Clearwater Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Clearwater Capital Advisors, LLC held in its portfolio 160 assets valued at $1,199,484,912 (i.e. $1.20B).
The most valuable assets in the portfolio included: ISHARES U S ETF TR ($149.46M), WISDOMTREE TR ($80.46M), and ISHARES TR ($74.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 160 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clearwater Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES U S ETF TR | 2924871 | 149460918 | SHORT DURATION B |
| WISDOMTREE TR | 899720 | 80461923 | US QTLY DIV GRT |
| ISHARES TR | 1067964 | 74148757 | U S EQUITY FACTR |
| ISHARES TR | 1841232 | 69506500 | INTL EQTY FACTOR |
| BLACKROCK ETF TRUST II | 1099096 | 57999315 | ISHARES FLEXIBLE |
| J P MORGAN EXCHANGE TRADED F | 1107784 | 51423336 | BETABUILDERS US |
| SPDR INDEX SHS FDS | 1103199 | 48993059 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE-TRADED FD | 852617 | 42622326 | FST LOW OPPT EFT |
| ISHARES TR | 769248 | 40677813 | ISHS 1-5YR INVS |
| ISHARES TR | 468005 | 35044236 | US SML CAP EQT |
| ISHARES INC | 479442 | 34845831 | MSCI EMRG CHN |
| JANUS DETROIT STR TR | 599398 | 31204660 | HENDERSON SECURI |
| ISHARES TR | 311265 | 29638667 | MBS ETF |
| VANECK ETF TRUST | 330431 | 28341078 | GOLD MINERS ETF |
| AMERICAN CENTY ETF TR | 408240 | 26033699 | AVANTIS EMERGING |
| SCHWAB STRATEGIC TR | 907465 | 24419884 | US LRG CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 369290 | 18649145 | MUNICIPAL ETF |
| SCHWAB STRATEGIC TR | 612302 | 17438355 | US SML CAP ETF |
| AMERICAN CENTY ETF TR | 219562 | 16636213 | US LARGE CAP VLU |
| WISDOMTREE TR | 454235 | 14737602 | TRUE EMERGING MK |
| ISHARES TR | 134078 | 14361095 | NATIONAL MUN ETF |
| FIRST TR EXCHANGE TRADED FD | 199021 | 14220028 | NASDAQ CYB ETF |
| SCHWAB STRATEGIC TR | 456692 | 13732734 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 552087 | 13454361 | SHT TM US TRES |
| GLOBAL X FDS | 365041 | 13225446 | RBTCS ARTFL INTE |
| APPLE INC | 48644 | 13224245 | COM |
| WISDOMTREE TR | 184395 | 12317616 | US MIDCAP FUND |
| FIRST TR EXCHANGE-TRADED FD | 109446 | 11890257 | WTR ETF |
| ARK ETF TR | 226495 | 10787980 | BLOCKCHAIN & FIN |
| ISHARES TR | 105505 | 10537840 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 21110 | 10298725 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 190812 | 8687653 | INTL SCEQT ETF |
| ISHARES TR | 123586 | 8618888 | FUTURE EXPONENTI |
| SPDR SERIES TRUST | 350277 | 8267054 | STATE STREET SPD |
| ISHARES TR | 72714 | 7758584 | SHRT NAT MUN ETF |
| WISDOMTREE TR | 218956 | 7665650 | CLOUD COMPUTNG |
| MICROSOFT CORP | 14343 | 6936451 | COM |
| ISHARES TR | 62109 | 4815328 | EAFE SML CP ETF |
| WISDOMTREE TR | 52706 | 4642345 | US LARGECAP DIVD |
| SCHWAB STRATEGIC TR | 172156 | 4138637 | INTL EQTY ETF |
| GLOBAL X FDS | 109115 | 4032356 | INTERNET OF THNG |
| GOLDMAN SACHS ETF TR | 28644 | 3791640 | ACTIVEBETA US LG |
| ISHARES TR | 4419 | 3026876 | CORE S&P500 ETF |
| FIRST TR EXCH TRADED FD III | 55250 | 2825209 | MANAGD MUN ETF |
| GOLDMAN SACHS ETF TR | 64744 | 2780108 | ACTIVEBETA INT |
| NVIDIA CORPORATION | 14900 | 2778885 | COM |
| AMAZON COM INC | 11819 | 2728014 | COM |
| ISHARES INC | 34647 | 2551406 | MSCI GBL GOLD MN |
| ARK ETF TR | 32976 | 2536514 | INNOVATION ETF |
| GLOBAL X FDS | 105999 | 2397698 | CLOUD COMPUTNG |
| VANGUARD BD INDEX FDS | 44130 | 2199440 | VANGUARD ULTRA |
| ARK ETF TR | 72877 | 2111247 | GENOMIC REV ETF |
| INVESCO EXCH TRADED FD TR II | 19824 | 2094406 | SHORT TERM TREAS |
| FIRST TR EXCHANGE-TRADED ALP | 15462 | 1863431 | COM SHS |
| AMERICAN CENTY ETF TR | 22552 | 1856481 | INTL EQT ETF |
| SPDR S&P 500 ETF TR | 2703 | 1843368 | TR UNIT |
| SCHWAB STRATEGIC TR | 69522 | 1731098 | 1 5YR CORP BD |
| IMMUNITYBIO INC | 845084 | 1673267 | COM |
| DBX ETF TR | 32167 | 1547555 | XTRACK MSCI EAFE |
| WISDOMTREE TR | 18119 | 1537941 | US TOTAL DIVIDND |
| VANGUARD SCOTTSDALE FDS | 18197 | 1450847 | SHRT TRM CORP BD |
| ISHARES TR | 20893 | 1378938 | CORE S&P MCP ETF |
| JPMORGAN CHASE & CO. | 4256 | 1371369 | COM |
| PALANTIR TECHNOLOGIES INC | 7433 | 1321216 | CL A |
| VANGUARD WORLD FD | 3116 | 1286192 | MEGA GRWTH IND |
| INVESCO QQQ TR | 2038 | 1252067 | UNIT SER 1 |
| ISHARES TR | 10367 | 1245907 | CORE S&P SCP ETF |
| TESLA INC | 2654 | 1193573 | COM |
| AMERICAN CENTY ETF TR | 24909 | 1172841 | AVANTIS SHFXDINC |
| ELI LILLY & CO | 1084 | 1164954 | COM |
| ISHARES TR | 10518 | 1104390 | GLOBAL TECH ETF |
| FIRST TR EXCHANGE TRADED FD | 11098 | 1074731 | NASD TECH DIV |
| ISHARES INC | 15988 | 1074714 | CORE MSCI EMKT |
| SSGA ACTIVE TR | 22721 | 1074249 | STATE STREET DOU |
| VANGUARD INDEX FDS | 3776 | 1054033 | MCAP GR IDXVIP |
| ISHARES TR | 37825 | 990637 | GENOMICS IMMUN |
| BROADCOM INC | 2851 | 986732 | COM |
| COSTCO WHSL CORP NEW | 1125 | 970335 | COM |
| META PLATFORMS INC | 1469 | 969992 | CL A |
| VANGUARD MUN BD FDS | 18195 | 915027 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 27143 | 888923 | EMRG MKTEQ ETF |
| ISHARES INC | 15337 | 887260 | EMNG MKTS EQT |
| HOME DEPOT INC | 2390 | 822399 | COM |
| SCHWAB STRATEGIC TR | 25041 | 816838 | US LCAP GR ETF |
| INVESCO EXCH TRADED FD TR II | 11351 | 810689 | S&P500 LOW VOL |
| VANGUARD INDEX FDS | 2386 | 799955 | TOTAL STK MKT |
| ALPHABET INC | 2548 | 799645 | CAP STK CL C |
| VANECK ETF TRUST | 6844 | 778711 | JUNIOR GOLD MINE |
| WISDOMTREE TR | 23002 | 769417 | US SMALLCAP DIVD |
| BERKSHIRE HATHAWAY INC DEL | 1513 | 760609 | CL B NEW |
| ALPHABET INC | 2410 | 754178 | CAP STK CL A |
| GOLDMAN SACHS ETF TR | 7460 | 745553 | ACCES TREASURY |
| WISDOMTREE TR | 13640 | 723739 | EUROPE HEDGED EQ |
| MCDONALDS CORP | 2360 | 721176 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 9773 | 668083 | SHS REP COM UT |
| VANGUARD WORLD FD | 871 | 656543 | INF TECH ETF |
| JOHNSON & JOHNSON | 3169 | 655872 | COM |
| AMPLIFY ETF TR | 8047 | 646738 | AMPLIFY CYBERSEC |
| SELECT SECTOR SPDR TR | 4452 | 640955 | STATE STREET TEC |
| ISHARES TR | 16819 | 628947 | BROAD USD HIGH |
| ASML HOLDING N V | 580 | 620519 | N Y REGISTRY SHS |
| WISDOMTREE TR | 6082 | 619270 | US HIGH DIVIDEND |
| INVESCO EXCHANGE TRADED FD T | 13590 | 618481 | S&P500 EQL TEC |
| AMGEN INC | 1818 | 595050 | COM |
| KKR & CO INC | 4659 | 593930 | COM |
| GE AEROSPACE | 1867 | 575032 | COM NEW |
| WISDOMTREE TR | 10933 | 564194 | ITL HIGH DIV FD |
| PROCTER AND GAMBLE CO | 3803 | 544956 | COM |
| BLACKSTONE INC | 3366 | 518841 | COM |
| ISHARES TR | 6070 | 502718 | 1 3 YR TREAS BD |
| VANECK ETF TRUST | 10590 | 499425 | INTRMDT MUNI ETF |
| MICRON TECHNOLOGY INC | 1599 | 456371 | COM |
| VANGUARD INDEX FDS | 1467 | 443196 | SML CP GRW ETF |
| PHILIP MORRIS INTL INC | 2733 | 438419 | COM |
| ISHARES TR | 2124 | 421869 | MSCI USA QLT FCT |
| CISCO SYS INC | 5407 | 416502 | COM |
| BITWISE ETHEREUM ETF | 19406 | 412766 | SHS |
| WISDOMTREE TR | 10511 | 410152 | EM EX ST-OWNED |
| INVESCO EXCHANGE TRADED FD T | 8787 | 410134 | S&P500 PUR GWT |
| FIRST TR EXCHANGE TRADED FD | 2670 | 408589 | NASDQ CLN EDGE |
| ISHARES TR | 2976 | 406909 | MSCI USA VALUE |
| ISHARES TR | 2384 | 402348 | ISHARES BIOTECH |
| SPDR S&P MIDCAP 400 ETF TR | 662 | 399372 | UTSER1 S&PDCRP |
| INVESCO EXCHANGE TRADED FD T | 5248 | 393863 | S&P500 QUALITY |
| ISHARES TR | 7764 | 392728 | ULTRA SHORT DUR |
| GOLDMAN SACHS ETF TR | 9401 | 391271 | ACTIVEBETA EME |
| FIRST TR EXCHANGE TRADED FD | 6443 | 388836 | FINLS ALPHADEX |
| GOLDMAN SACHS ETF TR | 8308 | 384245 | ACCESS INVT GR |
| AT&T INC | 15439 | 383509 | COM |
| DISNEY WALT CO | 3304 | 375846 | COM |
| ABBVIE INC | 1627 | 371754 | COM |
| INVESCO EXCHANGE TRADED FD T | 5212 | 366975 | WATER RES ETF |
| ISHARES TR | 3463 | 347616 | 0-3 MNTH TREASRY |
| GOLDMAN SACHS ETF TR | 6689 | 337594 | ULTRA SHORT BOND |
| ISHARES TR | 8069 | 333734 | HDG MSCI EAFE |
| PEPSICO INC | 2217 | 318199 | COM |
| VANGUARD INDEX FDS | 1084 | 314599 | MID CAP ETF |
| WISDOMTREE TR | 5867 | 302738 | US MIDCAP DIVID |
| ISHARES TR | 3036 | 294128 | S&P MC 400GR ETF |
| ISHARES TR | 3075 | 289542 | MSCI USA MIN VOL |
| ISHARES TR | 3446 | 285088 | MRGSTR MD CP ETF |
| INVESCO EXCHANGE TRADED FD T | 2464 | 280552 | S&P 500 GARP ETF |
| VANGUARD WHITEHALL FDS | 1914 | 274698 | HIGH DIV YLD |
| EXCHANGE TRADED CONCEPTS TRU | 3818 | 264626 | ROBO GLB ETF |
| ISHARES TR | 5435 | 261859 | FUTURE AI & TECH |
| DUKE ENERGY CORP NEW | 2159 | 253057 | COM NEW |
| ISHARES TR | 776 | 250656 | RUS 2000 GRW ETF |
| PURE STORAGE INC | 3671 | 245994 | CL A |
| WISDOMTREE TR | 8015 | 233566 | ARTIFICIAL INTEL |
| FIRST TR EXCHANGE TRADED FD | 2000 | 227643 | HLTH CARE ALPH |
| EXELON CORP | 5180 | 225797 | COM |
| EVERGY INC | 3074 | 222835 | COM |
| INVESCO EXCHANGE TRADED FD T | 10711 | 218351 | HIG YLD EQ DIV |
| VANGUARD SPECIALIZED FUNDS | 971 | 213407 | DIV APP ETF |
| WISDOMTREE TR | 2600 | 210626 | INTL SMCAP DIV |
| WINTRUST FINL CORP | 1487 | 207913 | COM |
| ENTERPRISE PRODS PARTNERS L | 6303 | 202075 | COM |
| VANGUARD TAX-MANAGED FDS | 3203 | 200092 | VAN FTSE DEV MKT |
| RED CAT HLDGS INC | 12500 | 99125 | COM |
| NANO DIMENSION LTD | 26353 | 40584 | SPONSORD ADS NEW |
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