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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
+9.96%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
+$12.8M
Cap. Flow %
3.16%
Top 10 Hldgs %
51.58%
Holding
100
New
5
Increased
56
Reduced
25
Closed
2

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.65M
2
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.05M
3
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$851K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$829K
5
TSLA icon
Tesla
TSLA
+$791K

Top Sells

Rank Stock Value
1
DUOL icon
Duolingo
DUOL
+$295K
2
UNH icon
UnitedHealth
UNH
+$281K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$254K
4
IBB icon
iShares Biotechnology ETF
IBB
+$248K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

Rank Sector Weight
1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.23T
$5.48M 1.35%
17,245
+2,627
+18% +$791K
MSFT icon
27
Microsoft
MSFT
$3.45T
$5.1M 1.26%
10,243
+163
+2% +$70.8K
JNJ icon
28
Johnson & Johnson
JNJ
$618B
$4.09M 1.01%
26,786
+894
+3% +$137K
AMZN icon
29
Amazon
AMZN
$2.92T
$4.03M 0.99%
18,375
+306
+2% +$60.6K
VCR icon
30
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$3.62M 0.89%
9,988
-749
-7% -$254K
CGBL icon
31
Capital Group Core Balanced ETF
CGBL
$7.14B
$3.56M 0.88%
106,568
+17,516
+20% +$552K
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$3.42M 0.84%
60,142
+3,272
+6% +$181K
IXJ icon
33
iShares Global Healthcare ETF
IXJ
$4.07B
$3.16M 0.78%
36,711
-2,199
-6% -$189K
IGM icon
34
iShares Expanded Tech Sector ETF
IGM
$10B
$2.47M 0.61%
21,960
-639
-3% -$62.8K
JEPQ icon
35
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$2.12M 0.52%
38,912
+3,727
+11% +$192K
IVV icon
36
iShares Core S&P 500 ETF
IVV
$878B
$2.02M 0.5%
3,253
+49
+2% +$28.1K
VOO icon
37
Vanguard S&P 500 ETF
VOO
$979B
$2.01M 0.5%
3,538
+741
+26% +$389K
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$32.1B
$1.51M 0.37%
36,440
+9,600
+36% +$304K
XLF icon
39
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$1.43M 0.35%
27,395
-1,291
-5% -$63.9K
JPST icon
40
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.43M 0.35%
28,128
+501
+2% +$25.3K
NFLX icon
41
Netflix
NFLX
$299B
$1.3M 0.32%
9,680
+350
+4% +$39.6K
SNPS icon
42
Synopsys
SNPS
$74.4B
$1.2M 0.3%
2,345
+1,310
+127% +$610K
AVGO icon
43
Broadcom
AVGO
$1.85T
$1.15M 0.28%
4,167
+140
+3% +$30.4K
IBB icon
44
iShares Biotechnology ETF
IBB
$9.34B
$1.07M 0.26%
8,470
-2,019
-19% -$248K
CSCO icon
45
Cisco
CSCO
$457B
$1.05M 0.26%
15,080
-24
-0.2% -$1.48K
ORCL icon
46
Oracle
ORCL
$374B
$1M 0.25%
4,580
-53
-1% -$8.56K
PLTR icon
47
Palantir
PLTR
$295B
$869K 0.21%
6,378
+2,058
+48% +$241K
VUG icon
48
Vanguard Morningstar Growth ETF
VUG
$220B
$815K 0.2%
11,154
-132
-1% -$8.69K
PEG icon
49
Public Service Enterprise Group
PEG
$38.2B
$812K 0.2%
9,647
+73
+0.8% +$5.89K
MA icon
50
Mastercard
MA
$502B
$802K 0.2%
1,427
-47
-3% -$26K
1
2
3 4

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SAM
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BRIM
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PEP
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Clarity Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Clarity Wealth Advisors held 100 positions worth $405M, up 12% from $361M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clarity Wealth Advisors deployed $12.8M of net new capital in Q2 2025, opening 5 new positions and adding to 56 existing holdings. Its largest new stake was Cadence Design Systems: 2,169 shares worth $668K.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Consumer Discretionary ETF, an estimated $254K trimmed.

  • Clarity Wealth Advisors's largest Q2 2025 buy was Cadence Design Systems: 2,169 shares worth $668K.
  • Clarity Wealth Advisors added most to Meta Platforms (Facebook) in Q2 2025, an estimated $1.65M increase.
  • Clarity Wealth Advisors's biggest Q2 2025 reduction was Vanguard Consumer Discretionary ETF, cutting an estimated $254K.
  • Clarity Wealth Advisors fully exited Duolingo in Q2 2025, selling an estimated $295K.
  • Clarity Wealth Advisors's ten largest holdings make up 52% of its $405M portfolio in Q2 2025.
  • Clarity Wealth Advisors opened 5 new positions and closed 2 in Q2 2025.
  • Clarity Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $405M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.