Institutional Manager · CIK 0001690531
Clearwater Capital Advisors, LLC
HOFFMAN ESTATES, IL · File #028-17575
Latest AUM
$1.20B
Positions
164
Top-10 Concentration
58.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025164 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 2025169 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Jun 2025164 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Mar 2025170 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Dec 2024172 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Sep 2024173 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Jun 2024158 pos · $944.1M
- 13F HOLDINGS REPORTQ/E Mar 2024159 pos · $937.6M
- 13F HOLDINGS REPORTQ/E Dec 2023142 pos · $816.1M
- 13F HOLDINGS REPORTQ/E Sep 2023150 pos · $839.6M
- 13F HOLDINGS REPORTQ/E Jun 2023154 pos · $819.0M
- 13F HOLDINGS REPORTQ/E Mar 2023161 pos · $767.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES U S ETF TR | 46431W507 | 2,924,871 | $149.5M | 13.34% |
| 2 | WISDOMTREE TR | WT | 899,720 | $80.5M | 7.18% |
| 3 | ISHARES TR | 46434V282 | 1,067,964 | $74.1M | 6.62% |
| 4 | ISHARES TR | 46434V274 | 1,841,232 | $69.5M | 6.20% |
| 5 | BLACKROCK ETF TRUST II | BLK | 1,099,096 | $58.0M | 5.18% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q241 | 1,107,784 | $51.4M | 4.59% |
| 7 | SPDR INDEX SHS FDS | 78463X889 | 1,103,199 | $49.0M | 4.37% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 852,617 | $42.6M | 3.80% |
| 9 | ISHARES TR | 464288646 | 769,248 | $40.7M | 3.63% |
| 10 | ISHARES TR | 46434V290 | 468,005 | $35.0M | 3.13% |
| 11 | ISHARES INC | 46434G764 | 479,442 | $34.8M | 3.11% |
| 12 | JANUS DETROIT STR TR | 47103U746 | 599,398 | $31.2M | 2.78% |
| 13 | ISHARES TR | 464288588 | 311,265 | $29.6M | 2.65% |
| 14 | VANECK ETF TRUST | 92189F106 | 330,431 | $28.3M | 2.53% |
| 15 | AMERICAN CENTY ETF TR | 02507A101 | 408,240 | $26.0M | 2.32% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 907,465 | $24.4M | 2.18% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 369,290 | $18.6M | 1.66% |
| 18 | SCHWAB STRATEGIC TR | 808524607 | 612,302 | $17.4M | 1.56% |
| 19 | AMERICAN CENTY ETF TR | 025072349 | 219,562 | $16.6M | 1.48% |
| 20 | WISDOMTREE TR | WT | 454,235 | $14.7M | 1.32% |