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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
+10.14%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$454M
AUM Growth
+$48.5M
Cap. Flow
+$10.5M
Cap. Flow %
2.31%
Top 10 Hldgs %
51.37%
Holding
102
New
4
Increased
37
Reduced
44
Closed
3

Top Buys

Rank Stock Value
1
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.04M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.43M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.31M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.24M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1M
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$628K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$521K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
AAPL icon
Apple
AAPL
+$306K

Sector Composition

Rank Sector Weight
1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.59T
$6.79M 1.5%
27,895
-4,764
-15% -$1M
JNJ icon
27
Johnson & Johnson
JNJ
$614B
$5.21M 1.15%
28,092
+1,306
+5% +$224K
CGBL icon
28
Capital Group Core Balanced ETF
CGBL
$7.37B
$5.16M 1.14%
148,689
+42,121
+40% +$1.43M
MSFT icon
29
Microsoft
MSFT
$3.66T
$5.16M 1.14%
9,965
-278
-3% -$142K
AMZN icon
30
Amazon
AMZN
$2.99T
$4.01M 0.88%
18,277
-98
-0.5% -$22.2K
JEPI icon
31
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$3.77M 0.83%
66,110
+5,968
+10% +$339K
VCR icon
32
Vanguard Consumer Discretionary ETF
VCR
$6.3B
$3.3M 0.73%
8,338
-1,650
-17% -$628K
IXJ icon
33
iShares Global Healthcare ETF
IXJ
$4.08B
$2.72M 0.6%
30,682
-6,029
-16% -$521K
IGM icon
34
iShares Expanded Tech Sector ETF
IGM
$10.7B
$2.54M 0.56%
20,134
-1,826
-8% -$215K
JEPQ icon
35
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.8B
$2.41M 0.53%
41,828
+2,916
+7% +$162K
VOO icon
36
Vanguard S&P 500 ETF
VOO
$1.01T
$2.22M 0.49%
3,622
+84
+2% +$49.5K
IVV icon
37
iShares Core S&P 500 ETF
IVV
$900B
$2.17M 0.48%
3,245
-8
-0.2% -$5.15K
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$38B
$1.65M 0.36%
31,840
-4,600
-13% -$210K
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$1.4M 0.31%
27,633
-495
-2% -$25.1K
AVGO icon
40
Broadcom
AVGO
$1.99T
$1.36M 0.3%
4,112
-55
-1% -$16.9K
XLF icon
41
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$1.29M 0.28%
23,871
-3,524
-13% -$187K
PLTR icon
42
Palantir
PLTR
$390B
$1.24M 0.27%
6,778
+400
+6% +$64.8K
ORCL icon
43
Oracle
ORCL
$420B
$1.23M 0.27%
4,377
-203
-4% -$51.7K
NFLX icon
44
Netflix
NFLX
$306B
$1.18M 0.26%
9,860
+180
+2% +$22K
SNPS icon
45
Synopsys
SNPS
$77.3B
$1.06M 0.23%
2,142
-203
-9% -$115K
CSCO icon
46
Cisco
CSCO
$480B
$1.03M 0.23%
15,080
– –
IBB icon
47
iShares Biotechnology ETF
IBB
$9.39B
$847K 0.19%
5,868
-2,602
-31% -$355K
ANET icon
48
Arista Networks
ANET
$240B
$824K 0.18%
5,658
-100
-2% -$12.9K
VUG icon
49
Vanguard Morningstar Growth ETF
VUG
$230B
$822K 0.18%
10,284
-870
-8% -$66.5K
PEG icon
50
Public Service Enterprise Group
PEG
$38B
$811K 0.18%
9,720
+73
+0.8% +$6.12K
1
2
3 4 5

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Clarity Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Clarity Wealth Advisors held 102 positions worth $454M, up 12% from $405M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Clarity Wealth Advisors's Q3 2025 filing shows 4 new, 37 increased, 44 reduced and 3 closed positions. Its largest new stake was Schwab International Equity ETF: 11,395 shares worth $265K. The largest sale was Alphabet (Google) Class C, an estimated $1M.

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

  • Clarity Wealth Advisors's largest Q3 2025 buy was Schwab International Equity ETF: 11,395 shares worth $265K.
  • Clarity Wealth Advisors added most to Vanguard International High Dividend Yield ETF in Q3 2025, an estimated $2.04M increase.
  • Clarity Wealth Advisors's biggest Q3 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1M.
  • Clarity Wealth Advisors fully exited Uber in Q3 2025, selling an estimated $211K.
  • Clarity Wealth Advisors's ten largest holdings make up 51% of its $454M portfolio in Q3 2025.
  • Clarity Wealth Advisors opened 4 new positions and closed 3 in Q3 2025.
  • Clarity Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $454M.

Based on Clarity Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.