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CIK: 0001690531
Total reported value
$1.4B
$1.4B
177 檔
33.4%
In Q1 2026, Clearwater Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 177 disclosed stock positions.
In Q1 2026, Clearwater Capital Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 12.79% | -0.73% | +6.60% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.59% | -0.01% | +3.38% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 6.01% | +0.36% | +5.66% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 5.96% | -0.27% | +2.90% | |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 5.47% | +0.01% | +18.67% | |
| 6 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.48% | -0.13% | +8.46% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.15% | -0.04% | +2.13% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.65% | -0.18% | +6.63% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.31% | +0.47% | +8.86% | |
| 10 | JSI | Jh Securitized Income ETF | ETF-Other | 3.21% | +0.05% | +28.65% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.12% | -0.28% | -4.52% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.92% | +0.18% | +2.39% | |
| 13 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 2.54% | +0.44% | +13.85% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 2.49% | -0.08% | +4.42% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.09% | -0.47% | -14.71% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.98% | +0.12% | +5.60% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.94% | -0.08% | +30.10% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.55% | +0.09% | +8.78% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.46% | +0.13% | +1.92% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.18% | +0.08% | +3.57% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.16% | -0.09% | +1.40% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.07% | +0.33% | +6.32% | |
| 23 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.04% | +0.03% | +3.94% | |
| 24 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.00% | +0.05% | +2.30% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.07% | -0.19% | |
| 26 | FIW | First Trust Water ETF | ETF-Other | 0.94% | -0.02% | +3.21% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | -0.09% | -7.82% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.77% | -0.05% | +6.51% | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.75% | +0.01% | +8.45% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.05% | -0.03% | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.69% | +0.05% | +2.20% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.61% | -0.06% | -3.14% | |
| 33 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 0.58% | +0.11% | +19.21% | |
| 34 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.57% | -0.57% | EXIT | |
| 35 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.44% | +0.02% | -15.09% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.02% | -0.16% | |
| 37 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.43% | -0.07% | -29.22% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.38% | -0.03% | -2.27% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.38% | -0.19% | -64.80% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.38% | -0.02% | -0.44% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | +0.02% | +2.27% | |
| 42 | SNSR | Global X Internet Of Things | ETF-Other | 0.31% | — | -5.34% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.29% | +0.04% | +0.18% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.03% | +32.70% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | +4.75% | |
| 46 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.23% | +0.01% | +0.42% | |
| 47 | FMB | First Trust Managed Municipa | ETF-Other | 0.22% | -0.01% | -1.13% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.03% | +2.78% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.17% | -0.02% | -3.84% | |
| 50 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.16% | -0.04% | -28.59% |
According to official SEC Form 13F filings, Clearwater Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 177 disclosed positions in Q1 2026.
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 33.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SOXL
市值: $791.1K
Top Position Liquidated / Trimmed
GIGB
前期市值: $384.2K
During Q1 2026, Clearwater Capital Advisors, LLC's top holdings by market value included NEAR (12.8%)、DGRW (6.6%)、LRGF (6.0%). The largest single position, NEAR, represented 12.8% of total portfolio value.
In Q1 2026, Clearwater Capital Advisors, LLC made 146 total portfolio adjustments, initiating 15 new buys, adding to 72 positions, trimming 58 holdings, and fully liquidating 1 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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