Clearwater Capital Advisors, LLC

Est. AUM

$1.24B

13F long equity, this entity only

Positions

177

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES U S ETF TR	SHORT DURATION B	$158.5M	3117801	12.79%	SOLE
2	WISDOMTREE TR	US QTLY DIV GRT	$81.7M	930174	6.59%	SOLE
3	ISHARES TR	U S EQUITY FACTR	$74.5M	1128442	6.01%	SOLE
4	ISHARES TR	INTL EQTY FACTOR	$73.8M	1894582	5.96%	SOLE
5	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$67.7M	1304331	5.47%	SOLE
6	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$55.5M	1201541	4.48%	SOLE
7	SPDR INDEX SHS FDS	STATE STREET SPD	$51.4M	1126738	4.15%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$45.3M	909130	3.65%	SOLE
9	ISHARES INC	MSCI EMRG CHN	$41.1M	521935	3.31%	SOLE
10	JANUS DETROIT STR TR	HENDERSON SECURI	$39.8M	771127	3.21%	SOLE
11	ISHARES TR	ISHS 1-5YR INVS	$38.6M	734445	3.12%	SOLE
12	ISHARES TR	US SML CAP EQT	$36.2M	479209	2.92%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$31.4M	464766	2.54%	SOLE
14	ISHARES TR	MBS ETF	$30.9M	325036	2.49%	SOLE
15	VANECK ETF TRUST	GOLD MINERS ETF	$25.9M	281825	2.09%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$24.6M	958308	1.98%	SOLE
17	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$24.0M	480429	1.94%	SOLE
18	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$19.3M	238850	1.55%	SOLE
19	SCHWAB STRATEGIC TR	US SML CAP ETF	$18.1M	624063	1.46%	SOLE
20	SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.6M	473011	1.18%	SOLE
21	ISHARES TR	NATIONAL MUN ETF	$14.4M	135950	1.16%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$13.3M	211602	1.07%	SOLE
23	WISDOMTREE TR	US MIDCAP FUND	$12.9M	191663	1.04%	SOLE
24	GLOBAL X FDS	RBTCS ARTFL INTE	$12.4M	373424	1.00%	SOLE
25	APPLE INC	COM	$12.3M	48551	0.99%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$11.6M	112957	0.94%	SOLE
27	ISHARES TR	CORE US AGGBD ET	$9.7M	97252	0.78%	SOLE
28	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$9.5M	203226	0.77%	SOLE
29	ARK ETF TR	BLOCKCHAIN & FIN	$9.3M	245638	0.75%	SOLE
30	VANGUARD INDEX FDS	GROWTH ETF	$9.2M	21104	0.74%	SOLE
31	ISHARES TR	FUTURE EXPONENTI	$8.6M	126310	0.69%	SOLE
32	ISHARES TR	SHRT NAT MUN ETF	$7.5M	70430	0.61%	SOLE
33	WISDOMTREE TR	CLOUD COMPUTNG	$7.1M	261011	0.58%	SOLE
34	WISDOMTREE TR	TRUE EMERGING MK	$7.0M	224509	0.57%	SOLE
35	IMMUNITYBIO INC	COM	$5.5M	717524	0.44%	SOLE
36	MICROSOFT CORP	COM	$5.3M	14320	0.43%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	236435	0.43%	SOLE
38	ISHARES TR	EAFE SML CP ETF	$4.8M	60698	0.38%	SOLE
39	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.7M	194349	0.38%	SOLE
40	WISDOMTREE TR	US LARGECAP DIVD	$4.7M	52474	0.38%	SOLE
41	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.4M	176063	0.35%	SOLE
42	GLOBAL X FDS	INTERNET OF THNG	$3.8M	103284	0.31%	SOLE
43	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.6M	28695	0.29%	SOLE
44	NVIDIA CORPORATION	COM	$3.4M	19773	0.28%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$3.0M	4629	0.24%	SOLE
46	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.8M	65014	0.23%	SOLE
47	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.8M	54627	0.22%	SOLE
48	AMAZON COM INC	COM	$2.5M	12147	0.20%	SOLE
49	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.1M	42437	0.17%	SOLE
50	ISHARES INC	MSCI GBL GOLD MN	$2.0M	24743	0.16%	SOLE

1–50 of 177

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.