CLEARWATER CAPITAL ADVISORS, LLC

Filed: 2/9/2026ACC: 0001690531-26-000002

📋 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 $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

163

Positions

$1.20B

Total AUM (reported)

22.82M

Total Shares

Allocation by class

SHORT DURATION B$149.46M12.5%

US QTLY DIV GRT$80.46M6.7%

U S EQUITY FACTR$74.15M6.2%

INTL EQTY FACTOR$69.51M5.8%

ISHARES FLEXIBLE$58.00M4.8%

BETABUILDERS US$51.42M4.3%

PORTFOLIO DEVLPD$48.99M4.1%

Portfolio Concentration

Top 3$304.07M25.4%

4–10$346.27M28.9%

11–25$310.94M25.9%

Rest$238.21M19.9%

Top 3 weight

25.4%

Top 10 weight

54.2%

Voting Authority Distribution

Total shares with voting rights: 22.82M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.82M

% 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

Shares2.92M

TypeSH

Market value$149.46M

12.46%

Sole

0.00

Shared

0.00

None

2.92M

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares899.72K

TypeSH

Market value$80.46M

6.71%

Sole

0.00

Shared

0.00

None

899.72K

ISHARES TR

SOLE

U S EQUITY FACTR

Shares1.07M

TypeSH

Market value$74.15M

6.18%

Sole

0.00

Shared

0.00

None

1.07M

ISHARES TR

SOLE

INTL EQTY FACTOR

Shares1.84M

TypeSH

Market value$69.51M

5.79%

Sole

0.00

Shared

0.00

None

1.84M

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares1.10M

TypeSH

Market value$58.00M

4.84%

Sole

0.00

Shared

0.00

None

1.10M

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDERS US

Shares1.11M

TypeSH

Market value$51.42M

4.29%

Sole

0.00

Shared

0.00

None

1.11M

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares1.10M

TypeSH

Market value$48.99M

4.08%

Sole

0.00

Shared

0.00

None

1.10M

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares852.62K

TypeSH

Market value$42.62M

3.55%

Sole

0.00

Shared

0.00

None

852.62K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares769.25K

TypeSH

Market value$40.68M

3.39%

Sole

0.00

Shared

0.00

None

769.25K

ISHARES TR

SOLE

US SML CAP EQT

Shares468K

TypeSH

Market value$35.04M

2.92%

Sole

0.00

Shared

0.00

None

468K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares479.44K

TypeSH

Market value$34.85M

2.91%

Sole

0.00

Shared

0.00

None

479.44K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares599.40K

TypeSH

Market value$31.20M

2.60%

Sole

0.00

Shared

0.00

None

599.40K

ISHARES TR

SOLE

MBS ETF

Shares311.26K

TypeSH

Market value$29.64M

2.47%

Sole

0.00

Shared

0.00

None

311.26K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares330.43K

TypeSH

Market value$28.34M

2.36%

Sole

0.00

Shared

0.00

None

330.43K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMERGING

Shares408.24K

TypeSH

Market value$26.03M

2.17%

Sole

0.00

Shared

0.00

None

408.24K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares907.47K

TypeSH

Market value$24.42M

2.04%

Sole

0.00

Shared

0.00

None

907.47K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares369.29K

TypeSH

Market value$18.65M

1.55%

Sole

0.00

Shared

0.00

None

369.29K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares612.30K

TypeSH

Market value$17.44M

1.45%

Sole

0.00

Shared

0.00

None

612.30K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares219.56K

TypeSH

Market value$16.64M

1.39%

Sole

0.00

Shared

0.00

None

219.56K

WISDOMTREE TR

SOLE

TRUE EMERGING MK

Shares454.24K

TypeSH

Market value$14.74M

1.23%

Sole

0.00

Shared

0.00

None

454.24K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares134.08K

TypeSH

Market value$14.36M

1.20%

Sole

0.00

Shared

0.00

None

134.08K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares199.02K

TypeSH

Market value$14.22M

1.19%

Sole

0.00

Shared

0.00

None

199.02K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares456.69K

TypeSH

Market value$13.73M

1.14%

Sole

0.00

Shared

0.00

None

456.69K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares552.09K

TypeSH

Market value$13.45M

1.12%

Sole

0.00

Shared

0.00

None

552.09K

GLOBAL X FDS

SOLE

RBTCS ARTFL INTE

Shares365.04K

TypeSH

Market value$13.23M

1.10%

Sole

0.00

Shared

0.00

None

365.04K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES U S ETF TRSOLE	SHORT DURATION B	2.92M	SH	$149.46M 12.46%	2.92M
WISDOMTREE TRSOLE	US QTLY DIV GRT	899.72K	SH	$80.46M 6.71%	899.72K
ISHARES TRSOLE	U S EQUITY FACTR	1.07M	SH	$74.15M 6.18%	1.07M
ISHARES TRSOLE	INTL EQTY FACTOR	1.84M	SH	$69.51M 5.79%	1.84M
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	1.10M	SH	$58.00M 4.84%	1.10M
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDERS US	1.11M	SH	$51.42M 4.29%	1.11M
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	1.10M	SH	$48.99M 4.08%	1.10M
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	852.62K	SH	$42.62M 3.55%	852.62K
ISHARES TRSOLE	ISHS 1-5YR INVS	769.25K	SH	$40.68M 3.39%	769.25K
ISHARES TRSOLE	US SML CAP EQT	468K	SH	$35.04M 2.92%	468K
ISHARES INCSOLE	MSCI EMRG CHN	479.44K	SH	$34.85M 2.91%	479.44K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	599.40K	SH	$31.20M 2.60%	599.40K
ISHARES TRSOLE	MBS ETF	311.26K	SH	$29.64M 2.47%	311.26K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	330.43K	SH	$28.34M 2.36%	330.43K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMERGING	408.24K	SH	$26.03M 2.17%	408.24K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	907.47K	SH	$24.42M 2.04%	907.47K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	369.29K	SH	$18.65M 1.55%	369.29K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	612.30K	SH	$17.44M 1.45%	612.30K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	219.56K	SH	$16.64M 1.39%	219.56K
WISDOMTREE TRSOLE	TRUE EMERGING MK	454.24K	SH	$14.74M 1.23%	454.24K
ISHARES TRSOLE	NATIONAL MUN ETF	134.08K	SH	$14.36M 1.20%	134.08K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	199.02K	SH	$14.22M 1.19%	199.02K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	456.69K	SH	$13.73M 1.14%	456.69K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	552.09K	SH	$13.45M 1.12%	552.09K
GLOBAL X FDSSOLE	RBTCS ARTFL INTE	365.04K	SH	$13.23M 1.10%	365.04K

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