Clearwater Capital Advisors, LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of over $1.38 billion as of September 30, 2026. This significant update is crucial for understanding the firm's strategic positioning within the investment management industry.

Clearwater Capital Advisors, based in Hoffman Estates, Illinois, operates under the CIK number 0001690531. The firm specializes in investment management and has been active in filing various reports, including the 13F-HR, which provides insights into its investment strategies and portfolio adjustments. The firm has undergone name changes in the past, previously known as Clearwater Capital Partners, LLC, and BSC Private Wealth Management, LLC.

The recent filing, accession number 0001690531-26-000005, shows that Clearwater Capital Advisors has made strategic investments across a diverse range of sectors. The total reported value of its holdings stands at $1,385,281,987, indicating a robust portfolio. The firm reported holding shares in notable companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., among others.

Among the highlights, Clearwater holds 48,771 shares of Apple valued at over $16.24 million, 13,508 shares of Amazon valued at approximately $3.37 million, and 3,097 shares of Alphabet Class A stock valued at about $1.07 million. These investments reflect a significant commitment to technology and consumer sectors, which are pivotal in today's market.

The filing also reveals that Clearwater Capital Advisors exercises sole investment discretion over its holdings, indicating a strong management strategy focused on maximizing returns. The firm is actively managing its investments, as evidenced by its consistent reporting of 13F-HR forms, with the most recent filing being its third report for the year 2026.

This update is particularly relevant for other investment firms and advisors in the industry, as it showcases Clearwater's strategic approach to portfolio management. The investment management sector is increasingly competitive, with firms continuously adapting to market changes and investor demands. Clearwater's substantial holdings may influence its competitors' strategies as they seek to align with current market trends.

Looking ahead, the filing does not specify any immediate next steps for Clearwater Capital Advisors. However, the firm is expected to continue monitoring its investments closely and making adjustments as necessary to maintain its competitive edge in the investment landscape.