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
$1.81 Million 0.17% of portfolio
2,712
Q3 2025 Added 0.48%
$367B
$1.69 Million 0.16% of portfolio
4,183
Q3 2025 Added 0.14%
$0
$1.74 Million 0.16% of portfolio
68,954
Q4 2024 Added 72.55%
$0
$1.49 Million 0.14% of portfolio
32,167
Q3 2025 Reduced 3.57%
$0
$1.52 Million 0.14% of portfolio
18,119
Q3 2025 Reduced 0.69%
$0
$1.39 Million 0.13% of portfolio
21,249
Q3 2025 Reduced 2.89%
$881B
$1.39 Million 0.13% of portfolio
4,400
Q3 2025 Added 0.41%
$1.37T
$1.37 Million 0.13% of portfolio
1,869
Q3 2025 Reduced 7.84%
$0
$1.43 Million 0.13% of portfolio
2,386
Q3 2025 Added 0.21%
$139B
$1.31 Million 0.12% of portfolio
3,962
Q3 2025 Added 167.52%
$342B
$1.24 Million 0.12% of portfolio
6,772
Q3 2025 Reduced 6.67%
$1.29T
$1.31 Million 0.12% of portfolio
2,946
Q3 2025 Reduced 8.48%
$0
$1.26 Million 0.12% of portfolio
3,132
Q3 2025 Reduced 2.52%
$0
$1.23 Million 0.12% of portfolio
10,377
Q3 2025 Added 1.78%
$404B
$1.3 Million 0.12% of portfolio
1,402
Q3 2025 Added 2.11%
$0
$1.17 Million 0.11% of portfolio
11,845
Q3 2025 Reduced 3.01%
$0
$1.16 Million 0.11% of portfolio
36,237
Q3 2025 Reduced 1.14%
$0
$1.09 Million 0.1% of portfolio
10,518
Q3 2025 Reduced 0.03%
$0
$1.04 Million 0.1% of portfolio
44,180
Q3 2025 Reduced 34.19%
$0
$1.12 Million 0.1% of portfolio
3,797
Q3 2025 Reduced 0.89%
$0
$1.08 Million 0.1% of portfolio
22,892
Q3 2025 Reduced 2.91%
$0
$915,000 0.09% of portfolio
18,990
Q2 2025 Reduced 11.78%
$0
$997,000 0.09% of portfolio
9,951
Q2 2025 Reduced 1.06%
$0
$924,000 0.09% of portfolio
5,754
Q3 2025 Reduced 1.17%
$0
$882,000 0.08% of portfolio
15,601
Q3 2025 Reduced 10.12%
$0
$813,000 0.08% of portfolio
9,802
Q2 2025 Reduced 12.86%
$662B
$849,000 0.08% of portfolio
1,689
Q3 2025 Added 0.66%
$0
$868,000 0.08% of portfolio
26,031
Q3 2025 Reduced 9.45%
$0
$834,000 0.08% of portfolio
11,351
Q1 2024 Reduced 1.74%
$971B
$873,000 0.08% of portfolio
1,145
Q3 2025 Added 0.97%
$1.65T
$886,000 0.08% of portfolio
3,647
Q3 2025 Added 1.64%
$0
$868,000 0.08% of portfolio
16,193
Q3 2025 Reduced 0.17%
$0
$898,000 0.08% of portfolio
17,947
Q3 2025 Added 0.01%
$51.1B
$877,000 0.08% of portfolio
9,773
Q3 2025 Reduced 0.26%
$224B
$710,000 0.07% of portfolio
2,338
Q3 2025 Added 1.12%
$0
$776,000 0.07% of portfolio
23,050
Q3 2025 Reduced 0.41%
$0
$801,000 0.07% of portfolio
2,443
Q3 2025 Reduced 0.2%
$103B
$605,000 0.06% of portfolio
4,659
Q3 2025 Added 0.47%
$328B
$632,000 0.06% of portfolio
2,104
Q3 2025 Reduced 1.27%
$1.74T
$653,000 0.06% of portfolio
2,683
Q3 2025 Reduced 9.72%
$0
$692,000 0.06% of portfolio
6,996
Q3 2025 Reduced 14.46%
$0
$687,000 0.06% of portfolio
13,640
Q4 2023 Added 2.73%
$0
$612,000 0.06% of portfolio
6,082
Q3 2025 Reduced 0.03%
$522B
$599,000 0.06% of portfolio
3,234
Q3 2025 Added 0.4%
$0
$643,000 0.06% of portfolio
2,284
Q3 2025 Reduced 9.72%
$0
$665,000 0.06% of portfolio
891
Q4 2024 Reduced 11.08%
$0
$537,000 0.05% of portfolio
10,933
Q2 2025 Reduced 7.76%
$0
$528,000 0.05% of portfolio
11,351
Q2 2025 Reduced 1.09%
$346B
$566,000 0.05% of portfolio
3,686
Q3 2025 Added 1.07%

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
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