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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
-3.16%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$486M
AUM Growth
-$3.78M
Cap. Flow
+$15.2M
Cap. Flow %
3.13%
Top 10 Hldgs %
50.23%
Holding
117
New
6
Increased
46
Reduced
45
Closed
9

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$3.07M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.78M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$518K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$374K
3
AAPL icon
Apple
AAPL
+$344K
4
WDAY icon
Workday
WDAY
+$331K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$251K

Sector Composition

Rank Sector Weight
1 Technology 12.28%
2 Financials 7.65%
3 Communication Services 7.23%
4 Healthcare 3.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$431B
$7.36M 1.51%
33,818
+357
+1% +$79.2K
V icon
27
Visa
V
$690B
$7.21M 1.48%
23,866
+470
+2% +$151K
TSLA icon
28
Tesla
TSLA
$1.29T
$6.29M 1.29%
16,921
-355
-2% -$146K
AMGN icon
29
Amgen
AMGN
$210B
$4.2M 0.86%
11,942
+5
+0% +$1.78K
MSFT icon
30
Microsoft
MSFT
$3.66T
$4.16M 0.86%
11,242
+596
+6% +$249K
AMZN icon
31
Amazon
AMZN
$2.99T
$3.71M 0.76%
17,814
+284
+2% +$62.5K
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$3.5M 0.72%
61,722
-4,274
-6% -$249K
JEPQ icon
33
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.8B
$2.75M 0.57%
49,523
+6,985
+16% +$404K
VOO icon
34
Vanguard S&P 500 ETF
VOO
$1.01T
$2.6M 0.53%
4,350
+574
+15% +$359K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$900B
$2.49M 0.51%
3,805
-42
-1% -$28.7K
IXJ icon
36
iShares Global Healthcare ETF
IXJ
$4.08B
$2.33M 0.48%
24,892
-2,558
-9% -$251K
VCR icon
37
Vanguard Consumer Discretionary ETF
VCR
$6.3B
$2.27M 0.47%
6,325
-970
-13% -$374K
IGM icon
38
iShares Expanded Tech Sector ETF
IGM
$10.7B
$1.98M 0.41%
16,700
-1,709
-9% -$215K
TQQQ icon
39
ProShares UltraPro QQQ
TQQQ
$38B
$1.49M 0.31%
35,740
+1,900
+6% +$95.1K
JPST icon
40
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$1.35M 0.28%
26,588
+4
+0% +$203
AVGO icon
41
Broadcom
AVGO
$1.99T
$1.24M 0.25%
3,993
-46
-1% -$15.1K
CSCO icon
42
Cisco
CSCO
$480B
$1.17M 0.24%
15,034
-8
-0.1% -$626
SCHX icon
43
Schwab US Large- Cap ETF
SCHX
$74.2B
$1.11M 0.23%
43,152
-1,459
-3% -$39.1K
NFLX icon
44
Netflix
NFLX
$306B
$1.02M 0.21%
10,604
+255
+2% +$22.5K
SNPS icon
45
Synopsys
SNPS
$77.3B
$848K 0.17%
2,140
-2
-0.1% -$904
XLF icon
46
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$843K 0.17%
17,068
-3,778
-18% -$197K
INTC icon
47
Intel
INTC
$509B
$827K 0.17%
18,740
-1,091
-6% -$50K
IBB icon
48
iShares Biotechnology ETF
IBB
$9.39B
$816K 0.17%
4,831
-380
-7% -$65K
PEG icon
49
Public Service Enterprise Group
PEG
$38B
$800K 0.16%
9,882
+86
+0.9% +$7.05K
PLTR icon
50
Palantir
PLTR
$390B
$792K 0.16%
5,415
+946
+21% +$145K
1
2
3 4 5

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Clarity Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Clarity Wealth Advisors held 117 positions worth $486M, down 0.77% from $490M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors deployed $15.2M of net new capital in Q1 2026, opening 6 new positions and adding to 46 existing holdings. Its largest new stake was Super Micro Computer: 22,110 shares worth $503K.

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

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $518K trimmed.

  • Clarity Wealth Advisors's largest Q1 2026 buy was Super Micro Computer: 22,110 shares worth $503K.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q1 2026, an estimated $3.07M increase.
  • Clarity Wealth Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $518K.
  • Clarity Wealth Advisors fully exited Workday in Q1 2026, selling an estimated $331K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $486M portfolio in Q1 2026.
  • Clarity Wealth Advisors opened 6 new positions and closed 9 in Q1 2026.
  • Clarity Wealth Advisors's portfolio value fell 0.77% quarter-over-quarter to $486M.

Based on Clarity Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.