Clearwater Capital Advisors, LLC
•CIK: 1690531•Filing: Q4 2025
Clearwater Capital Advisors, LLC manages $1.2B across a diversified portfolio of 163 positions. The firm exhibits significant conviction in digital assets, with NEAR representing the largest holding at $149.5M. Other notable allocations include DGRW at $80.5M and LRGF at $74.1M, indicating a strategic focus across varied market sectors. This concentrated approach suggests active, high-conviction management within its current mandate.
Total AUM
$1.2B
QoQ Performance
+2.2%
Positions
77
Top 10 Concentration
54.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NEAR
DGRW
LRGF
INTF
NEAR12.5%
DGRW6.7%
LRGF6.2%
INTF5.8%
BINC4.8%
BBAG4.3%
SPDW4.1%
LMBS3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.2%
Technology2.2%
Consumer0.5%
ETF0.4%
Healthcare0.2%
Financial0.2%
Communication0.1%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW5 new positions
↑37 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023