Fund HoldingsClearwater Capital Advisors, LLC

Total Portfolio Value
$1.36B
Total Bought
$495.21M
Total Sold
$417.45M
Net Transaction
+$77.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES U S ETF TR
SHOR DURA BD ETF
03,249,759+3,249,7590164,63312.06%+164,633
BLACKROCK ETF TRUST II01,428,988+1,428,988074,7935.48%+74,793
SPDR INDEX SHS FDS
ST STR PO EX ETF
01,112,093+1,112,093056,0384.11%+56,038
JANUS DETROIT STR TR
HEND SECU IN ETF
0867,681+867,681044,4343.26%+44,434
AMERICAN CENTY ETF TR
AVAN EMER EX ETF
0474,084+474,084040,6042.98%+40,604
ISHARES TR
U S EQUITY FACTR
1,128,4421,149,647+21,20574,47786,9486.37%+12,471
ISHARES INC
MSCI EMRG CHN
521,935504,877-17,05841,05551,6493.78%+10,593
ARK ETF TR
BLOC FIN INN ETF
0262,018+262,018010,3390.76%+10,339
ISHARES TR
FUTU EXPO TE ETF
0121,987+121,987010,0800.74%+10,080
WISDOMTREE TR(WT)930,174938,490+8,31681,70689,7386.58%+8,032
ISHARES TR
US SML CAP EQT
479,209474,741-4,46836,17542,3183.10%+6,143
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
0212,657+212,657019,1071.40%+19,107
SPDR SERIES TRUST
ST STR BACKE ETF
0221,864+221,86404,9500.36%+4,950
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
016,353+16,35304,3610.32%+4,361
SCHWAB STRATEGIC TR958,308971,610+13,30224,57128,5942.10%+4,023
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
1,201,5411,290,839+89,29855,46359,3144.35%+3,851
ISHARES TR
INTL EQTY FACTOR
1,894,5821,894,651+6973,81377,6055.69%+3,792
SCHWAB STRATEGIC TR624,063602,201-21,86218,14821,7581.59%+3,610
AMERICAN CENTY ETF TR238,850246,027+7,17719,25422,4401.64%+3,186
SCHWAB STRATEGIC TR473,011464,741-8,27014,64417,1351.26%+2,491
WISDOMTREE TR(WT)0294,035+294,03509,4260.69%+9,426
APPLE INC(AAPL)049,975+49,975014,4611.06%+14,461
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
909,130952,240+43,11045,28447,4023.47%+2,119
ISHARES TR325,036348,023+22,98730,86232,8952.41%+2,033
GLOBAL X FDS
RBTCS ARTFL INTE
0377,404+377,404014,3191.05%+14,319
WISDOMTREE TR(WT)191,663192,023+36012,88414,5521.07%+1,669
VANGUARD INDEX FDS0125,444+125,444010,8060.79%+10,806
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
014,681+14,68101,5500.11%+1,550
MICRON TECHNOLOGY INC(MU)1,6171,719+1025461,9840.15%+1,438
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
480,429500,367+19,93824,01725,3461.86%+1,329
SSGA ACTIVE TR
ST STR TOTAL ETF
025,267+25,26701,1890.09%+1,189
GOLDMAN SACHS ETF TR032,160+32,16004,5630.33%+4,563
FIRST TR EXCHANGE-TRADED FD
WTR ETF
0114,751+114,751012,5680.92%+12,568
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,365+4,36508320.06%+832
NVIDIA CORPORATION(NVDA)19,77321,143+1,3703,4484,2310.31%+782
SPDR SERIES TRUST
ST NUVE TERM ETF
016,250+16,25007790.06%+779
IMMUNITYBIO INC(IBRX)717,524717,52405,5036,2820.46%+779
SCHWAB STRATEGIC TR176,063180,231+4,1684,3584,9920.37%+635
AMERICAN CENTY ETF TR06,454+6,45405810.04%+581
ISHARES TR
FUTU AI TECH ETF
07,598+7,59805790.04%+579
AMAZON COM INC(AMZN)012,976+12,97603,0930.23%+3,093
ELI LILLY & CO(LLY)01,287+1,28701,5440.11%+1,544
ISHARES TR
CORE DIV GRWTH
06,820+6,82005170.04%+517
GOLDMAN SACHS ETF TR65,01471,407+6,3932,8043,2630.24%+459
ASML HLDG NV
N Y REGISTRY SHS
592619+277821,2310.09%+450
ADVANCED MICRO DEVICES INC(AMD)1,1101,122+122266520.05%+426
ALPHABET INC(GOOG)03,083+3,08301,1020.08%+1,102
AMPHENOL CORP02,267+2,26704000.03%+400
ISHARES TR04,570+4,57003,4230.25%+3,423
SCHWAB STRATEGIC TR033,293+33,29301,1270.08%+1,127
WISDOMTREE TR(WT)07,914+7,91403760.03%+376
SCHWAB STRATEGIC TR203,226204,909+1,6839,4999,8600.72%+361
CISCO SYS INC(CSCO)5,3866,593+1,2074187740.06%+356
JPMORGAN CHASE & CO(JPM)04,937+4,93701,6160.12%+1,616
GLOBAL X FDS
INTERNET OF THNG
083,879+83,87904,1910.31%+4,191
GOLDMAN SACHS ETF TR06,689+6,68903380.02%+338
AMERICAN CENTY ETF TR04,561+4,56103350.02%+335
STATE STR SPDR S&P 500 ETF T(SPY)02,832+2,83202,1150.15%+2,115
RTX CORPORATION(RTX)01,678+1,67803180.02%+318
PROSHARES TR
PSHS ULTRA TECH
4,0314,03103166260.05%+310
ISHARES TR
MSCI USA MIN ETF
03,155+3,15503040.02%+304
MICROSOFT CORP(MSFT)014,999+14,99905,5950.41%+5,595
WISDOMTREE TR(WT)52,47451,655-8194,6884,9750.36%+288
CORNING INC(GLW)01,120+1,12002860.02%+286
CROWDSTRIKE HLDGS INC(CRWD)542647+1052124940.04%+282
TESLA INC(TSLA)03,059+3,05901,2860.09%+1,286
DEERE & CO(DE)0418+41802650.02%+265
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
013,590+13,59008770.06%+877
AMPLIFY ETF TR08,047+8,04708440.06%+844
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
3,2504,059+8095327780.06%+247
ISHARES TR0945+94502380.02%+238
BANK OF AMER CORP04,122+4,12202350.02%+235
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
011,044+11,04401,2690.09%+1,269
ALPHABET INC(GOOG)2,8943,009+1158301,0630.08%+233
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0481+48102300.02%+230
GLOBAL X FDS
FINTECH ETF
09,259+9,25902290.02%+229
INVESCO QQQ TR2,2042,037-1671,2721,5000.11%+228
VANGUARD WORLD FD
INF TECH ETF
06,968+6,96808330.06%+833
APPLIED MATLS INC0300+30002170.02%+217
EMERSON ELEC CO(EMR)01,490+1,49002130.02%+213
ARK ETF TR
INNOVATION ETF
024,393+24,39301,9710.14%+1,971
PROSHARES TR
ULTRAPRO QQQ
02,624+2,62402130.02%+213
SPDR SERIES TRUST
ST STR SP600GRWO
01,782+1,78202120.02%+212
SNOWFLAKE INC(SNOW)0827+82702100.02%+210
VANGUARD INDEX FDS0306+30602100.02%+210
FIRST TR EXCHANGE-TRADED ALP
COM SHS
05,754+5,75401,1150.08%+1,115
ISHARES TR0740,410+740,410038,8052.84%+38,805
ISHARES TR08,676+8,67601,2540.09%+1,254
COVISTA INC(CVSA)01,620+1,62002020.01%+202
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
03,618+3,61802020.01%+202
ISHARES TR01,289+1,28902010.01%+201
VANGUARD WORLD FD015,525+15,52501,3650.10%+1,365
VANGUARD INDEX FDS03,784+3,78401,1590.08%+1,159
GE AEROSPACE(GE)01,928+1,92807200.05%+720
PROSHARES TR
PSHS ULTRA QQQ
5,1515,15103144980.04%+184
ISHARES INC
CORE MSCI EMKT
15,98315,651-3321,1151,2970.10%+182
ISHARES TR22,02721,470-5571,4871,6560.12%+168
VANECK ETF TRUST
SEMICONDUCTR ETF
629618-112414050.03%+164
SCHWAB STRATEGIC TR034,477+34,47708500.06%+850
DBX ETF TR32,16731,909-2581,5891,7430.13%+154
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