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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
+3.58%
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
MA icon
51
Mastercard
MA
$500B
$790K 0.16%
1,383
-7
-0.5% -$3.91K
PEG icon
52
Public Service Enterprise Group
PEG
$37.7B
$787K 0.16%
9,796
+76
+0.8% +$6.2K
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$127B
$752K 0.15%
6,356
– –
ANET icon
54
Arista Networks
ANET
$248B
$741K 0.15%
5,658
– –
INTC icon
55
Intel
INTC
$510B
$732K 0.15%
19,831
+1,000
+5% +$37.8K
FICO icon
56
Fair Isaac
FICO
$23.6B
$713K 0.15%
422
– –
CDNS icon
57
Cadence Design Systems
CDNS
$92.8B
$678K 0.14%
2,169
– –
DIS icon
58
Walt Disney
DIS
$177B
$642K 0.13%
5,642
-100
-2% -$11K
CVX icon
59
Chevron
CVX
$366B
$623K 0.13%
4,085
-32
-0.8% -$4.87K
AMD icon
60
Advanced Micro Devices
AMD
$786B
$621K 0.13%
2,901
+259
+10% +$58.2K
CAT icon
61
Caterpillar
CAT
$401B
$603K 0.12%
1,052
– –
CVNA icon
62
Carvana
CVNA
$76.4B
$564K 0.12%
6,680
– –
CRWD icon
63
CrowdStrike
CRWD
$214B
$562K 0.11%
4,796
– –
SHOP icon
64
Shopify
SHOP
$187B
$559K 0.11%
3,472
– –
SCHB icon
65
Schwab US Broad Market ETF
SCHB
$44.6B
$510K 0.1%
19,443
-2,325
-11% -$60.5K
CRM icon
66
Salesforce
CRM
$158B
$485K 0.1%
1,831
-73
-4% -$18.1K
IBM icon
67
IBM
IBM
$222B
$475K 0.1%
1,605
-132
-8% -$39.5K
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$112B
$465K 0.09%
3,866
+804
+26% +$96.2K
AMAT icon
69
Applied Materials
AMAT
$424B
$460K 0.09%
1,790
– –
ADSK icon
70
Autodesk
ADSK
$50.7B
$451K 0.09%
1,525
– –
HD icon
71
Home Depot
HD
$352B
$444K 0.09%
1,290
+165
+15% +$60.4K
QCOM icon
72
Qualcomm
QCOM
$165B
$443K 0.09%
2,592
-75
-3% -$12.9K
SDY icon
73
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$434K 0.09%
3,122
+5
+0.2% +$696
HON icon
74
Honeywell
HON
$78.6B
$429K 0.09%
2,199
-182
-8% -$35.6K
PANW icon
75
Palo Alto Networks
PANW
$296B
$415K 0.08%
2,253
-22
-1% -$4.44K
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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LC
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PSH
Pershing Square Holdings New York $569M AUM 14.61% 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.