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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
V icon
26
Visa
V
$684B
$8.37M 1.48%
24,401
+535
+2% +$172K
JNJ icon
27
Johnson & Johnson
JNJ
$618B
$7.85M 1.39%
30,927
+681
+2% +$159K
TSLA icon
28
Tesla
TSLA
$1.23T
$7.18M 1.27%
17,081
+160
+0.9% +$63.6K
AMGN icon
29
Amgen
AMGN
$208B
$4.3M 0.76%
11,883
-59
-0.5% -$20.2K
MSFT icon
30
Microsoft
MSFT
$3.45T
$4.18M 0.74%
11,209
-33
-0.3% -$13.4K
AMZN icon
31
Amazon
AMZN
$2.92T
$4.17M 0.74%
17,481
-333
-2% -$83.6K
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$3.55M 0.63%
62,799
+1,077
+2% +$60.8K
JEPQ icon
33
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$3.16M 0.56%
51,418
+1,895
+4% +$112K
VOO icon
34
Vanguard S&P 500 ETF
VOO
$979B
$3.08M 0.54%
4,491
+141
+3% +$94K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$878B
$2.79M 0.49%
3,723
-82
-2% -$59.7K
INTC icon
36
Intel
INTC
$455B
$2.73M 0.48%
19,584
+844
+5% +$85.3K
TQQQ icon
37
ProShares UltraPro QQQ
TQQQ
$32.1B
$2.68M 0.47%
33,140
-2,600
-7% -$180K
IGM icon
38
iShares Expanded Tech Sector ETF
IGM
$10B
$2.39M 0.42%
14,587
-2,113
-13% -$317K
IXJ icon
39
iShares Global Healthcare ETF
IXJ
$4.07B
$1.87M 0.33%
19,029
-5,863
-24% -$552K
VCR icon
40
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.84M 0.32%
4,639
-1,686
-27% -$655K
CSCO icon
41
Cisco
CSCO
$457B
$1.76M 0.31%
15,005
-29
-0.2% -$3.03K
AVGO icon
42
Broadcom
AVGO
$1.85T
$1.49M 0.26%
3,949
-44
-1% -$17.6K
AMD icon
43
Advanced Micro Devices
AMD
$776B
$1.38M 0.24%
2,371
-527
-18% -$216K
ANET icon
44
Arista Networks
ANET
$227B
$1.35M 0.24%
7,930
+1,952
+33% +$307K
JPST icon
45
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.33M 0.24%
26,347
-241
-0.9% -$12.2K
VGLT icon
46
Vanguard Long-Term Treasury ETF
VGLT
$10B
$1.33M 0.23%
+24,029
New +$1.32M
AMAT icon
47
Applied Materials
AMAT
$403B
$1.29M 0.23%
1,790
– –
SCHX icon
48
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.24M 0.22%
42,293
-859
-2% -$24.5K
SNPS icon
49
Synopsys
SNPS
$74.4B
$955K 0.17%
2,140
– –
CRWD icon
50
CrowdStrike
CRWD
$194B
$915K 0.16%
4,796
-8
-0.2% -$1.14K
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.