Clearwater Capital Advisors, LLC

CIK 0001690531 · Q2 2026

13F Equity AUM

$1.4B

+10.1% QoQ

Positions

189

+12 QoQ

AUM Rank

#2,864

Top 23%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,804 · Top 70%

vs S&P -6.2%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 36.2%Top 10: 55.1%Top 20: 76.7%

NEAR12.1%

DGRW6.6%

LRGF6.4%

INTF5.7%

BINC5.5%

BBAG4.3%

SPDW4.1%

EMXC3.8%

LMBS3.5%

JSI3.3%

Others (179)44.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.8%

Technology2.4%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 189Median: 0.06%Avg: 0.53%

0–0.5%

156(11.9%)

0.5–1%

8(5.9%)

1–3%

14(23.9%)

3–5%

6(22.1%)

5%+

5(36.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 189vs 20 funds

0%Low

189

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New20Increased72Decreased61Exited8

New Positions

AVLC0.0%

+6K

DGRO0.0%

+7K

APH0.0%

+2K

RTX0.0%

+2K

FINX0.0%

+9K

TQQQ0.0%

+3K

AMAT0.0%

+300

BAC0.0%

+4K

AVSC0.0%

+5K

SNOW0.0%

+827

Increased

NEAR12.1%

+132K(+4%)

BINC5.5%

+125K(+10%)

VUG0.8%

+104K(+494%)

JSI3.3%

+97K(+13%)

BBAG4.3%

+89K(+7%)

LMBS3.5%

+43K(+5%)

WCLD0.7%

+33K(+13%)

MBB2.4%

+23K(+7%)

LRGF6.4%

+21K(+2%)

JMUB1.9%

+20K(+4%)

Decreased

SCHO0.2%

-89,405(-46%)

ARKG0.1%

-26,991(-37%)

SCHA1.6%

-21,862(-4%)

SNSR0.3%

-19,405(-19%)

EMXC3.8%

-17,058(-3%)

SPDW4.1%

-14,645(-1%)

SPMB0.4%

-14,571(-6%)

SCHM1.3%

-8,270(-2%)

CLOU0.1%

-6,897(-7%)

SMLF3.1%

-4,468(-1%)

Exited

-224,509

-4,740

-1,271

-10,572

-1,174

-3,181

-2,642

-540

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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