We are live on ! Find out more
CWA

Clarity Wealth Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
+3.58%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$490M
AUM Growth
+$36.4M
Cap. Flow
+$22.4M
Cap. Flow %
4.57%
Top 10 Hldgs %
50.5%
Holding
114
New
15
Increased
41
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$3.79M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.03M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$418K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$408K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$306K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
5
VRNT
Verint Systems
VRNT
+$239K

Sector Composition

Rank Sector Weight
1 Technology 13.45%
2 Financials 8.2%
3 Communication Services 8.1%
4 Healthcare 3.68%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$429B
$7.65M 1.56%
33,461
+679
+2% +$155K
CGBL icon
27
Capital Group Core Balanced ETF
CGBL
$7.37B
$7.3M 1.49%
206,693
+58,004
+39% +$2.03M
JNJ icon
28
Johnson & Johnson
JNJ
$612B
$6.14M 1.25%
29,654
+1,562
+6% +$309K
MSFT icon
29
Microsoft
MSFT
$3.68T
$5.15M 1.05%
10,646
+681
+7% +$341K
AMZN icon
30
Amazon
AMZN
$3T
$4.05M 0.83%
17,530
-747
-4% -$171K
AMGN icon
31
Amgen
AMGN
$209B
$3.91M 0.8%
+11,937
New +$3.79M
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$3.78M 0.77%
65,996
-114
-0.2% -$6.51K
VCR icon
33
Vanguard Consumer Discretionary ETF
VCR
$6.31B
$2.87M 0.59%
7,295
-1,043
-13% -$408K
IXJ icon
34
iShares Global Healthcare ETF
IXJ
$4.08B
$2.67M 0.55%
27,450
-3,232
-11% -$306K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$901B
$2.63M 0.54%
3,847
+602
+19% +$409K
JEPQ icon
36
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.8B
$2.47M 0.5%
42,538
+710
+2% +$41.3K
IGM icon
37
iShares Expanded Tech Sector ETF
IGM
$10.8B
$2.38M 0.49%
18,409
-1,725
-9% -$223K
VOO icon
38
Vanguard S&P 500 ETF
VOO
$1.01T
$2.37M 0.48%
3,776
+154
+4% +$95.7K
TQQQ icon
39
ProShares UltraPro QQQ
TQQQ
$38B
$1.78M 0.36%
33,840
+2,000
+6% +$108K
AVGO icon
40
Broadcom
AVGO
$2T
$1.4M 0.29%
4,039
-73
-2% -$26.1K
JPST icon
41
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$1.34M 0.27%
26,584
-1,049
-4% -$53.1K
SCHX icon
42
Schwab US Large- Cap ETF
SCHX
$74.3B
$1.2M 0.24%
44,611
+33,133
+289% +$885K
CSCO icon
43
Cisco
CSCO
$477B
$1.16M 0.24%
15,042
-38
-0.3% -$2.82K
XLF icon
44
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$1.14M 0.23%
20,846
-3,025
-13% -$161K
SNPS icon
45
Synopsys
SNPS
$76.9B
$1.01M 0.21%
2,142
– –
NFLX icon
46
Netflix
NFLX
$305B
$970K 0.2%
10,349
+489
+5% +$52.7K
IBB icon
47
iShares Biotechnology ETF
IBB
$9.35B
$880K 0.18%
5,211
-657
-11% -$107K
ORCL icon
48
Oracle
ORCL
$425B
$851K 0.17%
4,368
-9
-0.2% -$2.14K
VUG icon
49
Vanguard Morningstar Growth ETF
VUG
$231B
$800K 0.16%
9,834
-450
-4% -$36.5K
PLTR icon
50
Palantir
PLTR
$393B
$794K 0.16%
4,469
-2,309
-34% -$418K
1
2
3 4 5

Similar funds

KJWM
Kiley Juergens Wealth Management Olympia, Washington $567M AUM 27.42% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $569M AUM 29.42% 1-Year Est. Return
OC
Opal Capital Boca Raton, Florida $565M AUM
LC
Lavaca Capital Houston, Texas $564M AUM 4.6% 1-Year Est. Return

Clarity Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Clarity Wealth Advisors held 114 positions worth $490M, up 8% from $454M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors deployed $22.4M of net new capital in Q4 2025, opening 15 new positions and adding to 41 existing holdings. Its largest new stake was Amgen: 11,937 shares worth $3.91M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Palantir, an estimated $418K trimmed.

  • Clarity Wealth Advisors's largest Q4 2025 buy was Amgen: 11,937 shares worth $3.91M.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q4 2025, an estimated $2.03M increase.
  • Clarity Wealth Advisors's biggest Q4 2025 reduction was Palantir, cutting an estimated $418K.
  • Clarity Wealth Advisors fully exited Verint Systems in Q4 2025, selling an estimated $239K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $490M portfolio in Q4 2025.
  • Clarity Wealth Advisors opened 15 new positions and closed 3 in Q4 2025.
  • Clarity Wealth Advisors's portfolio value rose 8% quarter-over-quarter to $490M.

Based on Clarity Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.