Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clearwater Capital Advisors, LLC (CIK 1690531) reported $1.36B across 189 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NEAR ($164.6M, 12.06%), DGRW ($89.7M, 6.58%), LRGF ($86.9M, 6.37%), INTF ($77.6M, 5.69%), BINC ($74.8M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEAR | ISHARES U S ETF TR | $164.6M | 12.06% | 3.2M | Added |
| 2 | DGRW | WISDOMTREE TR | $89.7M | 6.58% | 938,490 | Added |
| 3 | LRGF | ISHARES TR | $86.9M | 6.37% | 1.1M | Added |
| 4 | INTF | ISHARES TR | $77.6M | 5.69% | 1.9M | Added |
| 5 | BINC | BLACKROCK ETF TRUST II | $74.8M | 5.48% | 1.4M | Added |
| 6 | BBAG | J P MORGAN EXCHANGE TRADED F | $59.3M | 4.35% | 1.3M | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $56.0M | 4.11% | 1.1M | Trimmed |
| 8 | EMXC | ISHARES INC | $51.6M | 3.78% | 504,877 | Trimmed |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | $47.4M | 3.47% | 952,240 | Added |
| 10 | JSI | JANUS DETROIT STR TR | $44.4M | 3.26% | 867,681 | Added |
| 11 | SMLF | ISHARES TR | $42.3M | 3.10% | 474,741 | Trimmed |
| 12 | AVXC | AMERICAN CENTY ETF TR | $40.6M | 2.98% | 474,084 | Added |
| 13 | IGSB | ISHARES TR | $38.8M | 2.84% | 740,410 | Added |
| 14 | MBB | ISHARES TR | $32.9M | 2.41% | 348,023 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $28.6M | 2.10% | 971,610 | Added |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $25.3M | 1.86% | 500,367 | Added |
| 17 | AVLV | AMERICAN CENTY ETF TR | $22.4M | 1.64% | 246,027 | Added |
| 18 | GDX | VANECK ETF TRUST | $22.0M | 1.62% | 292,105 | Added |
| 19 | SCHA | SCHWAB STRATEGIC TR | $21.8M | 1.59% | 602,201 | Trimmed |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | $19.1M | 1.40% | 212,657 | Added |
| 21 | SCHM | SCHWAB STRATEGIC TR | $17.1M | 1.26% | 464,741 | Trimmed |
| 22 | EZM | WISDOMTREE TR | $14.6M | 1.07% | 192,023 | Added |
| 23 | MUB | ISHARES TR | $14.6M | 1.07% | 135,495 | Trimmed |
| 24 | AAPL | APPLE INC | $14.5M | 1.06% | 49,975 | Added |
| 25 | BOTZ | GLOBAL X FDS | $14.3M | 1.05% | 377,404 | Added |
Source: SEC Form 13F filings · as of 2026-06-30