13F Filings History of Clearwater Capital Advisors, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$1,199,484,912
Signature - Title
Jeffrey DeHaan - Chief Compliance Officer
Location
Hoffman Estates, IL
Summary
This page shows a list of all the recent 13F filings made by Clearwater Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clearwater Capital Advisors, LLC reported 163 stock holdings with total value $1,199,484,912 as of Q4 2025. Top holdings included NEAR, DGRW, LRGF, INTF, and BINC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 163 $1,199,484,912 +$120,085,669 -$105,704,396 +$14,381,273 NEAR, DGRW, LRGF, INTF, BINC 13F-HR 09 Feb 2026, 10:42
Q3 2025 168 $1,173,570,876 +$48,373,979 -$26,920,093 +$21,453,886 NEAR, DGRW, LRGF, INTF, SCHO 13F-HR 14 Nov 2025, 13:04
Q2 2025 163 $1,094,500,394 +$80,907,514 -$85,801,807 -$4,894,293 NEAR, DGRW, LRGF, INTF, SCHO 13F-HR 12 Aug 2025, 13:51
Q1 2025 169 $1,034,753,195 +$25,782,835 -$14,296,801 +$11,486,034 NEAR, DGRW, LRGF, SCHO, INTF 13F-HR 08 May 2025, 15:37
Q4 2024 171 $1,022,076,794 +$101,843,922 -$26,880,813 +$74,963,109 NEAR, DGRW, LRGF, SCHO, IGSB 13F-HR 10 Feb 2025, 16:32
Q3 2024 172 $1,026,799,182 +$72,137,117 -$35,314,719 +$36,822,398 NEAR, DGRW, LRGF, SCHO, INTF 13F-HR 12 Nov 2024, 13:47
Q2 2024 157 $944,125,168 +$58,218,745 -$53,352,011 +$4,866,734 NEAR, SCHO, DGRW, LRGF, INTF 13F-HR 06 Aug 2024, 14:30
Q1 2024 158 $937,643,671 +$28,919,664 -$13,000,773 +$15,918,891 SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 09 May 2024, 10:40
Q4 2023 155 $892,423,987 +$102,727,866 -$90,975,342 +$11,752,524 SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 06 Feb 2024, 20:33
Q3 2023 141 $816,148,025 +$88,510,848 -$83,492,279 +$5,018,569 NEAR, DGRW, BBAG, LRGF, ICSH 13F-HR 24 Oct 2023, 10:28
Q2 2023 149 $839,596,953 +$50,386,975 -$54,367,975 -$3,981,000 NEAR, DGRW, SGOV, LRGF, INTF 13F-HR 08 Aug 2023, 16:31
Q1 2023 153 $818,965,221 +$98,733,315 -$83,735,608 +$14,997,707 NEAR, DGRW, SGOV, INTF, LRGF 13F-HR 10 May 2023, 16:08
Q4 2022 160 $767,251,763 +$132,160,078 -$126,343,865 +$5,816,213 DGRW, NEAR, INTF, LRGF, ICSH 13F-HR 27 Jan 2023, 15:44
Q3 2022 155 $724,255,000 +$103,458,735 -$72,251,106 +$31,207,629 DGRW, NEAR, LRGF, FLRN, DBEF 13F-HR 01 Nov 2022, 12:23
Q2 2022 151 $731,780,000 +$12,821,080 -$48,171,316 -$35,350,236 DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 20 Jul 2022, 17:33
Q1 2022 169 $872,439,000 +$132,622,937 -$108,255,500 +$24,367,437 DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 03 May 2022, 10:12
Q4 2021 169 $906,529,000 +$42,853,916 -$23,533,837 +$19,320,079 DGRW, SHYG, LRGF, NEAR, INTF 13F-HR 26 Jan 2022, 16:36
Q3 2021 168 $862,940,000 +$32,551,409 -$10,623,887 +$21,927,522 DGRW, SHYG, NEAR, LRGF, EBND 13F-HR 03 Nov 2021, 14:35
Q2 2021 168 $859,171,000 +$73,699,875 -$44,253,747 +$29,446,128 DGRW, SHYG, LRGF, NEAR, EBND 13F-HR 04 Aug 2021, 14:13
Q1 2021 160 $799,758,000 +$143,106,952 -$117,186,017 +$25,920,935 DGRW, SHYG, NEAR, LRGF, MBB 13F-HR 21 Apr 2021, 16:54
Q4 2020 152 $752,894,000 +$132,355,634 -$69,106,954 +$63,248,680 DGRW, NEAR, SHYG, ICSH, LRGF 13F-HR 21 Jan 2021, 16:42
Q3 2020 139 $635,789,000 +$37,197,248 -$21,782,801 +$15,414,447 DGRW, NEAR, SHYG, SHV, USFR 13F-HR 16 Oct 2020, 14:44
Q2 2020 135 $597,762,000 +$121,422,102 -$48,437,965 +$72,984,137 DGRW, NEAR, SHYG, SHV, USFR 13F-HR 30 Jul 2020, 17:40
Q1 2020 140 $463,613,000 +$99,541,563 -$145,537,075 -$45,995,512 DGRW, NEAR, USFR, SHYG, DBEF 13F-HR 15 Apr 2020, 10:53
Q4 2019 171 $598,815,000 +$73,916,999 -$68,326,755 +$5,590,244 DGRW, SHY, SCHX, BIL, INTF 13F-HR 27 Jan 2020, 16:01
Q3 2019 174 $565,523,000 +$62,958,734 -$49,214,942 +$13,743,792 DGRW, SHY, BIL, INTF, SCHX 13F-HR 04 Nov 2019, 11:23
Q2 2019 181 $550,144,000 +$54,227,320 -$45,936,831 +$8,290,489 SHY, DGRW, BIL, INTF, FTC 13F-HR 26 Jul 2019, 12:51
Q1 2019 189 $532,366,000 +$109,544,515 -$79,563,368 +$29,981,147 SHY, DGRW, FTC, DXJ, HEDJ 13F-HR 13 May 2019, 15:00
Q4 2018 188 $454,933,000 +$59,323,858 -$50,768,272 +$8,555,586 DGRW, DXJ, VRP, HEDJ, FTC 13F-HR 22 Jan 2019, 17:17
Q3 2018 187 $511,297,000 +$23,637,195 -$17,005,261 +$6,631,934 DGRW, DXJ, HEDJ, FTC, VRP 13F-HR 17 Oct 2018, 15:30
Q2 2018 179 $486,561,000 +$74,127,962 -$74,632,512 -$504,550 DXJ, DGRW, HEDJ, FTC, VRP 13F-HR 15 Aug 2018, 18:23
Q1 2018 620 $483,292,000 +$47,415,468 -$12,274,443 +$35,141,025 DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 11 May 2018, 17:34
Q4 2017 175 $455,587,000 +$28,448,420 -$7,712,846 +$20,735,574 DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 05 Feb 2018, 12:57
Q3 2017 169 $429,533,000 +$33,257,292 -$10,725,221 +$22,532,071 DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 19 Oct 2017, 10:46
Q2 2017 159 $391,998,000 +$25,571,945 -$6,798,167 +$18,773,778 DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 11 Aug 2017, 16:12
Q1 2017 160 $365,124,000 +$77,281,341 -$6,893,444 +$70,387,897 DGRW, DXJ, HEDJ, FTC, DLN 13F-HR 15 May 2017, 12:18
Q4 2016 143 $288,389,000 +$24,830,183 -$33,516,243 -$8,686,060 DXJ, FTC, HEDJ, DLN, TDIV 13F-HR 13 Feb 2017, 15:45
Q3 2016 139 $285,988,000 +$17,327,892 -$10,686,175 +$6,641,717 DGRW, FTC, DXJ, DLN, HEDJ 13F-HR 29 Nov 2016, 15:52
Q2 2016 129 $271,129,000 $0 $0 $0 DGRW, FTC, DLN, DXJ, HEDJ 13F-HR 29 Nov 2016, 15:46