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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
FISV
51
Fiserv Inc
FISV
$28.8B
$834K 0.15%
+17,000
New +$950K
CDNS icon
52
Cadence Design Systems
CDNS
$93.6B
$814K 0.14%
2,169
– –
PEG icon
53
Public Service Enterprise Group
PEG
$38.2B
$809K 0.14%
9,963
+81
+0.8% +$6.47K
ORCL icon
54
Oracle
ORCL
$374B
$785K 0.14%
5,354
+9
+0.2% +$1.63K
NFLX icon
55
Netflix
NFLX
$299B
$778K 0.14%
10,900
+296
+3% +$26.1K
CAT icon
56
Caterpillar
CAT
$375B
$775K 0.14%
728
-266
-27% -$234K
PANW icon
57
Palo Alto Networks
PANW
$270B
$773K 0.14%
2,267
-3
-0.1% -$687
IBB icon
58
iShares Biotechnology ETF
IBB
$9.34B
$760K 0.13%
3,994
-837
-17% -$144K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$121B
$686K 0.12%
5,523
-833
-13% -$100K
MA icon
60
Mastercard
MA
$502B
$659K 0.12%
1,282
-50
-4% -$24.9K
VUG icon
61
Vanguard Morningstar Growth ETF
VUG
$220B
$649K 0.11%
7,538
-1,288
-15% -$108K
SMCI icon
62
Super Micro Computer
SMCI
$18.4B
$648K 0.11%
22,110
– –
PLTR icon
63
Palantir
PLTR
$295B
$635K 0.11%
5,445
+30
+0.6% +$4.09K
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$109B
$631K 0.11%
4,254
+294
+7% +$40.3K
XLF icon
65
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$627K 0.11%
11,691
-5,377
-32% -$279K
FICO icon
66
Fair Isaac
FICO
$24.3B
$615K 0.11%
515
+1
+0.2% +$1.12K
BALI icon
67
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.31B
$582K 0.1%
17,200
+200
+1% +$6.62K
CVX icon
68
Chevron
CVX
$392B
$559K 0.1%
3,372
+140
+4% +$26.1K
SCHB icon
69
Schwab US Broad Market ETF
SCHB
$43.2B
$508K 0.09%
17,549
-1,007
-5% -$28.2K
SDY icon
70
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$453K 0.08%
2,976
-122
-4% -$18.2K
DIS icon
71
Walt Disney
DIS
$167B
$452K 0.08%
4,693
-371
-7% -$37.8K
IEMG icon
72
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$451K 0.08%
5,448
+59
+1% +$4.7K
VYM icon
73
Vanguard High Dividend Yield ETF
VYM
$80.9B
$447K 0.08%
2,826
– –
HD icon
74
Home Depot
HD
$331B
$438K 0.08%
1,241
-22
-2% -$7.16K
CVNA icon
75
Carvana
CVNA
$68.6B
$432K 0.08%
6,568
-22
-0.3% -$1.56K
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.