Clearwater Capital Advisors, LLC

CIK 0001690531 · HOFFMAN ESTATES, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Clearwater Capital Advisors, LLC reported 189 positions worth $1.36B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: NEAR (12.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.36B
2026 Q2
Positions
189
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.1%
Est. Net Flow (Q)
2026 Q2
10 / 189 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NEARISHARES U S ETF TRSH$164.6M12.06%3,249,759
2DGRWWISDOMTREE TRSH$89.7M6.58%938,490
3LRGFISHARES TRSH$86.9M6.37%1,149,647
4INTFISHARES TRSH$77.6M5.69%1,894,651
5BINCBLACKROCK ETF TRUST IISH$74.8M5.48%1,428,988
6BBAGJ P MORGAN EXCHANGE TRADED FSH$59.3M4.35%1,290,839
7SPDWSPDR INDEX SHS FDSSH$56.0M4.11%1,112,093
8EMXCISHARES INCSH$51.6M3.78%504,877
9LMBSFIRST TR EXCHANGE-TRADED FDSH$47.4M3.47%952,240
10JSIJANUS DETROIT STR TRSH$44.4M3.26%867,681

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clearwater Capital Advisors, LLC hold as of Q2 2026?

Clearwater Capital Advisors, LLC reported 189 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: NEAR (12.1%), DGRW (6.6%), LRGF (6.4%), INTF (5.7%) and BINC (5.5%).

What did Clearwater Capital Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clearwater Capital Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.