Clearwater Capital Advisors, LLC
CIK 0001690531 · HOFFMAN ESTATES, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
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
Top Holdings
NEAR
ISHARES U S ETF TR
12.1%
DGRW
WISDOMTREE TR
6.6%
LRGF
ISHARES TR
6.4%
INTF
ISHARES TR
5.7%
BINC
BLACKROCK ETF TRUST II
5.5%
BBAG
J P MORGAN EXCHANGE TRADED F
4.3%
SPDW
SPDR INDEX SHS FDS
4.1%
EMXC
ISHARES INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.