Clearwater Capital Advisors, LLC holds a focused book of 189 stocks worth $1.4B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Avantis US LG Cap Eq ETF and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is Ishares SH Dba ETF Usd Inc at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clearwater Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $77.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.7B |
| MORGAN STANLEY | 79 / 80 | $423.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $129.1B |
| UBS Group AG | 79 / 80 | $109.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.6B |
| ROYAL BANK OF CANADA | 78 / 80 | $118.9B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $68.6B |
Ranked by how many of Clearwater Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares U S ETF TR SHOR DURA BD ETF | $164.6M | 3.25M | 12.1% | ▲+4.2% Added · +132K sh | |
| 2 | Wisdomtree TR US QTLY DIV GRT | $89.7M | 938.5K | 6.6% | ▲+0.9% Added · +8K sh | |
| 3 | Ishares TR U S EQUITY FACTR | $86.9M | 1.15M | 6.4% | ▲+1.9% Added · +21K sh | |
| 4 | Ishares TR INTL EQTY FACTOR | $77.6M | 1.89M | 5.7% | ▲~0% Added · +69 sh | |
| 5 | BlackRock ETF Trust II ISHA FLEX IN ETF | $74.8M | 1.43M | 5.5% | ▲+9.6% Added · +125K sh | |
| 6 | J P Morgan Exchange Traded F BETABUILDERS US | $59.3M | 1.29M | 4.3% | ▲+7.4% Added · +89K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $56.0M | 1.11M | 4.1% | ▼−1.3% Reduced · −15K sh | |
| 8 | Ishares Inc MSCI EMRG CHN | $51.6M | 504.9K | 3.8% | ▼−3.3% Reduced · −17K sh | |
| 9 | First TR Exchange-Traded FD FST LOW OPPT EFT | $47.4M | 952.2K | 3.5% | ▲+4.7% Added · +43K sh | |
| 10 | Janus Detroit STR TR HEND SECU IN ETF | $44.4M | 867.7K | 3.3% | ▲+13% Added · +97K sh | |
| 11 | Ishares TR US SML CAP EQT | $42.3M | 474.7K | 3.1% | ▼−0.9% Reduced · −4K sh | |
| 12 | American Centy ETF TR AVAN EMER EX ETF | $40.6M | 474.1K | 3.0% | ▲+2.0% Added · +9K sh | |
| 13 | Ishares TR ISHS 1-5YR INVS | $38.8M | 740.4K | 2.8% | ▲+0.8% Added · +6K sh | |
| 14 | Ishares TR MBS ETF | $32.9M | 348.0K | 2.4% | ▲+7.1% Added · +23K sh | |
| 15 | Schwab Strategic TR US LRG CAP ETF | $28.6M | 971.6K | 2.1% | ▲+1.4% Added · +13K sh | |
| 16 | J P Morgan Exchange Traded F MUNICIPAL ETF | $25.3M | 500.4K | 1.9% | ▲+4.2% Added · +20K sh | |
| 17 | American Centy ETF TR US LARGE CAP VLU | $22.4M | 246.0K | 1.6% | ▲+3.0% Added · +7K sh | |
| 18 | Vaneck ETF Trust GOLD MINERS ETF | $22.0M | 292.1K | 1.6% | ▲+3.6% Added · +10K sh | |
| 19 | Schwab Strategic TR US SML CAP ETF | $21.8M | 602.2K | 1.6% | ▼−3.5% Reduced · −22K sh | |
| 20 | First TR Exchange-Traded FD NASDAQ CYB ETF | $19.1M | 212.7K | 1.4% | ▲+0.5% Added · +1K sh | |
| 21 | Schwab Strategic TR US MID-CAP ETF | $17.1M | 464.7K | 1.3% | ▼−1.7% Reduced · −8K sh | |
| 22 | Ishares TR NATIONAL MUN ETF | $14.6M | 135.5K | 1.1% | ▼−0.3% Reduced · −455 sh | |
| 23 | Wisdomtree TR US MIDCAP FUND | $14.6M | 192.0K | 1.1% | ▲+0.2% Added · +360 sh | |
| 24 | Apple Inc COM | $14.5M | 50.0K | 1.1% | ▲+2.9% Added · +1K sh | |
| 25 | Global X FDS RBTCS ARTFL INTE | $14.3M | 377.4K | 1.0% | ▲+1.1% Added · +4K sh | |
| 26 | First TR Exchange-Traded FD WTR ETF | $12.6M | 114.8K | 0.9% | ▲+1.6% Added · +2K sh | |
| 27 | Vanguard Index FDS GROWTH ETF | $10.8M | 125.4K | 0.8% | ▲+494% Added · +104K sh | |
| 28 | Ark ETF TR BLOC FIN INN ETF | $10.3M | 262.0K | 0.8% | ▲+6.7% Added · +16K sh | |
| 29 | Ishares TR FUTU EXPO TE ETF | $10.1M | 122.0K | 0.7% | ▼−3.4% Reduced · −4K sh | |
| 30 | Schwab Strategic TR INTL SCEQT ETF | $9.9M | 204.9K | 0.7% | ▲+0.8% Added · +2K sh | |
| 31 | Wisdomtree TR CLOUD COMPUTNG | $9.4M | 294.0K | 0.7% | ▲+13% Added · +33K sh | |
| 32 | Ishares TR CORE US AGGBD ET | $9.4M | 95.1K | 0.7% | ▼−2.2% Reduced · −2K sh | |
| 33 | Ishares TR SHRT NAT MUN ETF | $7.5M | 70.5K | 0.6% | ▲+0.1% Added · +90 sh | |
| 34 | Immunitybio Inc COM | $6.3M | 717.5K | 0.5% | —Held | |
| 35 | Microsoft Corp COM | $5.6M | 15.0K | 0.4% | ▲+4.7% Added · +679 sh | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $5.0M | 180.2K | 0.4% | ▲+2.4% Added · +4K sh | |
| 37 | Wisdomtree TR US LARGECAP DIVD | $5.0M | 51.7K | 0.4% | ▼−1.6% Reduced · −819 sh | |
| 38 | SPDR Series Trust ST STR BACKE ETF | $4.9M | 221.9K | 0.4% | ▼−6.2% Reduced · −15K sh | |
| 39 | Ishares TR EAFE SML CP ETF | $4.8M | 58.5K | 0.4% | ▼−3.6% Reduced · −2K sh | |
| 40 | Goldman Sachs ETF TR ACTIVEBETA US LG | $4.6M | 32.2K | 0.3% | ▲+12% Added · +3K sh | |
| 41 | Direxion Shares ETF Trust DAI SEM BUL ETF | $4.4M | 16.4K | 0.3% | ▼−1.0% Reduced · −160 sh | |
| 42 | Nvidia Corporation COM | $4.2M | 21.1K | 0.3% | ▲+6.9% Added · +1K sh | |
| 43 | Global X FDS INTERNET OF THNG | $4.2M | 83.9K | 0.3% | ▼−19% Reduced · −19K sh | |
| 44 | Ishares TR CORE S&P500 ETF | $3.4M | 4.6K | 0.3% | ▼−1.3% Reduced · −59 sh | |
| 45 | Goldman Sachs ETF TR ACTIVEBETA INT | $3.3M | 71.4K | 0.2% | ▲+9.8% Added · +6K sh | |
| 46 | Amazon Com Inc COM | $3.1M | 13.0K | 0.2% | ▲+6.8% Added · +829 sh | |
| 47 | First TR Exch Traded FD III MANAGD MUN ETF | $2.9M | 55.6K | 0.2% | ▲+1.7% Added · +926 sh | |
| 48 | Schwab Strategic TR SHT TM US TRES | $2.5M | 104.9K | 0.2% | ▼−46% Reduced · −89K sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.8K | 0.2% | ▲+3.2% Added · +89 sh | |
| 50 | Global X FDS CLOUD COMPUTNG | $2.0M | 87.5K | 0.1% | ▼−7.3% Reduced · −7K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1690531/holdings"
Use Arkolith to show Clearwater Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.