Clearwater Capital Advisors, LLC Diversified Active

CIK: 0001690531 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,173,571 (100.0% shares, 0.0% debt)

Holdings (168)

NEAR ISHARES U S ETF TR 12.3%
Value ($000) $143,786 Shares 2,803,935 Est. Cost $50.14 Unrealized
DGRW WISDOMTREE TR 6.7%
Value ($000) $78,928 Shares 887,226 Est. Cost $43.61 Unrealized
LRGF ISHARES TR 6.3%
Value ($000) $73,427 Shares 1,062,921 Est. Cost $35.48 Unrealized
INTF ISHARES TR 5.6%
Value ($000) $66,289 Shares 1,845,982 Est. Cost $26.10 Unrealized
SCHO SCHWAB STRATEGIC TR 5.4%
Value ($000) $63,093 Shares 2,585,770 Est. Cost $35.03 Unrealized
IGSB ISHARES TR 5.2%
Value ($000) $60,880 Shares 1,148,036 Est. Cost $50.69 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 4.1%
Value ($000) $48,621 Shares 1,041,795 Est. Cost $45.21 Unrealized
SPDW SPDR INDEX SHS FDS 4.0%
Value ($000) $47,413 Shares 1,108,039 Est. Cost $29.95 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 3.4%
Value ($000) $40,178 Shares 806,953 Est. Cost $49.36 Unrealized
SMLF ISHARES TR 2.9%
Value ($000) $34,620 Shares 465,635 Est. Cost $35.27 Unrealized
EMXC ISHARES INC 2.8%
Value ($000) $32,645 Shares 483,564 Est. Cost $63.14 Unrealized
MBB ISHARES TR 2.6%
Value ($000) $30,607 Shares 321,673 Est. Cost $90.16 Unrealized
GDX VANECK ETF TRUST 2.3%
Value ($000) $27,013 Shares 353,574 Est. Cost $32.06 Unrealized
AVXC AMERICAN CENTY ETF TR 2.1%
Value ($000) $24,333 Shares 406,028 Est. Cost $56.66 Unrealized
SCHX SCHWAB STRATEGIC TR 2.0%
Value ($000) $23,755 Shares 901,868 Est. Cost $36.33 Unrealized
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $16,969 Shares 608,198 Est. Cost $39.46 Unrealized
MUB ISHARES TR 1.4%
Value ($000) $16,210 Shares 152,217 Est. Cost $105.69 Unrealized
XC WISDOMTREE TR 1.3%
Value ($000) $15,613 Shares 450,788 Est. Cost $34.42 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $14,972 Shares 196,969 Est. Cost $33.89 Unrealized
AVLV AMERICAN CENTY ETF TR 1.3%
Value ($000) $14,848 Shares 205,475 Est. Cost $72.26 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $13,493 Shares 52,991 Est. Cost $114.17 Unrealized +97.6%
SCHM SCHWAB STRATEGIC TR 1.1%
Value ($000) $13,342 Shares 450,132 Est. Cost $36.09 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $13,071 Shares 130,387 Est. Cost $99.16 Unrealized
BOTZ GLOBAL X FDS 1.1%
Value ($000) $12,891 Shares 363,840 Est. Cost $24.12 Unrealized
SPMB SPDR SERIES TRUST 1.1%
Value ($000) $12,834 Shares 571,935 Est. Cost $22.07 Unrealized
ARKF ARK ETF TR 1.1%
Value ($000) $12,829 Shares 225,863 Est. Cost $29.67 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $12,038 Shares 107,148 Est. Cost $64.17 Unrealized
EZM WISDOMTREE TR 1.0%
Value ($000) $11,863 Shares 179,989 Est. Cost $45.98 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $10,226 Shares 21,322 Est. Cost $108.90 Unrealized
XT ISHARES TR 0.8%
Value ($000) $9,096 Shares 126,438 Est. Cost $59.16 Unrealized
SCHC SCHWAB STRATEGIC TR 0.7%
Value ($000) $8,518 Shares 187,171 Est. Cost $33.41 Unrealized
SUB ISHARES TR 0.7%
Value ($000) $7,878 Shares 73,775 Est. Cost $105.67 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $7,786 Shares 15,032 Est. Cost $302.30 Unrealized +68.3%
WCLD WISDOMTREE TR 0.6%
Value ($000) $7,384 Shares 209,951 Est. Cost $40.41 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.6%
Value ($000) $6,617 Shares 141,722 Est. Cost $49.30 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5,873 Shares 116,357 Est. Cost $50.60 Unrealized
SCZ ISHARES TR 0.4%
Value ($000) $4,836 Shares 63,033 Est. Cost $54.31 Unrealized
SNSR GLOBAL X FDS 0.4%
Value ($000) $4,812 Shares 123,342 Est. Cost $23.64 Unrealized
DLN WISDOMTREE TR 0.4%
Value ($000) $4,648 Shares 53,408 Est. Cost $71.21 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.3%
Value ($000) $4,037 Shares 30,984 Est. Cost $47.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,927 Shares 168,666 Est. Cost $22.41 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,314 Shares 17,763 Est. Cost $108.81 Unrealized +60.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $3,120 Shares 14,210 Est. Cost $161.21 Unrealized +40.4%
ARKK ARK ETF TR 0.3%
Value ($000) $3,030 Shares 35,114 Est. Cost $65.42 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $2,958 Shares 4,419 Est. Cost $346.67 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,894 Shares 27,398 Est. Cost $105.53 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,873 Shares 35,948 Est. Cost $74.80 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $2,841 Shares 56,041 Est. Cost $51.38 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $2,724 Shares 66,267 Est. Cost $25.17 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,635 Shares 105,642 Est. Cost $28.72 Unrealized
CLOU GLOBAL X FDS 0.2%
Value ($000) $2,480 Shares 106,617 Est. Cost $20.93 Unrealized
RING ISHARES INC 0.2%
Value ($000) $2,377 Shares 36,726 Est. Cost $26.64 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $2,133 Shares 76,807 Est. Cost $37.61 Unrealized
IBRX IMMUNITYBIO INC 0.2%
Value ($000) $2,082 Shares 846,419 Est. Cost $6.29 Unrealized -59.1%
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,987 Shares 39,748 Est. Cost $49.64 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,806 Shares 2,712 Est. Cost $300.54 Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,769 Shares 22,420 Est. Cost $61.57 Unrealized
ISHARES TR 0.1%
Value ($000) $1,737 Shares 68,954 Est. Cost $25.08 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,695 Shares 4,183 Est. Cost $286.16 Unrealized +36.0%
DTD WISDOMTREE TR 0.1%
Value ($000) $1,522 Shares 18,119 Est. Cost $70.97 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $1,493 Shares 32,167 Est. Cost $31.97 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,432 Shares 2,386 Est. Cost $253.90 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,388 Shares 4,400 Est. Cost $186.03 Unrealized +59.1%
IJH ISHARES TR 0.1%
Value ($000) $1,387 Shares 21,249 Est. Cost $87.48 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $1,372 Shares 1,869 Est. Cost $432.62 Unrealized +71.8%
TSLA TESLA INC 0.1%
Value ($000) $1,310 Shares 2,946 Est. Cost $227.96 Unrealized +52.1%
AVGO BROADCOM INC 0.1%
Value ($000) $1,307 Shares 3,962 Est. Cost $249.91 Unrealized +22.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,298 Shares 1,402 Est. Cost $869.71 Unrealized +10.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,260 Shares 3,132 Est. Cost $83.95 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,235 Shares 6,772 Est. Cost $32.68 Unrealized +396.0%
IJR ISHARES TR 0.1%
Value ($000) $1,233 Shares 10,377 Est. Cost $88.94 Unrealized
AVSF AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,212 Shares 25,673 Est. Cost $46.35 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,168 Shares 11,845 Est. Cost $26.68 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,156 Shares 36,237 Est. Cost $41.93 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,116 Shares 3,797 Est. Cost $111.48 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $1,086 Shares 10,518 Est. Cost $63.39 Unrealized
STOT SSGA ACTIVE TR 0.1%
Value ($000) $1,085 Shares 22,892 Est. Cost $46.87 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1,067 Shares 16,193 Est. Cost $45.78 Unrealized
IDNA ISHARES TR 0.1%
Value ($000) $1,043 Shares 44,180 Est. Cost $22.84 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $997 Shares 9,951 Est. Cost $99.98 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $924 Shares 5,754 Est. Cost $50.35 Unrealized
SHM SPDR SERIES TRUST 0.1%
Value ($000) $916 Shares 18,990 Est. Cost $47.16 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $899 Shares 17,947 Est. Cost $49.75 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $886 Shares 3,647 Est. Cost $128.81 Unrealized +62.4%
EMGF ISHARES INC 0.1%
Value ($000) $883 Shares 15,601 Est. Cost $42.89 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $877 Shares 9,773 Est. Cost $63.17 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $874 Shares 1,145 Est. Cost $221.64 Unrealized +234.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $869 Shares 26,031 Est. Cost $26.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $849 Shares 1,689 Est. Cost $369.73 Unrealized +31.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $834 Shares 11,351 Est. Cost $47.42 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $813 Shares 9,802 Est. Cost $82.04 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $802 Shares 2,443 Est. Cost $221.05 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $776 Shares 23,050 Est. Cost $41.45 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $710 Shares 2,338 Est. Cost $154.50 Unrealized +95.1%
HACK AMPLIFY ETF TR 0.1%
Value ($000) $698 Shares 8,047 Est. Cost $64.11 Unrealized
GDXJ VANECK ETF TRUST 0.1%
Value ($000) $693 Shares 6,996 Est. Cost $46.79 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $687 Shares 13,640 Est. Cost $47.10 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $665 Shares 891 Est. Cost $427.33 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $654 Shares 2,683 Est. Cost $121.49 Unrealized +72.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $644 Shares 2,284 Est. Cost $75.50 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $633 Shares 2,104 Est. Cost $161.46 Unrealized +68.9%
DHS WISDOMTREE TR 0.1%
Value ($000) $613 Shares 6,082 Est. Cost $77.55 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $606 Shares 13,590 Est. Cost $48.19 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $605 Shares 4,659 Est. Cost $72.66 Unrealized +94.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $600 Shares 3,234 Est. Cost $152.66 Unrealized +11.0%
BX BLACKSTONE INC 0.0%
Value ($000) $580 Shares 3,394 Est. Cost $111.36 Unrealized +52.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $566 Shares 3,686 Est. Cost $162.01 Unrealized -4.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $561 Shares 580 Est. Cost $373.79 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $552 Shares 18,827 Est. Cost $29.03 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $551 Shares 11,538 Est. Cost $47.79 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $541 Shares 6,494 Est. Cost $41.12 Unrealized
DTH WISDOMTREE TR 0.0%
Value ($000) $537 Shares 10,933 Est. Cost $30.31 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $529 Shares 11,351 Est. Cost $47.47 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $514 Shares 5,108 Est. Cost $100.56 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $513 Shares 1,818 Est. Cost $124.71 Unrealized +129.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $441 Shares 1,482 Est. Cost $137.74 Unrealized
T AT&T INC 0.0%
Value ($000) $437 Shares 15,491 Est. Cost $24.35 Unrealized +15.3%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $434 Shares 14,554 Est. Cost $21.09 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $419 Shares 2,584 Est. Cost $111.38 Unrealized +48.3%
QUAL ISHARES TR 0.0%
Value ($000) $416 Shares 2,139 Est. Cost $85.24 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $408 Shares 10,759 Est. Cost $34.21 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $400 Shares 7,663 Est. Cost $51.26 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $396 Shares 3,456 Est. Cost $90.14 Unrealized +29.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $395 Shares 662 Est. Cost $419.68 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $394 Shares 7,764 Est. Cost $50.43 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $389 Shares 1,678 Est. Cost $129.93 Unrealized +55.4%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $388 Shares 2,570 Est. Cost $125.51 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $386 Shares 3,301 Est. Cost $45.96 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $385 Shares 6,478 Est. Cost $23.96 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $385 Shares 5,248 Est. Cost $27.82 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $382 Shares 9,380 Est. Cost $30.52 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $376 Shares 5,212 Est. Cost $43.06 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $372 Shares 2,976 Est. Cost $79.57 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $361 Shares 5,275 Est. Cost $37.01 Unrealized +82.1%
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $346 Shares 6,829 Est. Cost $49.60 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $344 Shares 2,384 Est. Cost $119.46 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $329 Shares 1,121 Est. Cost $172.02 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $327 Shares 8,258 Est. Cost $25.71 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $325 Shares 6,113 Est. Cost $53.24 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $321 Shares 3,828 Est. Cost $49.76 Unrealized +33.6%
PEP PEPSICO INC 0.0%
Value ($000) $318 Shares 2,262 Est. Cost $141.88 Unrealized -1.0%
DON WISDOMTREE TR 0.0%
Value ($000) $310 Shares 5,933 Est. Cost $50.59 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $301 Shares 15,000 Est. Cost $19.74 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $295 Shares 921 Est. Cost $146.63 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $293 Shares 3,075 Est. Cost $58.49 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $291 Shares 3,036 Est. Cost $97.40 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $286 Shares 3,446 Est. Cost $100.24 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $280 Shares 2,464 Est. Cost $52.69 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $274 Shares 6,226 Est. Cost $39.58 Unrealized +7.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $270 Shares 1,914 Est. Cost $108.35 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $268 Shares 1,599 Est. Cost $127.82 Unrealized 0.0%
ARTY ISHARES TR 0.0%
Value ($000) $251 Shares 5,482 Est. Cost $34.50 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $251 Shares 2,027 Est. Cost $105.91 Unrealized +13.1%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $250 Shares 3,818 Est. Cost $59.78 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $242 Shares 3,886 Est. Cost $58.59 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $234 Shares 3,074 Est. Cost $63.12 Unrealized +11.3%
EXC EXELON CORP 0.0%
Value ($000) $233 Shares 5,180 Est. Cost $40.50 Unrealized +7.1%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $230 Shares 10,937 Est. Cost $17.60 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $224 Shares 365 Est. Cost $605.52 Unrealized 0.0%
WTAI WISDOMTREE TR 0.0%
Value ($000) $222 Shares 7,773 Est. Cost $28.56 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $219 Shares 2,000 Est. Cost $103.55 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $210 Shares 971 Est. Cost $182.49 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $207 Shares 2,600 Est. Cost $79.51 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $205 Shares 1,532 Est. Cost $130.61 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $201 Shares 1,535 Est. Cost $113.54 Unrealized +19.3%
IEFA ISHARES TR 0.0%
Value ($000) $200 Shares 2,295 Est. Cost $83.48 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $129 Shares 12,500 Est. Cost $3.37 Unrealized +176.9%
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $43 Shares 27,319 Est. Cost $5.06 Unrealized