Clearwater Capital Advisors, LLC
Clearwater Capital Advisors, LLC reported 190 holdings worth US$1.36B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Clearwater Capital Advisors, LLC reported 190 holdings worth US$1.36B as of Jun 30, 2026. Largest: Apple Inc, Immunitybio, Inc. and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 190
- Value as reported
- US$1.36B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 49,975 | US$14.5M | 1.1% |
| Immunitybio, Inc. | 718K | US$6.28M | 0.46% |
| Microsoft Corp. | 14,999 | US$5.59M | 0.41% |
| Nvidia Corporation | 21,143 | US$4.23M | 0.31% |
| Amazon.com, Inc. | 12,976 | US$3.09M | 0.23% |
| Alphabet Inc (google) Class C | 6,058 | US$2.16M | 0.16% |
| Micron Technology, Inc. | 1,719 | US$1.98M | 0.15% |
| Jp Morgan Chase & Co. | 4,937 | US$1.62M | 0.12% |
| Eli Lilly And Company | 1,287 | US$1.54M | 0.11% |
| Tesla, Inc. | 3,059 | US$1.29M | 0.09% |
| Palantir Technologies Inc. | 10,689 | US$1.25M | 0.09% |
| Asml Holding Nv | 619 | US$1.23M | 0.09% |
| Costco Wholesale Corporation | 1,110 | US$1.04M | 0.08% |
| Johnson & Johnson | 3,603 | US$915K | 0.07% |
| Broadcom Inc. | 2,257 | US$853K | 0.06% |
| Meta Platforms, Inc. | 1,492 | US$841K | 0.06% |
| Berkshire Hathaway Inc. | 1,587 | US$794K | 0.06% |
| Cisco Systems, Inc. | 6,593 | US$774K | 0.06% |
| Amgen Inc. | 2,018 | US$731K | 0.05% |
| Home Depot, Inc. (the) | 2,051 | US$723K | 0.05% |
| Ge Aerospace | 1,928 | US$720K | 0.05% |
| Blackstone Inc. | 6,113 | US$719K | 0.05% |
| Kkr & Co. Inc. | 7,680 | US$705K | 0.05% |
| Mcdonald's Corporation | 2,560 | US$692K | 0.05% |
| Advanced Micro Devices Inc | 1,122 | US$652K | 0.05% |
| Philip Morris International Inc | 2,841 | US$514K | 0.04% |
| Crowdstrike Holdings, Inc. | 647 | US$494K | 0.04% |
| Procter & Gamble Company (the) | 3,099 | US$454K | 0.03% |
| Abbvie Inc. | 1,781 | US$448K | 0.03% |
| At&t Inc. | 19,418 | US$402K | 0.03% |
| Amphenol Corporation | 2,267 | US$400K | 0.03% |
| Morgan Stanley | 1,727 | US$361K | 0.03% |
| Walt Disney Company (the) | 3,733 | US$359K | 0.03% |
| Rtx Corporation | 1,678 | US$318K | 0.02% |
| Duke Energy Corporation (holding Company) | 2,477 | US$314K | 0.02% |
| Wintrust Financial Corporation | 1,925 | US$309K | 0.02% |
| Everpure, Inc. | 3,671 | US$289K | 0.02% |
| Corning Incorporated | 1,120 | US$286K | 0.02% |
| Evergy, Inc. | 3,074 | US$266K | 0.02% |
| Deere & Company | 418 | US$265K | 0.02% |
| Exelon Corporation | 5,180 | US$241K | 0.02% |
| Pepsico, Inc. | 1,743 | US$236K | 0.02% |
| Bank Of America Corporation | 4,122 | US$235K | 0.02% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 481 | US$230K | 0.02% |
| Applied Materials, Inc. | 300 | US$217K | 0.02% |
| Emerson Electric Company | 1,490 | US$213K | 0.02% |
| Enterprise Products Partners L.p. | 5,800 | US$213K | 0.02% |
| Snowflake Inc. | 827 | US$210K | 0.02% |
| Covista Inc. | 1,620 | US$202K | 0.01% |
| Red Cat Holdings, Inc. | 12,500 | US$133K | <0.01% |
| Phillips 66 | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
Source
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