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Jeffrey DeHaan

Clearwater Capital Advisors, Llc

Assets Managed
$1.239B
Holdings
177
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
3.3%(2Q avg: 2.76%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Clearwater Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Clearwater Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.239B in assets, with a quarterly growth rate of 3.3% and a 2-quarter average growth rate of 2.76%. The portfolio is managed by Jeffrey DeHaan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 6.6%
12.8%
$158.493M
3.118M shares@ $50.84 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 3.39%
6.6%
$81.706M
930,174 shares@ $87.84 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Increased 5.67%
6.02%
$74.477M
1.128M shares@ $66.01 avg price
INTF
Ishares International Equity
Recent Activity
Increased 2.9%
5.96%
$73.813M
1.895M shares@ $38.96 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 18.68%
5.47%
$67.734M
1.304M shares@ $51.94 avg price
BBAG
Jpmorgan Betabuilders Us Agg
Recent Activity
Increased 8.47%
4.48%
$55.463M
1.202M shares@ $46.17 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.14%
4.16%
$51.436M
1.127M shares@ $45.65 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 6.63%
3.66%
$45.284M
909,130 shares@ $49.81 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 8.87%
3.32%
$41.055M
521,935 shares@ $78.66 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Increased 28.66%
3.21%
$39.752M
771,127 shares@ $51.56 avg price

1-10 of 177