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CIK: 0001690531
Total reported value
$1.4B
$1.4B
163 檔
31.6%
The Q4 2025 SEC filing reveals that Clearwater Capital Advisors, LLC held a total portfolio value of $1.4B, covering 163 public equity positions.
In Q4 2025, Clearwater Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.46% | -0.73% | +4.31% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.71% | -0.01% | +1.41% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 6.18% | +0.36% | +0.47% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 5.79% | -0.27% | -0.26% | |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.84% | +0.01% | +17879.65% | |
| 6 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.29% | -0.13% | +6.33% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.08% | -0.04% | -0.44% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.55% | -0.18% | +5.66% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.39% | -0.28% | -32.99% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.92% | +0.18% | +0.51% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.91% | +0.47% | -0.85% | |
| 12 | JSI | Jh Securitized Income ETF | ETF-Other | 2.60% | +0.05% | — | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.47% | -0.08% | -3.24% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.36% | -0.47% | -6.55% | |
| 15 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 2.17% | +0.44% | +0.54% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.04% | +0.12% | +0.62% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.55% | -0.08% | +217.38% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.45% | +0.13% | +0.67% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.39% | +0.09% | +6.86% | |
| 20 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.23% | -0.57% | EXIT | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.09% | -11.92% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.19% | +0.33% | +1.04% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.14% | +0.08% | +1.46% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.12% | -0.19% | -78.65% | |
| 25 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.10% | +0.05% | +0.33% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.07% | -8.20% | |
| 27 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.03% | +0.03% | +2.45% | |
| 28 | FIW | First Trust Water ETF | ETF-Other | 0.99% | -0.02% | +2.14% | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.90% | +0.01% | +0.28% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.88% | -0.09% | -19.08% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.05% | -0.99% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.72% | -0.05% | +1.95% | |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.72% | +0.05% | -2.26% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.65% | -0.06% | -1.44% | |
| 35 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.64% | +0.11% | +4.29% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.62% | -0.07% | -41.60% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.02% | -4.58% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.40% | -0.03% | -1.47% | |
| 39 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.39% | -0.02% | -1.31% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | +0.02% | +2.07% | |
| 41 | SNSR | Global X Internet Of Things | ETF-Other | 0.34% | — | -11.53% | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.32% | +0.04% | -7.55% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | — | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.24% | -0.01% | -1.41% | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.23% | +0.01% | -2.30% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.03% | -16.12% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.03% | -16.83% | |
| 48 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.21% | -0.04% | -5.66% | |
| 49 | ARKK | Ark Innovation ETF | ETF-Other | 0.21% | — | -6.09% | |
| 50 | CLOU | Global X Cloud Computing ETF | ETF-Other | 0.20% | — | -0.58% |
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 Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 31.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
JSI
市值: $31.2M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $1.7M
During Q4 2025, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.5%)、DGRW (6.7%)、LRGF (6.2%). The largest single position, NEAR, represented 12.5% of total portfolio value.
In Q4 2025, Clearwater Capital Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 27 holdings, and fully liquidating 3 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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