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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
MA icon
51
Mastercard
MA
$505B
$791K 0.17%
1,390
-37
-3% -$21.2K
CDNS icon
52
Cadence Design Systems
CDNS
$93.2B
$762K 0.17%
2,169
– –
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$127B
$744K 0.16%
6,356
-28
-0.4% -$3.12K
DIS icon
54
Walt Disney
DIS
$182B
$657K 0.14%
5,742
-140
-2% -$16.5K
CVX icon
55
Chevron
CVX
$371B
$639K 0.14%
4,117
-53
-1% -$8.21K
INTC icon
56
Intel
INTC
$503B
$632K 0.14%
18,831
-3,564
-16% -$86.3K
FICO icon
57
Fair Isaac
FICO
$22.3B
$632K 0.14%
422
– –
CRWD icon
58
CrowdStrike
CRWD
$211B
$588K 0.13%
4,796
– –
SCHB icon
59
Schwab US Broad Market ETF
SCHB
$44.5B
$560K 0.12%
21,768
-148
-0.7% -$3.66K
SHOP icon
60
Shopify
SHOP
$191B
$516K 0.11%
3,472
-863
-20% -$117K
CVNA icon
61
Carvana
CVNA
$75.1B
$504K 0.11%
6,680
-275
-4% -$19.7K
PYPL icon
62
PayPal
PYPL
$51.1B
$502K 0.11%
7,484
– –
CAT icon
63
Caterpillar
CAT
$395B
$502K 0.11%
1,052
-26
-2% -$11.1K
IBM icon
64
IBM
IBM
$220B
$490K 0.11%
1,737
-200
-10% -$52.4K
ADSK icon
65
Autodesk
ADSK
$51.2B
$484K 0.11%
1,525
-10
-0.7% -$3.05K
HON icon
66
Honeywell
HON
$76.3B
$472K 0.1%
2,381
-73
-3% -$15.3K
PANW icon
67
Palo Alto Networks
PANW
$293B
$463K 0.1%
2,275
+2
+0.1% +$383
HD icon
68
Home Depot
HD
$349B
$456K 0.1%
1,125
-5
-0.4% -$1.97K
CRM icon
69
Salesforce
CRM
$153B
$451K 0.1%
1,904
-16
-0.8% -$4.04K
QCOM icon
70
Qualcomm
QCOM
$168B
$444K 0.1%
2,667
+1
+0% +$159
SDY icon
71
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$437K 0.1%
3,117
+4
+0.1% +$558
AMD icon
72
Advanced Micro Devices
AMD
$798B
$427K 0.09%
2,642
-123
-4% -$19.8K
VYM icon
73
Vanguard High Dividend Yield ETF
VYM
$82.3B
$401K 0.09%
2,848
– –
WDAY icon
74
Workday
WDAY
$42B
$395K 0.09%
1,639
-109
-6% -$25.2K
AMAT icon
75
Applied Materials
AMAT
$419B
$366K 0.08%
1,790
– –
1 2
3
4 5

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PAM
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SAM
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BRIM
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PEP
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NWA
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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.