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CWA

Clarity Wealth Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
+15.73%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$567M
AUM Growth
+$80.4M
Cap. Flow
+$12.7M
Cap. Flow %
2.24%
Top 10 Hldgs %
50.19%
Holding
119
New
11
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.86M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.6M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.32M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.18M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$934K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$760K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$655K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$552K
5
AAPL icon
Apple
AAPL
+$481K

Sector Composition

Rank Sector Weight
1 Technology 13.19%
2 Financials 7.44%
3 Communication Services 6.97%
4 Healthcare 3.74%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$453B
$39.2M 6.91%
53,200
-1,358
-2% -$934K
AAPL icon
2
Apple
AAPL
$4.54T
$38.7M 6.83%
133,752
-1,682
-1% -$481K
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$38.2M 6.74%
51,157
-533
-1% -$386K
VTI icon
4
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$37.1M 6.54%
100,173
-523
-0.5% -$187K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$25M 4.41%
105,705
+1,573
+2% +$361K
DIA icon
6
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$23.7M 4.17%
45,279
+1,567
+4% +$783K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$23.3M 4.11%
302,394
+14,526
+5% +$1.07M
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$155B
$23.3M 4.11%
272,333
+14,095
+5% +$1.18M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$18.2M 3.21%
50,981
-2,110
-4% -$760K
VB icon
10
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$17.8M 3.14%
58,679
+3,576
+6% +$1.02M
VYMI icon
11
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$17.5M 3.09%
178,258
+16,191
+10% +$1.6M
CGGO icon
12
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$15.5M 2.73%
366,115
+25,884
+8% +$1.01M
EEM icon
13
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$15.1M 2.67%
220,974
+11,648
+6% +$761K
CGBL icon
14
Capital Group Core Balanced ETF
CGBL
$7.14B
$14M 2.48%
369,648
+77,307
+26% +$2.86M
JCPB icon
15
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$12.3M 2.18%
262,601
+17,791
+7% +$834K
BIV icon
16
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$12M 2.11%
155,914
+9,067
+6% +$696K
FBND icon
17
Fidelity Total Bond ETF
FBND
$26.9B
$11.6M 2.05%
255,355
+19,533
+8% +$891K
NVDA icon
18
NVIDIA
NVDA
$4.86T
$11.6M 2.04%
57,903
+6,003
+12% +$1.23M
COST icon
19
Costco
COST
$422B
$11.1M 1.95%
11,832
+100
+0.9% +$99.6K
JPM icon
20
JPMorgan Chase
JPM
$935B
$11M 1.93%
33,494
-153
-0.5% -$47.5K
C icon
21
Citigroup
C
$222B
$10.9M 1.93%
78,076
-2,079
-3% -$271K
META icon
22
Meta Platforms (Facebook)
META
$1.42T
$10.3M 1.82%
18,356
+264
+1% +$161K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
$10.2M 1.8%
20,379
+389
+2% +$187K
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.36T
$9.7M 1.71%
27,459
-561
-2% -$200K
ABBV icon
25
AbbVie
ABBV
$443B
$8.68M 1.53%
34,503
+685
+2% +$147K
1
2 3 4 5

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Clarity Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Clarity Wealth Advisors held 119 positions worth $567M, up 17% from $486M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors's Q2 2026 filing shows 11 new, 40 increased, 51 reduced and 2 closed positions. Its largest new stake was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M. The largest sale was Invesco QQQ Trust, an estimated $934K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

  • Clarity Wealth Advisors's largest Q2 2026 buy was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q2 2026, an estimated $2.86M increase.
  • Clarity Wealth Advisors's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $934K.
  • Clarity Wealth Advisors fully exited Honeywell in Q2 2026, selling an estimated $443K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $567M portfolio in Q2 2026.
  • Clarity Wealth Advisors opened 11 new positions and closed 2 in Q2 2026.
  • Clarity Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $567M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.