%
  • Financials19%
  • Health Care41%
  • Communications9%
  • Industrials9%
  • Energy6%
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