Clearwater Capital Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.24B
Q ending 2026-03-31
Prior quarter
$1.20B
Q ending 2025-12-31
Change
+3.3% QoQ · +19.7% YoY
Positions
177
reported holdings
Largest positions
Top 100 of 177 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares U S Etf Tr | NEAR | Shares | $158.5M | 3.1M |
| Wisdomtree Tr | DGRW | Shares | $81.7M | 930K |
| Ishares Tr | LRGF | Shares | $74.5M | 1.1M |
| Ishares Tr | INTF | Shares | $73.8M | 1.9M |
| Blackrock Etf Trust Ii | BINC | Shares | $67.7M | 1.3M |
| J P Morgan Exchange Traded F | BBAG | Shares | $55.5M | 1.2M |
| Spdr Index Shs Fds | SPDW | Shares | $51.4M | 1.1M |
| First Tr Exchange-Traded Fd | LMBS | Shares | $45.3M | 909K |
| Ishares Inc | EMXC | Shares | $41.1M | 522K |
| Janus Detroit Str Tr | JSI | Shares | $39.8M | 771K |
| Ishares Tr | IGSB | Shares | $38.6M | 734K |
| Ishares Tr | SMLF | Shares | $36.2M | 479K |
| American Centy Etf Tr | AVXC | Shares | $31.4M | 465K |
| Ishares Tr | MBB | Shares | $30.9M | 325K |
| Vaneck Etf Trust | GDX | Shares | $25.9M | 282K |
| Schwab Strategic Tr | SCHX | Shares | $24.6M | 958K |
| J P Morgan Exchange Traded F | JMUB | Shares | $24.0M | 480K |
| American Centy Etf Tr | AVLV | Shares | $19.3M | 239K |
| Schwab Strategic Tr | SCHA | Shares | $18.1M | 624K |
| Schwab Strategic Tr | SCHM | Shares | $14.6M | 473K |
| Ishares Tr | MUB | Shares | $14.4M | 136K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $13.3M | 212K |
| Wisdomtree Tr | EZM | Shares | $12.9M | 192K |
| Global X Fds | BOTZ | Shares | $12.4M | 373K |
| Apple Inc | AAPL | Shares | $12.3M | 49K |
| First Tr Exchange-Traded Fd | FIW | Shares | $11.6M | 113K |
| Ishares Tr | AGG | Shares | $9.7M | 97K |
| Schwab Strategic Tr | SCHC | Shares | $9.5M | 203K |
| Ark Etf Tr | ARKF | Shares | $9.3M | 246K |
| Vanguard Index Fds | VUG | Shares | $9.2M | 21K |
| Ishares Tr | XT | Shares | $8.6M | 126K |
| Ishares Tr | SUB | Shares | $7.5M | 70K |
| Wisdomtree Tr | WCLD | Shares | $7.1M | 261K |
| Wisdomtree Tr | XC | Shares | $7.0M | 225K |
| Immunitybio Inc | IBRX | Shares | $5.5M | 718K |
| Microsoft Corp | MSFT | Shares | $5.3M | 14K |
| Spdr Series Trust | SPMB | Shares | $5.3M | 236K |
| Ishares Tr | SCZ | Shares | $4.8M | 61K |
| Schwab Strategic Tr | SCHO | Shares | $4.7M | 194K |
| Wisdomtree Tr | DLN | Shares | $4.7M | 52K |
| Schwab Strategic Tr | SCHF | Shares | $4.4M | 176K |
| Global X Fds | SNSR | Shares | $3.8M | 103K |
| Goldman Sachs Etf Tr | GSLC | Shares | $3.6M | 29K |
| Nvidia Corporation | NVDA | Shares | $3.4M | 20K |
| Ishares Tr | IVV | Shares | $3.0M | 5K |
| Goldman Sachs Etf Tr | GSIE | Shares | $2.8M | 65K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $2.8M | 55K |
| Amazon Com Inc | AMZN | Shares | $2.5M | 12K |
| Vanguard Bd Index Fds | VUSB | Shares | $2.1M | 42K |
| Ishares Inc | RING | Shares | $2.0M | 25K |
| Ark Etf Tr | ARKG | Shares | $1.9M | 72K |
| Global X Fds | CLOU | Shares | $1.8M | 94K |
| American Centy Etf Tr | AVDE | Shares | $1.8M | 22K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Ark Etf Tr | ARKK | Shares | $1.8M | 26K |
| Dbx Etf Tr | DBEF | Shares | $1.6M | 32K |
| Wisdomtree Tr | DTD | Shares | $1.6M | 18K |
| Invesco Exch Traded Fd Tr Ii | TBLL | Shares | $1.5M | 15K |
| Ishares Tr | IJH | Shares | $1.5M | 22K |
| Palantir Technologies Inc | PLTR | Shares | $1.4M | 9K |
| Invesco Qqq Tr | QQQ | Shares | $1.3M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Ishares Tr | IJR | Shares | $1.2M | 9K |
| Vanguard World Fd | MGK | Shares | $1.2M | 3K |
| Ishares Inc | IEMG | Shares | $1.1M | 16K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Ssga Active Tr | STOT | Shares | $1.1M | 23K |
| Ishares Tr | IDNA | Shares | $1.1M | 36K |
| Ishares Tr | IXN | Shares | $1.1M | 11K |
| First Tr Exchange Traded Fd | TDIV | Shares | $1.0M | 11K |
| American Centy Etf Tr | AVSF | Shares | $1.0M | 22K |
| Eli Lilly & Co | LLY | Shares | $1.0M | 1K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Broadcom Inc | AVGO | Shares | $985K | 3K |
| Vanguard Index Fds | VOT | Shares | $972K | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $964K | 12K |
| Vanguard Mun Bd Fds | VTEB | Shares | $920K | 18K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $908K | 17K |
| Ishares Inc | EMGF | Shares | $907K | 15K |
| First Tr Exchange-Traded Alp | FTC | Shares | $905K | 6K |
| Schwab Strategic Tr | SCHE | Shares | $883K | 27K |
| Meta Platforms Inc | META | Shares | $873K | 2K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $830K | 11K |
| Alphabet Inc | GOOG | Shares | $830K | 3K |
| Wisdomtree Tr | DES | Shares | $825K | 23K |
| Vanguard Index Fds | VTI | Shares | $824K | 3K |
| Vaneck Etf Trust | GDXJ | Shares | $791K | 7K |
| Direxion Shares Etf Trust | SOXL | Shares | $791K | 17K |
| Asml Hldg Nv | Shares | $782K | 592 | |
| Johnson & Johnson | JNJ | Shares | $781K | 3K |
| Spdr Series Trust | SHM | Shares | $777K | 16K |
| Mcdonalds Corp | MCD | Shares | $771K | 2K |
| Schwab Strategic Tr | SCHG | Shares | $729K | 25K |
| Blackstone Inc | BX | Shares | $728K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $727K | 2K |
| Wisdomtree Tr | HEDJ | Shares | $713K | 14K |
| Kkr & Co Inc | KKR | Shares | $710K | 8K |
| Alphabet Inc | GOOGL | Shares | $698K | 2K |
| Wisdomtree Tr | DHS | Shares | $690K | 6K |
| Schwab Strategic Tr | SCHJ | Shares | $687K | 28K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.