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CIK: 0001690531
Total reported value
$1.4B
$1.4B
163 檔
29.2%
At the close of Q2 2025, Clearwater Capital Advisors, LLC disclosed equity holdings valued at approximately $1.4B, spread across 163 reported holdings.
During Q2 2025, Clearwater Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.17% | -0.73% | -0.24% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.70% | -0.01% | +1.02% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 6.25% | +0.36% | +0.59% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 5.77% | -0.27% | -0.53% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.48% | -0.19% | -0.13% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.23% | -0.28% | +0.38% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.10% | -0.04% | -1.02% | |
| 8 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.10% | -0.13% | +0.24% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.40% | -0.18% | +1.27% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.89% | +0.18% | +1.74% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.77% | +0.47% | — | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.57% | -0.08% | +1.12% | |
| 13 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 2.08% | +0.44% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.99% | +0.12% | +1.22% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.89% | -0.47% | -6.36% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.50% | -0.09% | -6.62% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.40% | +0.33% | -3.14% | |
| 18 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.39% | -0.57% | EXIT | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | +0.13% | +6.52% | |
| 20 | SNSR | Global X Internet Of Things | ETF-Other | 1.28% | — | +2.37% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -0.09% | -7.61% | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.16% | -0.07% | -4.49% | |
| 23 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 1.15% | +0.01% | -4.85% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.14% | +0.08% | +4.33% | |
| 25 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.08% | +0.05% | +4.16% | |
| 26 | FIW | First Trust Water ETF | ETF-Other | 1.05% | -0.02% | +0.52% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.07% | -2.70% | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.01% | +0.03% | +4.14% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.05% | -0.35% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.73% | -0.05% | -1.12% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.71% | -0.06% | +2.71% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.02% | -2.19% | |
| 33 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.68% | +0.11% | +10.73% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.67% | +0.05% | +3.56% | |
| 35 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.59% | -0.01% | +34.64% | |
| 36 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.57% | — | -2.39% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.43% | -0.08% | +6.86% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.43% | -0.03% | -2.91% | |
| 39 | ARKK | Ark Innovation ETF | ETF-Other | 0.41% | — | -8.78% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.40% | -0.02% | -2.16% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.34% | +0.04% | +0.07% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | +0.02% | -6.76% | |
| 43 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | +4.42% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.26% | -0.01% | -6.12% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | +14.13% | |
| 46 | FMB | First Trust Managed Municipa | ETF-Other | 0.25% | -0.01% | +9.92% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.24% | +0.01% | -5.08% | |
| 48 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.24% | — | -0.42% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.03% | +6.92% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.03% | +2.44% |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 163 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NEAR, DGRW, LRGF) accounted for 29.2% of total reported equity market value during Q2 2025.
During Q2 2025, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.2%)、DGRW (6.7%)、LRGF (6.3%). The largest single position, NEAR, represented 12.2% of total portfolio value.
In Q2 2025, Clearwater Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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