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CIK: 0001690531
Total reported value
$1.4B
$1.4B
168 檔
31.2%
As reported in its official Q3 2025 Form 13F filing, Clearwater Capital Advisors, LLC's tracked investment portfolio stood at $1.4B with 168 total positions.
Clearwater Capital Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.25% | -0.73% | +7.53% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.73% | -0.01% | +1.28% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 6.26% | +0.36% | -0.39% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 5.65% | -0.27% | +0.12% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.38% | -0.19% | +5.03% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.19% | -0.28% | +5.72% | |
| 7 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.14% | -0.13% | +7.15% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.04% | -0.04% | -0.11% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.42% | -0.18% | +6.81% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.95% | +0.18% | -0.11% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.78% | +0.47% | +0.74% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.61% | -0.08% | +7.28% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.30% | -0.47% | -11.21% | |
| 14 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 2.07% | +0.44% | +1.21% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.02% | +0.12% | +1.19% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.45% | +0.13% | +1.34% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.38% | -0.09% | -3.09% | |
| 18 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.33% | -0.57% | EXIT | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.28% | +0.33% | -2.82% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.27% | +0.09% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.07% | -2.87% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.14% | +0.08% | +1.59% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.09% | -0.38% | |
| 24 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.10% | +0.05% | +0.40% | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.09% | -0.07% | -0.28% | |
| 26 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 1.09% | +0.01% | -10.07% | |
| 27 | FIW | First Trust Water ETF | ETF-Other | 1.03% | -0.02% | +0.57% | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.01% | +0.03% | +0.64% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.05% | -0.75% | |
| 30 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.78% | +0.05% | +13.17% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.73% | -0.05% | -0.65% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.06% | +0.92% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.02% | -2.12% | |
| 34 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.63% | +0.11% | +1.98% | |
| 35 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.56% | — | +4.67% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.50% | -0.08% | +23.43% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.03% | -1.63% | |
| 38 | SNSR | Global X Internet Of Things | ETF-Other | 0.41% | — | -66.77% | |
| 39 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.40% | -0.02% | -0.56% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.34% | +0.04% | -0.08% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | +0.02% | -0.20% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.03% | +8.51% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.03% | +23.25% | |
| 44 | ARKK | Ark Innovation ETF | ETF-Other | 0.26% | — | -45.41% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | -0.18% | |
| 46 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.25% | -0.02% | -2.04% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.24% | -0.01% | -0.56% | |
| 48 | FMB | First Trust Managed Municipa | ETF-Other | 0.24% | -0.01% | +3.82% | |
| 49 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.23% | +0.01% | -0.62% | |
| 50 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.22% | — | -0.21% |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 168 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NEAR, DGRW, LRGF) accounted for 31.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMXC
市值: $32.6M
Top Position Liquidated / Trimmed
SPEM
前期市值: $3.3M
During Q3 2025, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.3%)、DGRW (6.7%)、LRGF (6.3%). The largest single position, NEAR, represented 12.3% of total portfolio value.
In Q3 2025, Clearwater Capital Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 19 holdings, and fully liquidating 4 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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