CLEARWATER CAPITAL ADVISORS, LLC

Filed: 8/12/2025ACC: 0001690531-25-000005

📋 What this filing means

CLEARWATER CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

163

Positions

$1.09B

Total AUM (reported)

23.40M

Total Shares

Allocation by class

SHORT DURATION B$133.24M12.2%

US QTLY DIV GRT$73.36M6.7%

U S EQUITY FACTR$68.43M6.3%

INTL EQTY FACTOR$63.11M5.8%

SHT TM US TRES$60.02M5.5%

ISHS 1-5YR INVS$57.30M5.2%

PORTFOLIO DEVLPD$44.92M4.1%

Portfolio Concentration

Top 3$275.03M25.1%

4–10$339.12M31.0%

11–25$262.41M24.0%

Rest$217.94M19.9%

Top 3 weight

25.1%

Top 10 weight

56.1%

Voting Authority Distribution

Total shares with voting rights: 23.40M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

23.40M

% of voting shares100.0%

Investment Discretion (by position count)

Sole163

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings163

Rows:

ISHARES U S ETF TR

SOLE

SHORT DURATION B

Shares2.61M

TypeSH

Market value$133.24M

12.17%

Sole

0.00

Shared

0.00

None

2.61M

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares876.02K

TypeSH

Market value$73.36M

6.70%

Sole

0.00

Shared

0.00

None

876.02K

ISHARES TR

SOLE

U S EQUITY FACTR

Shares1.07M

TypeSH

Market value$68.43M

6.25%

Sole

0.00

Shared

0.00

None

1.07M

ISHARES TR

SOLE

INTL EQTY FACTOR

Shares1.84M

TypeSH

Market value$63.11M

5.77%

Sole

0.00

Shared

0.00

None

1.84M

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares2.46M

TypeSH

Market value$60.02M

5.48%

Sole

0.00

Shared

0.00

None

2.46M

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares1.09M

TypeSH

Market value$57.30M

5.23%

Sole

0.00

Shared

0.00

None

1.09M

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares1.11M

TypeSH

Market value$44.92M

4.10%

Sole

0.00

Shared

0.00

None

1.11M

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDERS US

Shares972.27K

TypeSH

Market value$44.89M

4.10%

Sole

0.00

Shared

0.00

None

972.27K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares755.49K

TypeSH

Market value$37.22M

3.40%

Sole

0.00

Shared

0.00

None

755.49K

ISHARES TR

SOLE

US SML CAP EQT

Shares466.15K

TypeSH

Market value$31.67M

2.89%

Sole

0.00

Shared

0.00

None

466.15K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares480K

TypeSH

Market value$30.31M

2.77%

Sole

0.00

Shared

0.00

None

480K

ISHARES TR

SOLE

MBS ETF

Shares299.85K

TypeSH

Market value$28.15M

2.57%

Sole

0.00

Shared

0.00

None

299.85K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMERGING

Shares401.19K

TypeSH

Market value$22.72M

2.08%

Sole

0.00

Shared

0.00

None

401.19K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares891.23K

TypeSH

Market value$21.78M

1.99%

Sole

0.00

Shared

0.00

None

891.23K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares398.20K

TypeSH

Market value$20.73M

1.89%

Sole

0.00

Shared

0.00

None

398.20K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares157.08K

TypeSH

Market value$16.41M

1.50%

Sole

0.00

Shared

0.00

None

157.08K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares202.68K

TypeSH

Market value$15.32M

1.40%

Sole

0.00

Shared

0.00

None

202.68K

WISDOMTREE TR

SOLE

EMERGING MKT EXC

Shares443.05K

TypeSH

Market value$15.25M

1.39%

Sole

0.00

Shared

0.00

None

443.05K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares600.16K

TypeSH

Market value$15.18M

1.39%

Sole

0.00

Shared

0.00

None

600.16K

GLOBAL X FDS

SOLE

INTERNET OF THNG

Shares371.20K

TypeSH

Market value$14.02M

1.28%

Sole

0.00

Shared

0.00

None

371.20K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares130.88K

TypeSH

Market value$12.98M

1.19%

Sole

0.00

Shared

0.00

None

130.88K

SPDR SERIES TRUST

SOLE

PORT MTG BK ETF

Shares573.56K

TypeSH

Market value$12.68M

1.16%

Sole

0.00

Shared

0.00

None

573.56K

ARK ETF TR

SOLE

FINTECH INNOVA

Shares251.14K

TypeSH

Market value$12.62M

1.15%

Sole

0.00

Shared

0.00

None

251.14K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares443.08K

TypeSH

Market value$12.43M

1.14%

Sole

0.00

Shared

0.00

None

443.08K

GLOBAL X FDS

SOLE

RBTCS ARTFL INTE

Shares362.41K

TypeSH

Market value$11.83M

1.08%

Sole

0.00

Shared

0.00

None

362.41K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES U S ETF TRSOLE	SHORT DURATION B	2.61M	SH	$133.24M 12.17%	2.61M
WISDOMTREE TRSOLE	US QTLY DIV GRT	876.02K	SH	$73.36M 6.70%	876.02K
ISHARES TRSOLE	U S EQUITY FACTR	1.07M	SH	$68.43M 6.25%	1.07M
ISHARES TRSOLE	INTL EQTY FACTOR	1.84M	SH	$63.11M 5.77%	1.84M
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	2.46M	SH	$60.02M 5.48%	2.46M
ISHARES TRSOLE	ISHS 1-5YR INVS	1.09M	SH	$57.30M 5.23%	1.09M
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	1.11M	SH	$44.92M 4.10%	1.11M
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDERS US	972.27K	SH	$44.89M 4.10%	972.27K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	755.49K	SH	$37.22M 3.40%	755.49K
ISHARES TRSOLE	US SML CAP EQT	466.15K	SH	$31.67M 2.89%	466.15K
ISHARES INCSOLE	MSCI EMRG CHN	480K	SH	$30.31M 2.77%	480K
ISHARES TRSOLE	MBS ETF	299.85K	SH	$28.15M 2.57%	299.85K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMERGING	401.19K	SH	$22.72M 2.08%	401.19K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	891.23K	SH	$21.78M 1.99%	891.23K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	398.20K	SH	$20.73M 1.89%	398.20K
ISHARES TRSOLE	NATIONAL MUN ETF	157.08K	SH	$16.41M 1.50%	157.08K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	202.68K	SH	$15.32M 1.40%	202.68K
WISDOMTREE TRSOLE	EMERGING MKT EXC	443.05K	SH	$15.25M 1.39%	443.05K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	600.16K	SH	$15.18M 1.39%	600.16K
GLOBAL X FDSSOLE	INTERNET OF THNG	371.20K	SH	$14.02M 1.28%	371.20K
ISHARES TRSOLE	CORE US AGGBD ET	130.88K	SH	$12.98M 1.19%	130.88K
SPDR SERIES TRUSTSOLE	PORT MTG BK ETF	573.56K	SH	$12.68M 1.16%	573.56K
ARK ETF TRSOLE	FINTECH INNOVA	251.14K	SH	$12.62M 1.15%	251.14K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	443.08K	SH	$12.43M 1.14%	443.08K
GLOBAL X FDSSOLE	RBTCS ARTFL INTE	362.41K	SH	$11.83M 1.08%	362.41K

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