Institutional Fund
Clearwater Capital Advisors, LLC
Hoffman Estates, ILCIK 16905315 filings on record
Portfolio Value
$1.24B
Q1 2026
Holdings
177
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+3.3%
from $1.20B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares U S ETF Tr12.8%
- Wisdomtree Tr6.6%
- Ishares Tr6.0%
- Ishares Tr6.0%
- Blackrock ETF Trust II5.5%
- J P Morgan Exchange Traded F4.5%
- Other58.7%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares U S ETF Tr | 3.12M | $158.49M | 12.8% | +192.9K | Added |
| 2 | Wisdomtree Tr | 930.2K | $81.71M | 6.6% | +30.5K | Added |
| 3 | Ishares Tr | 1.13M | $74.48M | 6.0% | +60.5K | Added |
| 4 | Ishares Tr | 1.89M | $73.81M | 6.0% | +53.4K | Added |
| 5 | Blackrock ETF Trust II | 1.30M | $67.73M | 5.5% | +205.2K | Added |
| 6 | J P Morgan Exchange Traded F | 1.20M | $55.46M | 4.5% | +93.8K | Added |
| 7 | Spdr Index Shs Fds | 1.13M | $51.44M | 4.2% | +23.5K | Added |
| 8 | First Tr Exchange-Traded Fd | 909.1K | $45.28M | 3.7% | +56.5K | Added |
| 9 | Ishares Inc | 521.9K | $41.06M | 3.3% | +42.5K | Added |
| 10 | Janus Detroit Str Tr | 771.1K | $39.75M | 3.2% | +171.7K | Added |
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