Clearwater Capital Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 12, 2025
Value $
$1.09B
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 $1.09B as of Q2 2025. Top holdings included NEAR, DGRW, LRGF, INTF, and SCHO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 163 $1.09B +$80.9M -$85.8M -$4.89M NEAR, DGRW, LRGF, INTF, SCHO 13F-HR 8/12/2025, 01:51 PM
Q1 2025 169 $1.03B +$25.8M -$14.3M +$11.5M NEAR, DGRW, LRGF, SCHO, INTF 13F-HR 5/8/2025, 03:37 PM
Q4 2024 171 $1.02B +$102M -$26.9M +$75M NEAR, DGRW, LRGF, SCHO, IGSB 13F-HR 2/10/2025, 04:32 PM
Q3 2024 172 $1.03B +$72.1M -$35.3M +$36.8M NEAR, DGRW, LRGF, SCHO, INTF 13F-HR 11/12/2024, 01:47 PM
Q2 2024 157 $944M +$58.2M -$53.4M +$4.87M NEAR, SCHO, DGRW, LRGF, INTF 13F-HR 8/6/2024, 02:30 PM
Q1 2024 158 $938M +$28.9M -$13M +$15.9M SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 5/9/2024, 10:40 AM
Q4 2023 155 $892M +$103M -$91M +$11.8M SCHO, NEAR, DGRW, LRGF, INTF 13F-HR 2/6/2024, 08:33 PM
Q3 2023 141 $816M +$88.5M -$65.7M +$22.9M NEAR, DGRW, BBAG, LRGF, ICSH 13F-HR 10/24/2023, 10:28 AM
Q2 2023 149 $840M +$50.4M -$16.1M +$34.3M NEAR, DGRW, SGOV, LRGF, INTF 13F-HR 8/8/2023, 04:31 PM
Q1 2023 153 $819M +$98.7M -$46.9M +$51.8M NEAR, DGRW, SGOV, INTF, LRGF 13F-HR 5/10/2023, 04:08 PM
Q4 2022 160 $767M +$132M -$96.7M +$35.4M DGRW, NEAR, INTF, LRGF, ICSH 13F-HR 1/27/2023, 02:44 PM
Q3 2022 155 $724M +$103M -$70.7M +$32.7M DGRW, NEAR, LRGF, FLRN, DBEF 13F-HR 11/1/2022, 12:23 PM
Q2 2022 151 $732M +$12.8M -$40.5M -$27.7M DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 7/20/2022, 05:33 PM
Q1 2022 169 $872M +$133M -$87.5M +$45.1M DGRW, NEAR, LRGF, INTF, FLRN 13F-HR 5/3/2022, 10:12 AM
Q4 2021 169 $889M +$42.8M -$10.6M +$32.3M DGRW, SHYG, LRGF, NEAR, INTF 13F-HR 1/26/2022, 03:36 PM
Q3 2021 168 $863M +$32.6M -$10.6M +$21.9M DGRW, SHYG, NEAR, LRGF, EBND 13F-HR 11/3/2021, 02:35 PM
Q2 2021 168 $859M +$73.7M -$44.3M +$29.4M DGRW, SHYG, LRGF, NEAR, EBND 13F-HR 8/4/2021, 02:13 PM
Q1 2021 160 $800M +$143M -$117M +$25.9M DGRW, SHYG, NEAR, LRGF, MBB 13F-HR 4/21/2021, 04:54 PM
Q4 2020 154 $740M +$133M -$3.49M +$130M DGRW, NEAR, SHYG, ICSH, LRGF 13F-HR 1/21/2021, 03:42 PM
Q3 2020 140 $624M +$37.2M -$20.7M +$16.5M DGRW, NEAR, SHYG, SHV, USFRXXXX 13F-HR 10/16/2020, 02:44 PM
Q2 2020 136 $587M +$114M -$43.4M +$71M DGRW, NEAR, SHYG, SHV, USFRXXXX 13F-HR 7/30/2020, 05:40 PM
Q1 2020 139 $463M +$99.5M -$124M -$24.4M DGRW, NEAR, USFRXXXX, SHYG, DBEF 13F-HR 4/15/2020, 10:53 AM
Q4 2019 174 $600M +$74.5M -$65.6M +$8.91M DGRW, SHY, SCHX, BIL, INTF 13F-HR 1/27/2020, 03:01 PM
Q3 2019 175 $566M +$63M -$37.3M +$25.7M DGRW, SHY, BIL, INTF, SCHX 13F-HR 11/4/2019, 10:23 AM
Q2 2019 182 $551M +$54.2M -$44.2M +$9.98M SHY, DGRW, BIL, INTF, FTC 13F-HR 7/26/2019, 12:51 PM
Q1 2019 190 $533M +$110M -$52.5M +$57M SHY, DGRW, FTC, DXJ, HEDJ 13F-HR 5/13/2019, 03:00 PM
Q4 2018 189 $456M +$59.3M -$41.1M +$18.2M DGRW, DXJ, VRP, HEDJ, FTC 13F-HR 1/22/2019, 04:17 PM
Q3 2018 188 $512M +$23.6M -$14.5M +$9.15M DGRW, DXJ, HEDJ, FTC, VRP 13F-HR 10/17/2018, 03:30 PM
Q2 2018 180 $488M +$74.1M -$1.06M +$73.1M DXJ, DGRW, HEDJ, FTC, VRP 13F-HR 8/15/2018, 06:23 PM
Q1 2018 612 $484M +$48.5M -$12M +$36.5M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 5/11/2018, 05:34 PM
Q4 2017 175 $456M +$28.4M -$6.34M +$22.1M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 2/5/2018, 11:57 AM
Q3 2017 169 $430M +$33.3M -$9.68M +$23.6M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 10/19/2017, 10:46 AM
Q2 2017 159 $392M +$25.6M -$5.03M +$20.5M DXJ, DGRW, HEDJ, FTC, DLN 13F-HR 8/11/2017, 04:12 PM
Q1 2017 160 $365M +$77.3M -$6.4M +$70.9M DGRW, DXJ, HEDJ, FTC, DLN 13F-HR 5/15/2017, 12:18 PM
Q4 2016 143 $288M +$24.8M -$11.3M +$13.5M DXJ, FTC, HEDJ, DLN, TDIV 13F-HR 2/13/2017, 02:45 PM
Q3 2016 139 $283M +$17.3M -$10.5M +$6.81M DGRW, FTC, DXJ, DLN, HEDJ 13F-HR 11/29/2016, 02:52 PM
Q2 2016 129 $271M DGRW, FTC, DLN, DXJ, HEDJ 13F-HR 11/29/2016, 02:46 PM