Clearwater Capital Advisors, LLC Portfolio Holdings

Clearwater Capital Advisors, LLC

  • $1.07 Billion
  • Q3 2025

Clearwater Capital Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $144M, Wisdomtree Tr Us Quality Divid with a value of $78.9M, Ishares Tr with a value of $73.4M, Ishares Tr with a value of $66.3M, and Schwab Short Term Us Treasury with a value of $63.1M.

Examining the 13F form we can see an increase of $71.8M in the current position value, from $998M to 1.07B.

Below you can find more details about Clearwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.07 Billion
ETFs: $1 Billion
Technology: $28.8 Million
Consumer Cyclical: $6.83 Million
Healthcare: $4.66 Million
Communication Services: $4.02 Million
Financial Services: $3.42 Million
Consumer Defensive: $2.6 Million
Industrials: $833,000
Other: $716,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$144 Million 13.44% of portfolio
2,803,935
Q3 2025 Added 7.53%
$0
$78.9 Million 7.38% of portfolio
887,226
Q3 2025 Added 1.28%
$0
$73.4 Million 6.86% of portfolio
1,062,921
Q3 2025 Reduced 0.39%
$0
$66.3 Million 6.2% of portfolio
1,845,982
Q3 2025 Added 0.12%
$0
$63.1 Million 5.9% of portfolio
2,585,770
Q3 2025 Added 5.03%
$0
$60.9 Million 5.69% of portfolio
1,148,036
Q3 2025 Added 5.72%
$0
$47.4 Million 4.43% of portfolio
1,108,039
Q3 2025 Reduced 0.11%
$0
$40.2 Million 3.76% of portfolio
806,953
Q3 2025 Added 6.81%
$0
$34.6 Million 3.24% of portfolio
465,635
Q3 2025 Reduced 0.11%
$0
$32.6 Million 3.05% of portfolio
483,564
Q3 2025 Added 0.74%
$0
$30.6 Million 2.86% of portfolio
321,673
Q3 2025 Added 7.28%
$0
$27 Million 2.52% of portfolio
353,574
Q3 2025 Reduced 11.21%
$0
$23.8 Million 2.22% of portfolio
901,868
Q3 2025 Added 1.19%
$0
$17 Million 1.59% of portfolio
608,198
Q3 2025 Added 1.34%
$0
$16.2 Million 1.51% of portfolio
152,217
Q3 2025 Reduced 3.09%
$0
$15 Million 1.4% of portfolio
196,969
Q3 2025 Reduced 2.82%
$4.3T
$13.5 Million 1.26% of portfolio
52,991
Q3 2025 Reduced 2.87%
$0
$13.3 Million 1.25% of portfolio
450,132
Q3 2025 Added 1.59%
$0
$13.1 Million 1.22% of portfolio
130,387
Q3 2025 Reduced 0.38%
$0
$12.9 Million 1.2% of portfolio
363,840
Q3 2025 Added 0.4%
$0
$12.8 Million 1.2% of portfolio
225,863
Q3 2025 Reduced 10.07%
$0
$12.8 Million 1.2% of portfolio
571,935
Q3 2025 Reduced 0.28%
$0
$12 Million 1.13% of portfolio
107,148
Q3 2025 Added 0.57%
$0
$11.9 Million 1.11% of portfolio
179,989
Q3 2025 Added 0.64%
$0
$10.2 Million 0.96% of portfolio
21,322
Q3 2025 Reduced 0.75%
$0
$9.1 Million 0.85% of portfolio
126,438
Q3 2025 Added 13.17%
$0
$8.52 Million 0.8% of portfolio
187,171
Q3 2025 Reduced 0.65%
$0
$7.88 Million 0.74% of portfolio
73,775
Q3 2025 Added 0.92%
$3.78T
$7.79 Million 0.73% of portfolio
15,032
Q3 2025 Reduced 2.12%
$0
$7.38 Million 0.69% of portfolio
209,951
Q3 2025 Added 1.98%
$0
$5.87 Million 0.55% of portfolio
116,357
Q3 2025 Added 23.43%
$0
$4.81 Million 0.45% of portfolio
123,342
Q3 2025 Reduced 66.77%
$0
$4.84 Million 0.45% of portfolio
63,033
Q3 2025 Reduced 1.63%
$0
$4.65 Million 0.43% of portfolio
53,408
Q3 2025 Reduced 0.56%
$0
$4.04 Million 0.38% of portfolio
30,984
Q3 2025 Reduced 0.08%
$0
$3.93 Million 0.37% of portfolio
168,666
Q3 2025 Reduced 0.2%
$465B
$3.31 Million 0.31% of portfolio
17,763
Q3 2025 Added 8.51%
$2.39T
$3.12 Million 0.29% of portfolio
14,210
Q3 2025 Added 23.25%
$0
$2.96 Million 0.28% of portfolio
4,419
Q3 2025 Reduced 0.18%
$0
$3.03 Million 0.28% of portfolio
35,114
Q3 2025 Reduced 45.41%
$0
$2.84 Million 0.27% of portfolio
56,041
Q3 2025 Added 3.82%
$0
$2.87 Million 0.27% of portfolio
35,948
Q3 2025 Reduced 0.56%
$0
$2.64 Million 0.25% of portfolio
105,642
Q3 2025 Reduced 0.21%
$0
$2.48 Million 0.23% of portfolio
106,617
Q3 2025 Added 1.42%
$0
$2.38 Million 0.22% of portfolio
36,726
Q3 2025 Reduced 2.23%
$0
$2.09 Million 0.2% of portfolio
66,267
Q3 2025 Reduced 0.62%
$0
$2.13 Million 0.2% of portfolio
76,807
Q3 2025 Reduced 70.88%
$833M
$2.08 Million 0.19% of portfolio
846,419
Q4 2024 Added 75.41%
$0
$1.77 Million 0.17% of portfolio
22,420
Q3 2025 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $1.07 Billion
  • Prior Value $998 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
Track This Portfolio

Track Clearwater Capital Advisors, LLC Portfolio

Follow Clearwater Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email