Clearwater Capital Advisors, LLC
CIK: 0001690531SEC EDGAR →
Portfolio Value
$1.2B
Holdings
163
As of
Q4 2025
New Positions
7
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES U S ETF TR | 2,924,871 | $149.5M | 12.46% |
| 2 | WISDOMTREE TR | 899,720 | $80.5M | 6.71% |
| 3 | ISHARES TR | 1,067,964 | $74.1M | 6.18% |
| 4 | ISHARES TR | 1,841,232 | $69.5M | 5.79% |
| 5 | BLACKROCK ETF TRUST II | 1,099,096 | $58.0M | 4.84% |
| 6 | J P MORGAN EXCHANGE TRADED F | 1,107,784 | $51.4M | 4.29% |
| 7 | SPDR INDEX SHS FDS | 1,103,199 | $49.0M | 4.08% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 852,617 | $42.6M | 3.55% |
| 9 | ISHARES TR | 769,248 | $40.7M | 3.39% |
| 10 | ISHARES TR | 468,005 | $35.0M | 2.92% |
Quarterly Changes
Top Buys
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 122 | $1.1B | 95.3% |
| Technology | 14 | $28.4M | 2.4% |
| Unknown | 6 | $11.3M | 0.9% |
| Consumer Cyclical | 4 | $5.5M | 0.5% |
| Healthcare | 5 | $4.5M | 0.4% |
| Communication Services | 5 | $3.3M | 0.3% |
| Consumer Defensive | 3 | $1.8M | 0.2% |
| Industrials | 1 | $575K | 0.0% |
| Utilities | 2 | $475K | 0.0% |
| Energy | 1 | $202K | 0.0% |