Clearwater Capital Advisors, LLC - Portfolio overview

Clearwater Capital Advisors, LLC has 187 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. NEAR - ISHARES U S ETF TR, 12.68%
2. DGRW - WISDOMTREE TR, 6.54%
3. LRGF - ISHARES TR, 5.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.