Clearwater Capital Advisors
Clearwater Capital Advisors reported 189 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are NEAR (12.1%), DGRW (6.6%) and LRGF (6.4%). Compared with Q1 2026, the fund added to NEAR, DGRW and LRGF, trimmed SPDW, EMXC and SMLF and sold out of XC, SHY and MA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NEAR Ishares Short Duratn Bndactv ETF | $165M | 12.1% | 3.2M | +132K (+4%) | 8 of 8 | |
| 2 |  DGRW Wisdomtree TR | $89.7M | 6.6% | 938K | +8,316 (+1%) | 8 of 8 | |
| 3 |  LRGF Ishares U.s. Equity Factor ETF | $86.9M | 6.4% | 1.1M | +21K (+2%) | 8 of 8 | |
| 4 |  INTF Ishares TR | $77.6M | 5.7% | 1.9M | No change | 8 of 8 | |
| 5 |  BINC Blackrock ETF Trust II | $74.8M | 5.5% | 1.4M | +125K (+10%) | 4 of 8 | |
| 6 |  BBAG Jpmorgan Betabuilders U.s. Aggregate Bond ETF | $59.3M | 4.3% | 1.3M | +89K (+7%) | 8 of 8 | |
| 7 |  SPDW Spdr Developed | $56M | 4.1% | 1.1M | −15K (−1%) | 8 of 8 | |
| 8 |  EMXC Ishares Msci Emerging Markets EX China ETF | $51.6M | 3.8% | 505K | −17K (−3%) | 5 of 8 | |
| 9 |  LMBS First TR Exchange-Traded FD | $47.4M | 3.5% | 952K | +43K (+5%) | 8 of 8 | |
| 10 |  JSI Janus Detroit Str TR | $44.4M | 3.3% | 868K | +97K (+13%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XC Wisdomtree TR | $7M | 225K |
 SHY Ishares 1-3 Year Treasry | $391K | 4,740 |
 MA Mastercard Incorporated | $270K | 540 |
 SGOV Ishares TR | $266K | 2,642 |
 PEY Invsc High Yield | $226K | 11K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clearwater Capital Advisors 13F FAQ
What does Clearwater Capital Advisors own?
Clearwater Capital Advisors reported 189 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are NEAR (12.1%), DGRW (6.6%) and LRGF (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Clearwater Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 71 added to, 61 trimmed and 8 sold out. It sold all of XC, SHY and MA.
When will Clearwater Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clearwater Capital Advisors's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.