Clearwater Capital Advisors, LLC 13F Holdings
CIK 0001690531 · HOFFMAN ESTATES, IL
As of Sep 30, 2025, Clearwater Capital Advisors, LLC reported 168 positions worth
CIK 0001690531 · HOFFMAN ESTATES, IL
As of Sep 30, 2025, Clearwater Capital Advisors, LLC reported 168 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 2,803,935 | 43.8M | 12.25% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 887,226 | $78.9M | 6.73% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 1,062,921 | $73.4M | 6.26% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 1,845,982 | $66.3M | 5.65% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 2,585,770 | $63.1M | 5.38% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 1,148,036 | $60.9M | 5.19% |
| JPMORGAN BETABUILDERS US AGGREGATE BOND ETF | BBAG | — | 1,041,795 | $48.6M | 4.14% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 1,108,039 | $47.4M | 4.04% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 806,953 | $40.2M | 3.42% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 465,635 | $34.6M | 2.95% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 483,564 | $32.6M | 2.78% |
| ISHARES MBS ETF | MBB | — | 321,673 | $30.6M | 2.61% |
| VANECK GOLD MINERS ETF | GDX | — | 353,574 | $27.0M | 2.30% |
| AMERICAN CENTY ETF TR | AVXC | — | 406,028 | $24.3M | 2.07% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 901,868 | $23.8M | 2.02% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 608,198 | 7.0M | 1.45% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 152,217 | 6.2M | 1.38% |
| WISDOMTREE TRUE EMERGING MARKETS FUND | XC | — | 450,788 | 5.6M | 1.33% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 196,969 | 5.0M | 1.28% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 205,475 | 4.8M | 1.27% |
| APPLE INC | AAPL | Technology | 52,991 | 3.5M | 1.15% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 450,132 | 3.3M | 1.14% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 130,387 | 3.1M | 1.11% |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | BOTZ | — | 363,840 | 2.9M | 1.10% |
| STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF | SPMB | — | 571,935 | 2.8M | 1.09% |