Clearwater Capital Advisors, LLC

CIK 0001690531 • 6 13F filings • May 8, 2025 – Aug 6, 2026

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Filer information

Filed by: Clearwater Capital Advisors, LLC, Chief Compliance Officer
Address: 2800 W. HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, 60169
Phone: 8478418650
AUM: $1.20B

AUM over time

$1.36B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q2 2026

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $1.20B160 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$372K	0.0%Prev: 0.0%	1,627 SH	Decreased-154 SH
ALPHABET INC	CAP STK CL A	$754K	0.1%Prev: 0.1%	2,410 SH	Decreased-673 SH
ALPHABET INC	CAP STK CL C	$800K	0.1%Prev: 0.1%	2,548 SH	Decreased-461 SH
AMAZON COM INC	COM	$2.7M	0.2%Prev: 0.2%	11,819 SH	Decreased-1,157 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$26.0M	2.2%	408,240 SH	New
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.2M	0.1%Prev: 0.1%	24,909 SH	Increased+2,946 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.9M	0.2%Prev: 0.1%	22,552 SH	Increased+2,594 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$16.6M	1.4%Prev: 1.6%	219,562 SH	Decreased-26,465 SH
AMGEN INC	COM	$595K	0.0%Prev: 0.1%	1,818 SH	Decreased-200 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$647K	0.1%Prev: 0.1%	8,047 SH	Decreased
APPLE INC	COM	$13.2M	1.1%Prev: 1.1%	48,644 SH	Decreased-1,331 SH
ARK ETF TR	BLOCKCHAIN & FIN	$10.8M	0.9%	226,495 SH	New
ARK ETF TR	GENOMIC REV ETF	$2.1M	0.2%Prev: 0.1%	72,877 SH	Increased+27,580 SH
ARK ETF TR	INNOVATION ETF	$2.5M	0.2%Prev: 0.1%	32,976 SH	Increased+8,583 SH
ASML HOLDING N V	N Y REGISTRY SHS	$621K	0.1%	580 SH	New
AT&T INC	COM	$384K	0.0%Prev: 0.0%	15,439 SH	Decreased-3,979 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$761K	0.1%Prev: 0.1%	1,513 SH	Decreased-74 SH
BITWISE ETHEREUM ETF	SHS	$413K	0.0%Prev: 0.0%	19,406 SH	Increased-99 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$58.0M	4.8%	1,099,096 SH	New
BLACKSTONE INC	COM	$519K	0.0%Prev: 0.1%	3,366 SH	Decreased-2,747 SH
BROADCOM INC	COM	$987K	0.1%Prev: 0.1%	2,851 SH	Increased+594 SH
CISCO SYS INC	COM	$417K	0.0%Prev: 0.1%	5,407 SH	Decreased-1,186 SH
COSTCO WHSL CORP NEW	COM	$970K	0.1%	1,125 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.5M	0.1%Prev: 0.1%	32,167 SH	Decreased+258 SH
DISNEY WALT CO	COM	$376K	0.0%Prev: 0.0%	3,304 SH	Increased-429 SH
DUKE ENERGY CORP NEW	COM NEW	$253K	0.0%Prev: 0.0%	2,159 SH	Decreased-318 SH
ELI LILLY & CO	COM	$1.2M	0.1%Prev: 0.1%	1,084 SH	Decreased-203 SH
ENTERPRISE PRODS PARTNERS L	COM	$202K	0.0%Prev: 0.0%	6,303 SH	Decreased+503 SH
EVERGY INC	COM	$223K	0.0%Prev: 0.0%	3,074 SH	Decreased
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$265K	0.0%Prev: 0.0%	3,818 SH	Decreased
EXELON CORP	COM	$226K	0.0%Prev: 0.0%	5,180 SH	Decreased
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.8M	0.2%Prev: 0.2%	55,250 SH	Decreased-303 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$389K	0.0%	6,443 SH	New
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$228K	0.0%	2,000 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.1M	0.1%Prev: 0.1%	11,098 SH	Decreased+54 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$14.2M	1.2%	199,021 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$409K	0.0%	2,670 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.9M	0.2%Prev: 0.2%	15,462 SH	Decreased+372 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$42.6M	3.6%Prev: 3.5%	852,617 SH	Decreased-99,623 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$11.9M	1.0%Prev: 0.9%	109,446 SH	Decreased-5,305 SH
GE AEROSPACE	COM NEW	$575K	0.0%Prev: 0.1%	1,867 SH	Decreased-61 SH
GLOBAL X FDS	CLOUD COMPUTNG	$2.4M	0.2%Prev: 0.1%	105,999 SH	Increased+18,535 SH
GLOBAL X FDS	INTERNET OF THNG	$4.0M	0.3%Prev: 0.3%	109,115 SH	Decreased+25,236 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$13.2M	1.1%Prev: 1.0%	365,041 SH	Decreased-12,363 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$746K	0.1%Prev: 0.0%	7,460 SH	Increased+1,667 SH
GOLDMAN SACHS ETF TR	ACCESS INVT GR	$384K	0.0%	8,308 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$391K	0.0%Prev: 0.0%	9,401 SH	Decreased+410 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.8M	0.2%Prev: 0.2%	64,744 SH	Decreased-6,663 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.8M	0.3%Prev: 0.3%	28,644 SH	Decreased-3,516 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$338K	0.0%	6,689 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$668K	0.1%Prev: 0.1%	9,773 SH	Decreased-7,400 SH
HOME DEPOT INC	COM	$822K	0.1%Prev: 0.1%	2,390 SH	Increased+339 SH
IMMUNITYBIO INC	COM	$1.7M	0.1%Prev: 0.5%	845,084 SH	Decreased+127,560 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$811K	0.1%Prev: 0.1%	11,351 SH	Decreased
INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$2.1M	0.2%	19,824 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$218K	0.0%	10,711 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$281K	0.0%Prev: 0.0%	2,464 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$618K	0.1%Prev: 0.1%	13,590 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$410K	0.0%Prev: 0.0%	8,787 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$394K	0.0%Prev: 0.0%	5,248 SH	Decreased
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$367K	0.0%Prev: 0.0%	5,212 SH	Decreased-139 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.1%Prev: 0.1%	2,038 SH	Decreased+1 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	0.1%Prev: 0.1%	15,988 SH	Decreased+337 SH
ISHARES INC	EMNG MKTS EQT	$887K	0.1%Prev: 0.1%	15,337 SH	Decreased+1,189 SH
ISHARES INC	MSCI EMRG CHN	$34.8M	2.9%Prev: 3.8%	479,442 SH	Decreased-25,435 SH
ISHARES INC	MSCI GBL GOLD MN	$2.6M	0.2%Prev: 0.1%	34,647 SH	Increased+10,045 SH
ISHARES TR	0-3 MNTH TREASRY	$348K	0.0%	3,463 SH	New
ISHARES TR	1 3 YR TREAS BD	$503K	0.0%	6,070 SH	New
ISHARES TR	BROAD USD HIGH	$629K	0.1%Prev: 0.0%	16,819 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.1%Prev: 0.1%	20,893 SH	Decreased-577 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.1%Prev: 0.1%	10,367 SH	Decreased+1,491 SH
ISHARES TR	CORE S&P500 ETF	$3.0M	0.3%Prev: 0.3%	4,419 SH	Decreased-151 SH
ISHARES TR	CORE US AGGBD ET	$10.5M	0.9%Prev: 0.7%	105,505 SH	Increased+10,430 SH
ISHARES TR	EAFE SML CP ETF	$4.8M	0.4%Prev: 0.4%	62,109 SH	Increased+3,594 SH
ISHARES TR	FUTURE AI & TECH	$262K	0.0%	5,435 SH	New
ISHARES TR	FUTURE EXPONENTI	$8.6M	0.7%	123,586 SH	New
ISHARES TR	GENOMICS IMMUN	$991K	0.1%Prev: 0.1%	37,825 SH	Decreased+4,931 SH
ISHARES TR	GLOBAL TECH ETF	$1.1M	0.1%Prev: 0.1%	10,518 SH	Decreased+1,842 SH
ISHARES TR	HDG MSCI EAFE	$334K	0.0%Prev: 0.0%	8,069 SH	Decreased
ISHARES TR	INTL EQTY FACTOR	$69.5M	5.8%Prev: 5.7%	1,841,232 SH	Decreased-53,419 SH
ISHARES TR	ISHARES BIOTECH	$402K	0.0%Prev: 0.0%	2,384 SH	Decreased+70 SH
ISHARES TR	ISHS 1-5YR INVS	$40.7M	3.4%Prev: 2.8%	769,248 SH	Increased+28,838 SH
ISHARES TR	MBS ETF	$29.6M	2.5%Prev: 2.4%	311,265 SH	Decreased-36,758 SH
ISHARES TR	MRGSTR MD CP ETF	$285K	0.0%Prev: 0.0%	3,446 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$290K	0.0%	3,075 SH	New
ISHARES TR	MSCI USA QLT FCT	$422K	0.0%Prev: 0.0%	2,124 SH	Decreased+159 SH
ISHARES TR	MSCI USA VALUE	$407K	0.0%Prev: 0.0%	2,976 SH	Decreased+620 SH
ISHARES TR	NATIONAL MUN ETF	$14.4M	1.2%Prev: 1.1%	134,078 SH	Decreased-1,417 SH
ISHARES TR	RUS 2000 GRW ETF	$251K	0.0%Prev: 0.0%	776 SH	Decreased+9 SH
ISHARES TR	S&P MC 400GR ETF	$294K	0.0%Prev: 0.0%	3,036 SH	Decreased+118 SH
ISHARES TR	SHRT NAT MUN ETF	$7.8M	0.6%Prev: 0.6%	72,714 SH	Increased+2,194 SH
ISHARES TR	U S EQUITY FACTR	$74.1M	6.2%Prev: 6.4%	1,067,964 SH	Decreased-81,683 SH
ISHARES TR	ULTRA SHORT DUR	$393K	0.0%Prev: 0.0%	7,764 SH	Decreased-2,614 SH
ISHARES TR	US SML CAP EQT	$35.0M	2.9%Prev: 3.1%	468,005 SH	Decreased-6,736 SH
ISHARES U S ETF TR	SHORT DURATION B	$149.5M	12.5%	2,924,871 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$51.4M	4.3%Prev: 4.3%	1,107,784 SH	Decreased-183,055 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$18.6M	1.6%Prev: 1.9%	369,290 SH	Decreased-131,077 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$31.2M	2.6%	599,398 SH	New
JOHNSON & JOHNSON	COM	$656K	0.1%Prev: 0.1%	3,169 SH	Decreased-434 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.1%	4,256 SH	New
KKR & CO INC	COM	$594K	0.0%Prev: 0.1%	4,659 SH	Decreased-3,021 SH
MCDONALDS CORP	COM	$721K	0.1%Prev: 0.1%	2,360 SH	Increased-200 SH
META PLATFORMS INC	CL A	$970K	0.1%Prev: 0.1%	1,469 SH	Increased-23 SH
MICRON TECHNOLOGY INC	COM	$456K	0.0%Prev: 0.1%	1,599 SH	Decreased-120 SH
MICROSOFT CORP	COM	$6.9M	0.6%Prev: 0.4%	14,343 SH	Increased-656 SH
NANO DIMENSION LTD	SPONSORD ADS NEW	$41K	0.0%Prev: 0.0%	26,353 SH	Increased
NVIDIA CORPORATION	COM	$2.8M	0.2%Prev: 0.3%	14,900 SH	Decreased-6,243 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.1%Prev: 0.1%	7,433 SH	Increased-3,256 SH
PEPSICO INC	COM	$318K	0.0%Prev: 0.0%	2,217 SH	Increased+474 SH
PHILIP MORRIS INTL INC	COM	$438K	0.0%Prev: 0.0%	2,733 SH	Decreased-108 SH
PROCTER AND GAMBLE CO	COM	$545K	0.0%	3,803 SH	New
PURE STORAGE INC	CL A	$246K	0.0%	3,671 SH	New
RED CAT HLDGS INC	COM	$99K	0.0%Prev: 0.0%	12,500 SH	Decreased
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.7M	0.1%Prev: 0.1%	69,522 SH	Increased+35,045 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$889K	0.1%Prev: 0.1%	27,143 SH	Decreased+2,034 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.1M	0.3%Prev: 0.4%	172,156 SH	Decreased-8,075 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8.7M	0.7%Prev: 0.7%	190,812 SH	Decreased-14,097 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$13.5M	1.1%Prev: 0.2%	552,087 SH	Increased+447,143 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$817K	0.1%Prev: 0.1%	25,041 SH	Decreased-8,252 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$24.4M	2.0%Prev: 2.1%	907,465 SH	Decreased-64,145 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.7M	1.1%Prev: 1.3%	456,692 SH	Decreased-8,049 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$17.4M	1.5%Prev: 1.6%	612,302 SH	Decreased+10,101 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$641K	0.1%	4,452 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$49.0M	4.1%	1,103,199 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.2%	2,703 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$399K	0.0%	662 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$8.3M	0.7%	350,277 SH	New
SSGA ACTIVE TR	STATE STREET DOU	$1.1M	0.1%	22,721 SH	New
TESLA INC	COM	$1.2M	0.1%Prev: 0.1%	2,654 SH	Decreased-405 SH
VANECK ETF TRUST	GOLD MINERS ETF	$28.3M	2.4%Prev: 1.6%	330,431 SH	Increased+38,326 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$499K	0.0%Prev: 0.0%	10,590 SH	Increased+515 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$779K	0.1%Prev: 0.0%	6,844 SH	Increased+403 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.2M	0.2%Prev: 0.1%	44,130 SH	Increased+4,278 SH
VANGUARD INDEX FDS	GROWTH ETF	$10.3M	0.9%Prev: 0.8%	21,110 SH	Decreased-104,334 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.1M	0.1%Prev: 0.1%	3,776 SH	Decreased-8 SH
VANGUARD INDEX FDS	MID CAP ETF	$315K	0.0%Prev: 0.0%	1,084 SH	Decreased-3,340 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$443K	0.0%Prev: 0.0%	1,467 SH	Decreased+40 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$800K	0.1%Prev: 0.1%	2,386 SH	Decreased-182 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$915K	0.1%Prev: 0.1%	18,195 SH	Decreased-537 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.1%Prev: 0.1%	18,197 SH	Increased+6,389 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$213K	0.0%Prev: 0.0%	971 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$200K	0.0%	3,203 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$275K	0.0%Prev: 0.0%	1,914 SH	Decreased+80 SH
VANGUARD WORLD FD	INF TECH ETF	$657K	0.1%Prev: 0.1%	871 SH	Decreased-6,097 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.3M	0.1%Prev: 0.1%	3,116 SH	Decreased-12,409 SH
WINTRUST FINL CORP	COM	$208K	0.0%Prev: 0.0%	1,487 SH	Decreased-438 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$234K	0.0%	8,015 SH	New
WISDOMTREE TR	CLOUD COMPUTNG	$7.7M	0.6%Prev: 0.7%	218,956 SH	Decreased-75,079 SH
WISDOMTREE TR	EM EX ST-OWNED	$410K	0.0%Prev: 0.0%	10,511 SH	Decreased+936 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$724K	0.1%Prev: 0.1%	13,640 SH	Decreased
WISDOMTREE TR	INTL SMCAP DIV	$211K	0.0%Prev: 0.0%	2,600 SH	Decreased
WISDOMTREE TR	ITL HIGH DIV FD	$564K	0.0%Prev: 0.0%	10,933 SH	Decreased+379 SH
WISDOMTREE TR	TRUE EMERGING MK	$14.7M	1.2%	454,235 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$619K	0.1%Prev: 0.0%	6,082 SH	Decreased+163 SH
WISDOMTREE TR	US LARGECAP DIVD	$4.6M	0.4%Prev: 0.4%	52,706 SH	Decreased+1,051 SH
WISDOMTREE TR	US MIDCAP DIVID	$303K	0.0%Prev: 0.0%	5,867 SH	Decreased+180 SH
WISDOMTREE TR	US MIDCAP FUND	$12.3M	1.0%Prev: 1.1%	184,395 SH	Decreased-7,628 SH
WISDOMTREE TR	US QTLY DIV GRT	$80.5M	6.7%Prev: 6.6%	899,720 SH	Decreased-38,770 SH
WISDOMTREE TR	US SMALLCAP DIVD	$769K	0.1%Prev: 0.1%	23,002 SH	Decreased+585 SH
WISDOMTREE TR	US TOTAL DIVIDND	$1.5M	0.1%Prev: 0.1%	18,119 SH	Decreased

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $652K
AMERICAN CENTY ETF TR — $40.6M
AMERICAN CENTY ETF TR — $335K
AMERICAN CENTY ETF TR — $581K
AMPHENOL CORP — $400K
AMPLIFY ETF TR — $352K
APPLIED MATLS INC — $217K
ARK ETF TR — $10.3M
ASML HLDG NV — $1.2M
BANK OF AMER CORP — $235K
BLACKROCK ETF TRUST II — $74.8M
CORNING INC — $286K
COSTCO WHOLESALE CORPORATION — $1.0M
COVISTA INC — $202K
CROWDSTRIKE HLDGS INC — $494K
DEERE & CO — $265K
DIREXION SHARES ETF TRUST — $4.4M
EMERSON ELEC CO — $213K
EVERPURE INC — $289K
FIRST TR EXCHANGE TRADED FD — $249K
… and 39 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001690531-26-000002	$1.20B	View
Aug 6, 2026	Q2 2026	13F-HR	0001690531-26-000004	$1.36B	View
Aug 12, 2025	Q2 2025