Clearwater Capital Advisors, LLC
CIK 1690531
13F filing for Q2 2026・No. 2,115
- Holdings
- US$1.36B
- Quarter change
- +US$125.58M
- Entries
- 190
- Net bought (estimate)
- +US$24.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 8
- Cut 64
- Added 68
- Corporate actions 0
- Unchanged 37
Largest holdings
189 stocks worth US$1.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES U S ETF TRSHOR DURA BD ETF | Added | 3,249,759 | US$164.63M | 12.06% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 938,490 | US$89.74M | 6.58% |
| ISHARES TRU S EQUITY FACTR | Added | 1,149,647 | US$86.95M | 6.37% |
| ISHARES TRINTL EQTY FACTOR | Added | 1,894,651 | US$77.6M | 5.69% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Added | 1,428,988 | US$74.79M | 5.48% |
| J P MORGAN EXCHANGE TRADED FBETABUILDERS US | Added | 1,290,839 | US$59.31M | 4.35% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 1,112,093 | US$56.04M | 4.11% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 504,877 | US$51.65M | 3.78% |
| FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT | Added | 952,240 | US$47.4M | 3.47% |
| JANUS DETROIT STR TRHEND SECU IN ETF | Added | 867,681 | US$44.43M | 3.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.