Clearwater Capital Advisors, LLC

All 13F Filings

Location
Hoffman Estates, IL
Most recent 13F
Q2 2026
Holdings value ($000)
1,364,574
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 189 1,364,574 13F-HR Clearwater Capital Advisors, LLC
Q1 2026 5/13/2026 177 1,238,991 13F-HR Clearwater Capital Advisors, LLC
Q4 2025 2/9/2026 163 1,199,485 13F-HR Clearwater Capital Advisors, LLC
Q3 2025 11/14/2025 168 1,173,571 13F-HR Clearwater Capital Advisors, LLC
Q2 2025 8/12/2025 163 1,094,500 13F-HR Clearwater Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 238.2 K 17.5% 0 20.93 K -20.93 K
ETFs 1.126 M 82.5% 146.9 K 0 146.9 K
Debt 0 0.0% 0 338 -338
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,364,574
Holdings
189
QoQ value change ($000)
125,583 (10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.