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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
FICO icon
51
Fair Isaac
FICO
$22.6B
$771K 0.19%
422
– –
DIS icon
52
Walt Disney
DIS
$170B
$729K 0.18%
5,882
+102
+2% +$10.6K
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$124B
$678K 0.17%
6,384
-80
-1% -$7.65K
CDNS icon
54
Cadence Design Systems
CDNS
$92.6B
$668K 0.16%
+2,169
New +$631K
CRWD icon
55
CrowdStrike
CRWD
$206B
$611K 0.15%
4,796
+8
+0.2% +$867
CVX icon
56
Chevron
CVX
$385B
$597K 0.15%
4,170
+69
+2% +$9.73K
ANET icon
57
Arista Networks
ANET
$233B
$589K 0.15%
5,758
+350
+6% +$30.3K
IBM icon
58
IBM
IBM
$213B
$571K 0.14%
1,937
-164
-8% -$42.3K
PYPL icon
59
PayPal
PYPL
$49.5B
$556K 0.14%
7,484
-205
-3% -$14K
HON icon
60
Honeywell
HON
$78.2B
$539K 0.13%
2,454
-5
-0.2% -$1.01K
CRM icon
61
Salesforce
CRM
$152B
$524K 0.13%
1,920
+160
+9% +$42.8K
SCHB icon
62
Schwab US Broad Market ETF
SCHB
$43.9B
$522K 0.13%
21,916
-1,286
-6% -$28.3K
INTC icon
63
Intel
INTC
$459B
$502K 0.12%
22,395
+6,202
+38% +$129K
SHOP icon
64
Shopify
SHOP
$152B
$500K 0.12%
4,335
– –
ADSK icon
65
Autodesk
ADSK
$49.6B
$475K 0.12%
1,535
+35
+2% +$9.93K
CVNA icon
66
Carvana
CVNA
$72.7B
$469K 0.12%
6,955
– –
PANW icon
67
Palo Alto Networks
PANW
$283B
$465K 0.11%
2,273
-29
-1% -$5.38K
QCOM icon
68
Qualcomm
QCOM
$159B
$425K 0.1%
2,666
-31
-1% -$4.56K
SDY icon
69
State Street SPDR S&P Dividend ETF
SDY
$23.6B
$423K 0.1%
3,113
+4
+0.1% +$530
WDAY icon
70
Workday
WDAY
$40.8B
$420K 0.1%
1,748
-25
-1% -$6.09K
CAT icon
71
Caterpillar
CAT
$382B
$419K 0.1%
1,078
-5
-0.5% -$1.67K
HD icon
72
Home Depot
HD
$339B
$414K 0.1%
1,130
-138
-11% -$49.9K
PG icon
73
Procter & Gamble
PG
$338B
$394K 0.1%
2,474
-385
-13% -$62.8K
AMD icon
74
Advanced Micro Devices
AMD
$790B
$392K 0.1%
2,765
+146
+6% +$15.9K
VYM icon
75
Vanguard High Dividend Yield ETF
VYM
$81.4B
$380K 0.09%
2,848
– –
1 2
3
4

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PAM
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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.